topic Re: Email notification in 💬 RevOps Discussions

Email notification

Askarov — Sun, 19 May 2024 09:51:44 GMT

Hello Community,

I'm looking to improve the CS team SLA. I like to create a notifiction and open a task to the CS team based on an email that is received from a records in the CRM.

I'm using the sales professional account.

What is the bast trigger to use, and on which property?

Thank you

Re: Email notification

BérangèreL — Mon, 20 May 2024 09:32:55 GMT

Hi @Askarov, I hope that you are well!

I'd like to share this documentation that might be of interest to improve SLA: "SLA Management".

On which type of email replies you'd like to set up a notification, please?
Are these shared inbox emails? Sales emails? Marketing emails?

The more info, screenshots (without sensitive/confidential information), and details you can provide, the better the Community can assist.

I also wanted to invite a couple of subject matter experts to this conversation: Hi @danmoyle, @beeginman and @JenBergren do you have suggestions to help @Askarov, please?

Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 🙂

Thanks a lot and have a lovely day!

Best,
Bérangère

Re: Email notification

james-portant — Mon, 20 May 2024 22:32:06 GMT

Hi @Askarov,

Have you tried setting up a team inbox? You can add one by opening "CRM" > "Inbox" then connecting your team's email address.
As part of this process you can set up that a ticket is created every time an email is recieved.

These tickets can automatically be assigned to contact owners etc.

I hope this helps.

Cheers,
James - CEO @ Portant

Portant App for HubSpot: https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/portant-hubspot-google-docs-in...

Re: Email notification

Askarov — Tue, 21 May 2024 07:57:58 GMT

@james-portant , thank you for that.

Do you know if there is a way to do it without creating an Inbox?

Oren

Re: Email notification

Askarov — Tue, 21 May 2024 07:59:56 GMT

@BérangèreL ,

Thank you for this info. We are using the Sales professional right now. I don't want to upgrade it to Service professional as well (yet).
I'm looking for a workaround, if there is one.

Oren

Re: Email notification

james-portant — Tue, 21 May 2024 12:32:50 GMT

@Askarov Sorry mate, I don't know another way unless you built something custom using zapier or an API.

Re: Email notification

Askarov — Tue, 21 May 2024 15:39:47 GMT

@james-portant ,
I appreciate your help! 🙏