topic Re: Conversation workflow criteria based on email body in Data Hub

Conversation workflow criteria based on email body

KateHoffer — Sun, 25 May 2025 23:48:44 GMT

Hi, I am new to Hubspot, so not sure if Im even setting this up correctly.

I am trying to make a workflow triggered when an email comes into the shared inbox. Based on the email body text, I want to route it to different places.

I can't figure out how to find the keyword in the message body. What Conversations field? I tried Communications field "communication body" and that doesn't work either. I know for sure the test email was "correct" and it fails to recognize my email.

Help!

Re: Conversation workflow criteria based on email body

karstenkoehler — Mon, 26 May 2025 03:52:50 GMT

Hi @KateHoffer,

This is unfortunately not possible at this stage. As far as I know, there is no conversation property that can be referenced to filter for the content of an incoming email.

Other users have requested this before: https://community.hubspot.com/t5/HubSpot-Ideas/Conversations-Workflow-Data/idi-p/423080

These requests submitted to the HubSpot Ideas section of the community are reviewed by the HubSpot product team, based on their popularity and the assumed demand. I'd recommend commenting and upvoting.

You can also help other HubSpot users find this request more easily (and drive traction) by accepting my reply as a solution. I'd appreciate it, too.

Have a great day!

Re: Conversation workflow criteria based on email body

Doc2DocLending — Sun, 29 Jun 2025 22:42:30 GMT

This is technically doable with a custom code action if you have access to it.

Here's an example where after setting your initial trigger to be Conversation-based and filter to the shared Inbox you want then add a Custom Code action after that and pass in the hs_thread_id (Thread Id) property into it.

Unfortunately, because the message body is usually truncated you then have to do another API call in the action to then get the message body and check if your word or phrase you are looking for is in there.

Re: Conversation workflow criteria based on email body

IDollimore — Fri, 18 Jul 2025 11:50:43 GMT

yes we would like to be able to do this please so will upvote