There are circumstances for which it would be beneficial to save CC’s & BCC’s to a HubSpot template. Sales Managers may want to keep track of certain outbound emails, especially those templates that are used in the Deal Stages. For example, a team of sales individuals may want to be CC’d on outbound deal/quote emails. When working in a team environment, it’s common to CC individuals, and it would save time if a resource could avoid manually CC’ing individuals each time a template is used.
We need this very much as well.
We are looking for something like this.
I had submitted this request a couple of years ago. I have both human and automated assistants. EVERY TIME I use a template for scheduling, etc. I have to manually put in the email address to cc or bcc. I can’t figure out which is more mind bogglingly stupid: that the feature wasn’t included to start with or years later it’s still not there. What’s the point of having a template if you can’t save the details you use each time?
Long overdue.
Keep upvoting this idea PLEASE!
We are STILL looking for something like this.
Yes, this would be great!
I want this. I need this.
Yes, please!
Hello. I want to tweak an email template that we use to follow up after a sales call. I’d like to be included as a cc on thise emails whenever one of my colleagues send it out but I can’t see how that would be possible
Yes, this! Our teams use a robust set of templates daily and our current workaround is to add the list of CC’d email addresses to the title of the email template, then copy paste into the CC line. It isn’t a great work around. Given the limited iframe the platform uses for updating creating and using templates is a real struggle to include CC’s on a templated email.
Please add this idea!
Yes !! We need this, on our service side we work with alot of third party companies and it would be helpful if their contacts are in CC by default on the templates so that we don’t have to look up their contact everytime we send an email - which is often.. this would be an amazing added feature
This would make a huge increase in productivity for us. Please add this feature ![]()
We also would find this feature to be most useful
HubSpot team -- with this new feature that lets you add a HubSpot user to a meeting’s attendees, can this also now be applied to sales emails? https://app.hubspot.com/whats-new/20417193/all?dateRange=LAST_THIRTY_DAYS&search=meeting&productUpdateId=13860209
This would help a lot of human error on our side. Our handover email from onboarding to support needs to include the Account Manager (which is a property in a deal - we could just add as a token in the CC field).
Infusionsoft have had this feature for many years, brilliant.
Didn’t realise Hubspot didnt have such obvious functionality until just now when I went to set it up in a business I’ve recently started at.
Disappointing.
Agreed that it seems crazy that you cannot link a user property as a cc.
We have a handover email to the client which the BDM will send an cc the AM in there, can thi get added please.
@AWilkins6 don’t hold your breath! We’ve already been waiting 3 years for this feature!
This is important to us as we’re often sending emails to connect people with others from our team (E.g. product managers).