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.
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!
Everyone, I recently got an answer while discussing this with my direct rep from Hubspot. The bottom line is no, this will not be impelemented. Its not about the ability to do so, but the legality and compliance aspect for mass mailing in the united states.
That said, an optional solution was presented. When doing the marketing email, set it up with a workflow. In that work flow to send the email out would also send a second email to the contact owner, rep or person you want to have copies of using a property function. That second email could then be used to flag follow ups, advise a rep or group of the individual the email was sent to, etc. While not as convenient, this did give me the ability to let my outside rep groups know who was getting marketing emails in their territory as they are not part of my inside sales force and thus not connected with our Hubspot system.
Hope that may help at least a few of you out there!
Desde a contratação do HubSpot, tenho a necessidade de enviar campanhas de e-mail marketing por meio de e-mail em massa copiando time de vendas ou outros destinatários, principalmente em e-mails personalizados com informações de clientes, e fui surpreendido com a impossibilidade de definir CC ou CCO nas estratégias de e-mail.
Encontrei algumas ideias levantadas a partir de 2017 na comunidade, mas os retornos dados pela Equipe de Produto da HubSpot (em 2017 e 2020) não foram satisfatórios para os usuários. Alguma atualização prevista para 2025?
Hello. I would like to request this function (CC), as when our automated emails are sent out as part of workflows we need the client to reply to multiple people, e.g. our team's inbox plus a specific staff member.
Love for this feature to be live soon... We're sending marketing emails a lot and would like to keep the deal owner and content team looped in for easy checking.
