Use case:
When using the Customer Agent with “Verify email” as the data protection level for CRM properties (e.g. AFAS Relatie id), HubSpot sends a verification email to the contact before sharing sensitive data.
Current limitation:
The verification email is system-generated. As admins we cannot:
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- Change the From email address / sending identity
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- Customize the subject or body text of the verification email
Why this matters:
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- For our customers, the verification email looks different from our normal branded emails, which can reduce trust and increase the chance it’s ignored or treated as spam/phishing.
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- We’d like to clearly explain (in our own language and tone) why they’re getting this email and what they should do with it.
Requested improvement:
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- Allow us to choose the From address (from our verified / connected addresses) for Customer Agent verification emails.
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- Allow basic customization of:
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- Subject line
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- Intro text/body (e.g. localized message, short explanation)
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- Allow basic customization of:
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- Ideally, support per-portal branding so the verification email visually matches our other customer communications.
Nice-to-have:
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- Ability to preview a sample verification email in the Customer Agent settings.
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- Support different languages if the portal uses multiple brands/locales.
This would make the verification flow clearer and more trustworthy for end users while keeping the security benefits of “Verify email”.