HubSpot Ideas

jenniferlim

Save email draft in CRM

It would be great if HubSpot would allow me to save a draft of my email in the CRM.

Actualizaciones de HubSpot
Estado actualizado a: Being Reviewed
February 21, 2024 03:14 PM

Hi all! The messages are reaching me! Apologies for not posting an update sooner. I'm putting this into Being Reviewed because it is a project I am hoping we can get to later this year. I can't make any promises right now though.

Reading through the comments, it looks like there are a few different ideas represented here, falling into two main categories:

  1. The ability to intentionally save an email in a Draft state because you're still workshopping the content, reviewing with colleagues, etc., and want to revisit it later.
  2. An autosave functionality in the email communicator that reloads the content previously there if there is a glitch or you accidentally refresh your browser, etc.

It will likely take a few different teams to accomplish these different asks. If we're able to work on one and not the other, I will clarify that here and create a separate idea to track, if necessary. UPDATE: https://community.hubspot.com/t5/HubSpot-Ideas/Autosave-draft-emails/idc-p/926848 was put on my radar as a related post. Let's use that one to track if 2 is your use case, and this will be for 1!

Estado actualizado a: Not Currently Planned
March 19, 2021 04:53 PM

Hi everyone - Thanks so much for your comments and engagements on this thread. We take your feedback very seriously and have been tracking the popularity of this request. We don't currently have the bandwidth to tackle this work right now, so I'm updating the status of this idea to reflect that. Apologies that it's not better news, but I will be back here with an update if and when we are able to move forward with this!

98 Comentarios
jvdke
Miembro

I'd like to make a feature request for saving drafts. Currently when typing a mail in HubSpot to a contact, navigating away deletes the mail, with no option to save a draft. 

 

This is very cumbersome when typing multiple mails as closing any tab deletes the mail.

MMagalhaes
Miembro

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
Miembro

need it too.

JGould
Miembro

It would be extremely helpful to have the ability to save email drafts in individual contact files on mobile and on desktop. 

LLynam
Participante

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

KLacy
Miembro

This would be highly valuable for teams that require draft approval, such as ours that work in finance and tech. 

RNabers
Miembro

I agree 100%. We're coming from Front App and not being able to share drafts before sending (especially to get supervisor approval) is a major drawback/shortcoming of Hubspot.

WillHS
Miembro

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

SheaThompson
Miembro

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
Miembro

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
Miembro

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
Miembro

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
Miembro

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

sarahdecarlo
Participante

Not only should this be available, but drafts should autosave! Just like everything else in HubSpot... our Support emails often take several rounds of technical input to put together. That is impossible right now without a draft feature. And even for simple responses, people can lose Internet connection/accidentally close a window/any number of things can happen. Email drafts in the CRM and in Conversations Inbox should autosave.

drewshepard
Miembro

Situation: Composing an email under a contact. Need to stop to do some other work. (Noticed this has issue has 190 upvotes over a number of years)

Experienced: The email can inadvertantly be lost

Expected: The email should be autosaved. Or at the least be able to be saved manually.   

To further make my point, "Your content was last auto-saved at 2:49 PM" is at the bottom of this comment / bug report.  Even this has an auto save and it is not nearly as important as an email that could have taken an hour to write.

Suggestion: to ensure the email is not forgotten the system should automatically set up a task to remind the writer that the draft email has not be sent.

 

This would seem to be such an easy change to make......why does it take so long?  Hope it is OK that I will copy this to the PM of this product on LinkedIn

 

 

fredericoroldao
Miembro

Hi. When I forward a message I see 3 dots on the bottom but when I hover over them a message says "the contents on this section cannot be edited". When I reply to a message I don't see the 3 dots nor the original message. Doesn't it make sense to be able to see the original messages just like in any email program, to get context, without having to open an extra tab just to see them?

Also, when creating an email and stopping midway, if I close it why I am I not able to see the draft a while later?

lisa_karlen
Miembro | Partner nivel Platinum

I do not know if this feature is covered somewhere else as this thread is old, but still this is a feature our users are asking us about alot! 

MShields2
Miembro

NEED!

egodfrey
Miembro

We need this as well, our team is having to save drafts as documents to make sure they don't lose their work.