Ability to move conversations to another Mailbox within Hubspot
We have different departments using different email addresses, and from time to time, emails find themselves in the wrong mailbox, but we're unable to simply move them to the correct mailbox, instead, we have to contact someone from the 'other' team to let them know there is something in another mailbox needing their attention - quite a basic need I thought as was possible with all previous systems we used. And I'm sure it can't just be our business in need of this feature??
I’m Vijay, the Product Manager for HubSpot’s Conversations Inbox tool. Thank you for taking the time to submit and upvote this idea. We hear you loud and clear, and we agree that this functionality is important. We are currently evaluating if this Idea is feasible and, if so, how our team will implement it.
I will keep you posted on this thread about the progress we make. Thank you for your patience and understanding.
Thank you for creating the ability to move a conversation to a different inbox. Is that process available to be triggered within a workflow? If so , where?
Hi, we really love this feature, though I have additional feedback: when you move the conversation, in the pop up it says that the associated ticket will be moved along, it is expected that the ticket will be moved between the pipelines linked to the inboxes. Can you please add this too?
Now, as advised by the support team we have to move the ticket manually.
In addition to my feedback earlier, would be nice to have an option to assign to a specific team member from the Inbox you are moving too.
I can't find a solution to automatically assign such chats for example to a contact owner.
Case: sales question lands into support inbox and is assigned between members of this inbox as defined in the channel settings. Support team member transfers to the Sales inbox and the conversation stays unassigned unless someone makes a manual triage.