Use case-
When sending the marketing emails, we often would like to add the agent email address as CC in order to share the customer’s information and provide a seamless service to customers. It would be a great benefit if the CC feature become available.
I would dearly like to see cc become a function of HubSpot emails, but not for the reasons above.
My company would like to CC our external partners into our correspondence to a mutual client. At the moment we need to send these messages via mailmerge rather than within HubSpot.
We would also really like to see cc become a function of HubSpot emails, but not for the reasons above.
My company would like to CC our dealers into our correspondence to a mutual customer. This way we can easily verify which contact at the dealership is receiving this leads and has an opportunity to respond.
+1
As a workaround I am trying to do a workflow so that there is also a second email going out to the secondary contact. Not ideal but maybe can work.
Did anyone else find a workaround?
I’d love to see a BBC option made available for all outgoing automated emails (workflows). Several other major CRMs have this feature; it’s unfortunate we have to do without it here.
This feature is extremely helpful for sales or support teams wanting to easily track outgoing messages to clients or potential clients right in their inbox - without having to manually check Hubspot every day for such granular data. They get a copy of each email sent out (or just the most important ones), and once the client or prospect replies it begins a formal thread from there.
Please consider this our sales guy will be forever grateful!
This is a really important capanbility that I am so frustrated is not possible and, quite frankly, makes Hubspot very difficult to use as a CRM solution. Please, please get this implemented!
Hi all, wanted to chime in here to let you know that we’re definitely paying attention to this idea post, it’s gathered a lot of votes, rightly so. At the moment we don’t have a clear answer on when this might be available, I wanted to make sure and be transparent here to let you know. Your feedback and unique ideas/use-cases are really important so please do keep sharing, and as we have a clearer plan here I’ll be sure and keep everyone posted. Thanks!
Hi Shay, thanks for getting back on this - we apprecitate the update. Just two ideas here since it sounds like this is still being scoped out. Here are the two ways I can see my use case being met:
A) Ability to CC or BCC email(s) in the email itself (this would probably be applicable to emails for sendout and emails saved for workflow automation).
B) Ability to specify email address(s) for CC or BCC in the workflow, for an email used in the workflow.
Either of these approaches would meet the need. Thanks again, hope to see something come out soon!
@Shay@evfishr To be clear, the purpose for this post was specific to CC/BCC in automation/workflows. Hubspot currently has the ability to manually CC/BCC others in emails. See Below.
@PayKings My response was about marketing emails. There is no option to CC or BCC in a marketing email saved for automation, or for sendout. I think what you are referencing in your screenshot is an individual email.
@evfishr The top part of my response was referrencing individual emails. The second part was specific to marketing emails saved for automation or sent on demand.