Creating a task on email from client (especially with potential deals) and put it ina que

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Occasional Contributor

Hi,

 

I was wondering if there was a way to create a task when emails are received into HubSpot CRM - so that I could go through them one by one and follow them up? I'd like to do all email responses one by one - and while I know I could technically reply back in my email application (I use Zoho Mail) - I find that sometimes the emails don't register if I don't reply within the HubSpot CRM. Being able to somehow see all the emails that came through my CRM contacts would be awesome - perhaps in some kind of 'Activity' pane.

 

Any input would be much appreciated.

 

Thanks

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Q: How to auto-create a task when emails are received into HubSpot CRM?

 

Short A: No built-in HubSpot functionality to achieve this result. However, ...

 

Longer A:

You may use your HubSpot 'Forwarding address' to forward specific emails into HubSpot. As these emails are forwarded, they can trigger a workflow to auto-create a task with a preset due date, so you will be reminded to follow-up automatically'.

 

Simiar result, but not totally automated.

 

Always happy to help. Reach out anytime if we can be of assistance with HubSpot.

 

Best,
Frank

 


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www.MFrankJohnson.com

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Resident Expert

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Help other HubSpot searchers find this post quickly by accepting this solution today.

 

Q: How to auto-create a task when emails are received into HubSpot CRM?

 

Short A: No built-in HubSpot functionality to achieve this result. However, ...

 

Longer A:

You may use your HubSpot 'Forwarding address' to forward specific emails into HubSpot. As these emails are forwarded, they can trigger a workflow to auto-create a task with a preset due date, so you will be reminded to follow-up automatically'.

 

Simiar result, but not totally automated.

 

Always happy to help. Reach out anytime if we can be of assistance with HubSpot.

 

Best,
Frank

 


hubspot-solutions-signature-mfrankjohnson-v03.png

www.MFrankJohnson.com

Occasional Contributor

Hi,

 

Wow - I just found this guide:

https://knowledge.hubspot.com/articles/kcs_article/settings/log-email-in-your-crm-with-the-bcc-or-fo...

 

And this is exactly what I was searching for. Right now HubSpot CRM receives an email into the system automatically if I send the original email from HubSpot and the customer replies - but if the customer sends fresh emails they're not logged.

 

Thanks a lot for your help!