Add CC and BCC capabilities to emails from HubSpot
We have a need for the option to add CC and BCC to emails that are sent from HubSpot. We have two important use cases for this.
Use case 1: We have a registration form set up on our website. When someone registers, they receive an automated email from us through HubSpot saying "Thank you for registering!". Since we have a lot of different people signing up, it's very important for us to follow up on that email.
If we could add CC to me on the email that is sent out, I could pick up the conversation with the person registering very quickly. I could simply press "Reply" on the email and continue the conversation with the lead.
If I want to do this now with today's HubSpot solution, I'd have to copy/paste the lead's email address from the internal registration confirmation email, write a subject line that wouldn't confuse the lead, and then write the message to the lead. This delays the response time dramatically, and takes up substantially more resources.
Use case 2: If we could add BCC to emails as well, it would give people two great advantages; (1) HubSpot emails could easily be integrated with almost ANY CRM (ex. Email to CRM option), and (2) it would add the contents of the email to the CRM (more than just "Sent Subject Line").
If anything is unclear, I would loooove to explain in more detail.
Definitely agree this would be great to have. Any idea if it's on the roadmap yet?
Just adding my use case in here too:
We work with a number of suppliers and promote their services to our clients on our site as we have strong search visibility in our industry. Our customers make an enquiry on a listing hosted on a hubspot landing page and this goes directly into our system. We want to be able to automate an introduction email with that supplier and our customer. Without this functionality, our supplier has to reach out 'cold' almost from an email address not associated with the domain where they made the enquiry.
It's shocking to me that as a well-established marketing email tool, HubSpot does not allow users to copy users/groups on marketing emails.
More specifically, when we send mass customer communications, we need the ability to copy the sales team so they each receive the emai as well (so they know what's going to customers) without impacting email metrics.
Unless I'm missing something, there does not seem to be a way to easily do this.
Hey HubSpot Dev Team. We really need this implemented in HubSpot. Can you see if there's a way to add this without affecting email deliverability? Thank you.
Agreed. This should be an easy fix. Nimble has been doing this for years now. Without this Hubspot remains a great marketing tool but about 7-10 years behind on relationship management tool. Given all the emphasis on Hubspot training videos about the importance of placing value on relationships.
Same here, we recently switched from another sales tool and they did have the functionality to add the contact /deal owner in CC in a workflow that sends an email to a contact. Interessed in this feature or a valid work-around.
We have numerous distributors around the world with specific regions.
We reply to incomming form submissions using a different template for each of our distributors. We don't automate this process because there could be specific questions or queries. Currently, each person replying needs to find the correct email addrerss for the distributor which of course can lead to human error.
This is really necessary, to set up an automatic CC of the HubSpot owner to customers from the HubSpot, the emails are total gosht, nobody can see the actual email just the notification on the activity, they can't re-send. we sent welcome emails and the customers got are upset when we can't show them the email! we have to turned it off and do it manually because of this functionality.