HubSpot Ideas

jenniferlim

Save email draft in CRM

It would be great if HubSpot would save a draft of my email in the CRM so that I don't lose any informatoin in case I accidentally click on another link or close the window. 

15 Replies
scastles
Member

This needs to be a part of this platform. I hope to see this developed ASAP. 

BPrice7
Participant

Its been too long that members have asked for this feature. An essential feature might I add.

CDulock
Member

We have self-driving cars, drones, and with it being 2022, the year George Jetson was born, we should at least be able to save email drafts in Hubspot.

 

Even though there has only been less than 200 people who "like" this thread, statistics say for every 1 person that complains, there are 27 more that don't speak up... let's just call it 4,000+ people are complaining about this.  It's pretty wild Hubspot doesn't carry the most common function of any email client (drafts). It would save us a lot of money in team time from losing drafts and having to rewrite stuff.

 

If you want to take this implementation to the next level, shared drafts like Front has would be even better. Commenting like Front has on emails would be next level as well. #its2022letsgo

boz928
Participant

This is a standard feature in any web app worth its weight. Persistent saving as the email is typed is a necessary feature. I regularly (once a day or more) lose the emails that I'm composing in a Hubspot browser. It's incredibly frustrating. And I think this is a standard feature of web protocols - it's just something that Hubspot would need to enable in their compose windows. Something as simple as adding a single line of code to the compose window. 

 

I'd use a full email client but unfortunately (and this is the one reason that I regret migrating from win to mac), MacOs doesn't offer any decent email client. Hubspot does not publish a Hubspot plugin for Outlook for MacOS. I understand that business decision. It makes sense.

 

But not enabling the auto-save feature that Hubspot has already completely developed and deployed in their support modules for all email-compose windows is wildly irrational. 

 

As I'm typing this reply into the Hubspot support module, I see that at the bottom of the compose window, it says, "Your content was last auto-saved at 4:24 PM" so even the Hubspot support module auto-saves when drafting. But not when drafting an email in hubspot? This is madness! 

 

Since you already use this feature in your support suite, please enable it hubspot-wide in your email-compose windows. 

 

Thanks. 

MWeik
Member

This would be huge for us and general use. I understand bandwidth issues, but this is so necessary. Please reconsider this soon!

MMagalhaes
Member

It would be great to have a "draft tab" in the inbox menu. When you are writing emails, it would be saved as a draft. 

 

MilanMahovsky
Member

need it too.

LLynam
Participant

Causing issues all the time with multiple users reporting they are losing long emails and notes and creating frustration with HubSpot. Its actually making adoption really hard for us as its a basic requirement that users expect to come as standard in 2022

WillHS
Member

this is clearly a necessary feature that most other CRMs have...

SheaThompson
Member

I just spent an hour this morning drafting a response.. only to find out that hubspot doesn't save drafts. Came back a few hours later and it was gone.

 

This is VERY upsetting. You would think the largest CRM on the planet would have better functionality for marketers.

SheaThompson
Member

I actually just noticed... these messages... for these comments... EVEN HAVE AUTOSAVE. What gives? You put autosave functionality on the complaints against you, but not the emails in your CRM software? ... LOL

Averyg
HubSpot Employee

This would be a really useful feature for sales teams.
Use case: Teams who need approval before sending emails, they will be able to save an email on a record as a draft instead of saving externally/as a note and having to go through multiple steps to then craft it as an email within HubSpot. 

JDale
Member

People in our group have lost more than a few emails due to the tab getting closed etc. Retaining drafts would be highly appreciated.

TMayton
Member

This BUG is a huge issue. How can this be reported nearly 5 years ago and still be an unplanned fix? This is unacceptable HubSpot. Conducting business mostly via email requires the ability to save DRAFTS! I assume you (HS) use your own system and have experienced this as well? Not hard to replicate....Look forward to the fix in 2023. Thanks!

MGuidi34
Member

The internal email feature overall should be a big point of development, in addtion to saving drafts.