Hi all!
We receive emails from a partner regarding documents for our contacts. The contacts name is mentioned in the subject of the email (Example: “Documents regarding Jon Doe”). Currently we have to associate these mails to the right contact manually.
I was wondering if it was possible or if anyone has any experience with associating these automatically as this would save us a lot of time.
Thanks in advance!
Hello @07252 thank you for posting in our Community!
I want to share this Community thread here where @CateDuarte shares more about it. If you are creating tickets with these emails you are able to recreate a similar workflow.
I hope this information helps.
Pam
Hi @PamCotton!
Thank you for sharing the community thread. I tried that solution however I don’t believe it is possible to use a workflow using the ‘ticket name (contains)’ as the name of the client changes with each email and I don’t believe I can add a generic “name” function into the workflow.
Hey @07252 there’s no out of the box way to do this within HubSpot unfortunately. It really can’t match a line of text to a contact record, it matches by either email address or contact ID. The only way to do this would be though custom code, which could be done using the “contact to email” association within the associations api:
This would however take some development skills to build this out.