Segregation of logged emails in different leads (same contact)
Hello
From the same given contact, a few different leads are created in our organization.
Can I log a specific thread of emails into a specific lead, without logging this same email thread into the other leads where this contact is also involved?
Segregation of logged emails in different leads (same contact)
Hi,
We recently developed an integration to create a work around to this. It's still in beta. You can find us on the App Marketplace or please feel free to drop me a DM as HubSpot no longer allow links in messages on this forum! 🙂
Segregation of logged emails in different leads (same contact)
Hello. Thanks for your comment.
I can see the option of logging an e-mail thread with a contact in a LEAD.., but it's a rather manual process.. and is not sync with Gmail (our email server)... With this method, I basically need to copy-paste the content of that email manually into the lead.
What I want to do is:
Customer A brings a few leads to our company.: Lead 1, Lead 2, Lead 3.
We have a few email threads with this customer about different Leads (projects). Eg. e-mail thread 1 (about Lead 1), email thread 2 (about Lead 2), etc...
What we want to achieve is to log the email threads separated in leads. So we can see this in our leads pipeline:
- Lead 1 is linked to customer A, but only e-mail thread 1 is logged in Lead 1 - Lead 2 is linked to customer A, but only e-mail thread 2 is logged in Lead 2
etc....
I guess that's not possible.., so we'll have to go the manual way.., but wanted to ask here first.