CRM

WNAmiqus
Participant

Create / update contact record when a lead emails a shared inbox?

SOLVE

Hey,

 

Our company have a number of share inbox's (eg Sales@,  enquiries@) where people can get in touch.

 

Is it possible to set up an automation so that anyone who sends an email to these inboxs is added to HubSpot as a contact (or their existing contact infomation is updated & the record is flagged)?

 

Thanks

Will

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1 Accepted solution
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Create / update contact record when a lead emails a shared inbox?

SOLVE

Hey @WNAmiqus the conversations inbox should automatically create a contact record when a submission happens or give you the option to create a contact, as outlined in this guide

 

When you say "flagged" however, are there specific criteria you would like to denote on the contact when a conversations message is sent? If so, this would be done through workflows

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


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2 Replies 2
TomM2
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Create / update contact record when a lead emails a shared inbox?

SOLVE

Hey @WNAmiqus the conversations inbox should automatically create a contact record when a submission happens or give you the option to create a contact, as outlined in this guide

 

When you say "flagged" however, are there specific criteria you would like to denote on the contact when a conversations message is sent? If so, this would be done through workflows

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a consultation

Did my post help answer your query? Help the community (and me) by marking it as a solution.


Lee_Brewster
Contributor

Create / update contact record when a lead emails a shared inbox?

SOLVE

Hi Tom! I get inquiries into our listings from dedicated listing sites. These inquiries come in email form to a shared inbox, and then we reply with the requested information. I know the contacts are created from the inbox, but I would like to take these emails and create a workflow that I could associate with other objects for tracking. The other objects would be capaigns assoicated with the deal as well as creating leads based on the persona of the inquiry.

0 Upvotes