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.
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Just dropping back in to say thank you for all the comments & thoughts here. For transparency, this is still not yet on the roadmap. We are evaluating it as something to add in the back half of this year, but nothing is yet planned.
Please keep upvoting this, and dropping your use cases for it. We are following it and listening.
Thanks for your comments on the idea. This isn't planned for development in the next quarter. For transparency and clarity, I'm updating this issue to 'Not currently planned' for the time being. We are evaluating this feature, but it requires substantial changes in how a number of our backend systems work. Specifically how our event (open & click) tracking works today.
If you are willing to jump on a call to talk more about this functionality, and your specific use cases send me a direct message. I would love to understand and learn more from you. Please feel free to upvote and continue to leave feedback on this thread.
Hi all, wanted to chime in here to let you know that we're definitely paying attention to this idea post, it's gathered a lot of votes, rightly so. At the moment we don't have a clear answer on when this might be available, I wanted to make sure and be transparent here to let you know. Your feedback and unique ideas/use-cases are really important so please do keep sharing, and as we have a clearer plan here I'll be sure and keep everyone posted. Thanks!
We want our account managers to be CCed into NPD feedback surveys so that they can re-send them on to clients who say they missed it but verbally agree to doing them. We find it is a blocker to feedback if a customer has to scroll through 2 weeks worth of emails to find a survey they originally missed.
This functionality is needed for B2B workflows where you may be emailing to a group of people and don't want to be viewed as spam. It makes sense to send these emails to teams with everyone cc'ed including a contact owner for visibility.
Currious if there has been any advancement on this idea? I have a use case that would help our implementation very much. I'm getting feedback from our sales team they aren't aware of the email being sent to the client and would like to be cc'd on the emails in the event of the client asking "Can you talk me through the email I just got?"
I would really love something like this as I'm not getting notified when contacts have left a company and we're unable to integrate our CRM to HubSpot. It would be nice to see the auto-replies so appropriate action can be taken to help clean up our contact lists and, hopefully, improve the health on our marketing emails. The email address that is currently being used is one I don't have access to, nor will get access to, and the person monitoring the mailbox doesn't forward any of the auto-replies to me.
We have a customer who needs to document specific communication to the customer file in SAP. This is done via a customer ID field in the email subject header.
It would be perfect to add a BCC field to the email template. Interestingly, this request is seven years old....
Not sure if this was mentioned previously, but marketing emails are used in automated communications. This would be helpful functionality if you want to automate sending a welcome or renewal email to a customer and cc the specific account team.
I continue to be shocked by the fact that this email cc capability is still not available. As a risk advisory firm with a membership service, we regularly reach out to our clients with analysis updates, and we need the flexibility to copy both Executive Assistants and our account coverage team as needed. We're having to turn things upside down, try complicated integrations, just because Hubspot won't work on this relatively straightforward fix. In hindsight, I regret our decision to switch to HubSpot, as this issue has created significant operational challenges. This has been a very disappointing service experience.
We curently manage lead assignments for over 100 dealerships, each with a sales manager responsible for tracking and supporting lead engagement. Currently, we assign leads directly to salespeople using HubSpot workflows, but we cannot CC or BCC dealership sales managers, leaving them without visibility into lead assignments. Without automated notifications, our managers miss valuable follow-up opportunities. Manually notifying each manager is inefficient given the volume of daily lead assignments, and adding all managers/sales people as users in HubSpot is impractical. A native CC/BCC feature within HubSpot workflows would resolve these challenges by allowing automated, scalable notifications, giving managers real-time visibility into lead assignments, and enabling timely follow-up and accountability without added manual steps. This feature would enhance HubSpot’s appeal to companies with distributed sales models, such as automotive and franchise-based businesses, by allowing better oversight and seamless communication across locations. We believe a CC/BCC option would add significant value to HubSpot’s workflow capabilities and support organizations with multi-location sales structures.
We currently manage lead assignments for over 100 dealerships, each with a sales manager responsible for tracking and supporting lead engagement. Currently, we assign leads directly to salespeople using HubSpot workflows, but we lack the ability to CC or BCC dealership sales managers, leaving them without visibility into lead assignments. Without automated notifications, our managers miss valuable follow-up opportunities. Manually notifying each manager is inefficient given the volume of daily lead assignments, and adding all managers as users in HubSpot is impractical. A native CC/BCC feature within HubSpot workflows would resolve these challenges by allowing automated, scalable notifications, giving managers real-time visibility into lead assignments and enabling timely follow-up and accountability without added manual steps. This feature would enhance HubSpot’s appeal to companies with distributed sales models, such as automotive and franchise-based businesses, by allowing better oversight and seamless communication across locations. We believe a CC/BCC option would add significant value to HubSpot’s workflow capabilities and support organizations with multi-location sales structures.
In our case, we continuously send marketing emails to request Trustpilot Reviews. In order to have «verified» reviews from Trustpilot, we need to BCC them in the email sent to our user
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