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.
When sending marketing emails our customers often require a personalised follow up. So we need to include our teams on the initial mail out (either the same people in cc for all emails, or the 'contact owner'). This is an important feature for our teams.
It's crazy that this feature is being ignored. For our company-based association, sending bulk emails with our secondary contacts cc'd, is a necessity.
We also need the ability to allow Personalization Tokens as part of this as well, such as sending an email to one static email and one Personalization Token email as part of the same cc: email.
Hi, me and my team are still struggling because we cannot add BCC to our marketing emails and log these emails in our CRM. Are there any plans to implement this on the roadmap? Thanks.
Wow, this would be incredibly cool! We obviously get form fill submission emails from HubSpot, but if the automatic email response from HubSpot could CC the Contact Owner or one specific User, they could just respond directly to the submitter, instead of the submitter receiving two separate email threads from our team. With how low open rates are these days, it's easy for form submitters to miss a follow-up email. Great idea!
This would be a significant value add to our marketing emails. Our use case is to cc our partner companies when emailing their client database, this will add credibility to the email, increasing open, click and reply rates
We send an internal email to an external team when someone fills out a contact form for their division. Right now, each member of the team receives a separate email, which creates a separate thread for each team member on their end.
This becomes confusing when they each act on the same email, not knowing that the others have already handled it. They want a group email sent out, with each member CC'd, so that all of their actions stay in one thread.
We have a band-aid fix right now, but we would like a more comprehensive solution: CCing people in internal emails, so all communications stay inside one thread.
I read in another thread that laws may prevent CCing people in automated emails. Is that true?
We've also been missing this feature in HubSpot and know it's a common frustration here. So now my friend and I are trying to figure out a way to solve this based on what we ourselves and others have been saying.
My employer is a FINRA registered firm and is obliged to archive all email communications. Without the functionality to add a BCC address, we are prevented from migrating from our legacy CRM to Hubspot.
I can't believe this isn't a feature yet 5+ after the initial request. It is especially needed, in our case, for marketing automation (workflow) emails, so that we are able to properly copy Executive Assistants to outgoing emails to clients in our distribution list. Please please please work on this. Thank you.
Got a client use case that's similar to the initial scenario: Bi-monthly event expo kiosks where leads sign up for information where they're told a sales rep will be intro'd for any further questions.
Not having the Sales Rep CC'd on the initial automated email adds 5+ extra steps to manually start a new thread (which means out of 100+ leads only a few will actually get the followup) instead of just putting it in the sales rep's inbox for Reply (or the lead could Reply All, as well).
Look, put the feature in Marketing Enterprise OR make it a special Monthly Add-On, whatever, if the concern is protecting your email send reputation.
But if we're trying to get clients' Sales and Marketing in one system, this is a must-have use case for many B2B Expo/Event businesses.
100% YES! This is a major gap in our Marketing Email flows. We work with teams that use the Marketing Emails as a type of 'receipt', and we need to be able to see an exact copy of what was sent to the Contact, and when. Having a BCC/CC functionality would mean our appropriate teams have visibility, and that actions could be triggered based on the emails.
