I am look for a feature to automatically assign the forwarder of an email (within own organization) to the specific conversation in a team/conversation inbox.
Here is the flow I wish to accomplish:
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User receives email in Outlook
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User determines it is relevant for HubSpot
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User forwards the email from Outlook to Team/Conversation inbox in HubSpot
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Conversation is automatically assigned to the “forwarder” of the email if forwarder is within the organization. (“Forwarder” becomes owner).
- “Choose original sender of email forwards” setting is turned on, so conversation looks to be from the client in Hubspot with relevant associations.
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Ticket is automatically created with same Owner
- “Treat incoming conversations as support tickets” setting is turned on in HubSpot
There is already a setting “Automatically assign ticket” but only with the two options “Contact owner” and “Specific users and teams”.
An idea could be to add a third option or a seperate setting for assigning “Forwarder” from within organization/team as owner of the ticket, which would then also be applied to the ticket if the setting “Treat incoming conversations as support tickets” is turned on.