topic Re: Add filter or condition in HubSpot email channel in CMS Development

Add filter or condition in HubSpot email channel

HRahman57 — Sat, 06 Sep 2025 03:26:05 GMT

Hi,
I need a urgent help. I am using ServiceHub, where i am creating ticket from inbox channel. Problem is in my email there various type email i got so i want to add there condition or filter for specific type email will be convert into as a ticket. How could i achieve this?
and is there anyway to make hubspot and slack channel for make servicehub helpdesk ticket can do conversation using it.

Re: Add filter or condition in HubSpot email channel

BérangèreL — Mon, 08 Sep 2025 07:04:13 GMT

Hi @HRahman57 and welcome, it's a pleasure to have you here!

Great question, thanks for asking the HubSpot Community!

Here are some related articles that might be of interest:

- Set up the conversations inbox
- Set up routing rules in the conversations inbox
- HubSpot and Slack
- Connect HubSpot and Slack

Now, let's consult with our Top Experts: Hi @Brenner, @RSchweighart and @JSanders16 do you have some ideas to help @HRahman57, please?

Have a lovely day and thanks so much! ❤️
Bérangère

Re: Add filter or condition in HubSpot email channel

SteveHTM — Mon, 08 Sep 2025 14:45:46 GMT

@HRahman57 - I am with you on this! I have developed for my clients a system that can offer filtering and control over the ticket creation process when you get an Inbox email. To accomplish this I have a triggred Conversation workflow that looks at the details of the incoming email and handles different from/to address cases etc.

I do need Ops Hub custom coded works=flow step to accomplish this since Conversations are a strange object animal with a number of fairly arbitrary restrictions on how you can use them. But all this is worksing pretty well in the HubSpot instances I have set up.

Hope this is helpful.

Steve

Re: Add filter or condition in HubSpot email channel

HRahman57 — Mon, 08 Sep 2025 17:26:07 GMT

Hi @SteveHTM , I also tried to make a triggred Conversation workflow, but the problem is there i didn't find any action to add for filtering or add a condition to it. Like in my inbox, can receive emails from different customers, I want to filter specific conditions,s such as - refund, payment declined, account etc, and then that will automatically add as a ticket so that then our support team can handle it..
Do you have any idea how can i achive it?

Re: Add filter or condition in HubSpot email channel

SteveHTM — Mon, 08 Sep 2025 17:33:45 GMT

@HRahman57 - I resorted to using custom coded workflow steps (Python code fragments) to parse the inbound message and determine the correct action to take based on message content. I don't think there is a straightforward way to do filtering and branching without that custom code option - as I say, Conversation objects are more than a little perverse in teh way they are set up.

If I can help further with code fragments etc. please PM me.

Steve

Re: Add filter or condition in HubSpot email channel

HRahman57 — Mon, 08 Sep 2025 17:53:57 GMT

Thank you @SteveHTM, i did try to send you a message, but this error was coming. Could you please share in a comment or do i contact you in email?

Re: Add filter or condition in HubSpot email channel

SteveHTM — Mon, 08 Sep 2025 17:57:33 GMT

My direct contact information is in the footer of my responses.

Steve

Re: Add filter or condition in HubSpot email channel

Brenner — Tue, 23 Sep 2025 13:08:00 GMT

Hi @HRahman57 ,

You can add all those emails as a SPAM - easy way.

Here's the path:

Manage your allow and deny list for Help Desk and Inbox

And about HubSpot and Slack integration, yes, there is the way to do some action in Slack and update some informations in HubSpot

You can see more here

Thank you @BérangèreL for tagging me here