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.

Mises à jour HubSpot
Statut mis à jour : 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!

Statut mis à jour : 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!

87 Commentaires
SamPercival
Membre

How many more upvotes needed to get this sorted? It's been YEARS. Was about to go all in on the Pro package but I'm deciding against it entirely due to little things like this.

fredericoroldao
Membre
Maybe there’s a filter preventing these messages to reach the team at Hubspot…? :-))))))
taryn1
Membre

our sales team really needs to be able to create email drafts. Please reopen this request

sarahdecarlo
Participant

@hroberts checking in 3 years + several upvotes/comments later - can this be revisited? It is such a basic feature, and our workflow (needing to copy/paste from an outside source to ensure drafts are preserved) is much clunkier without it.

Statut mis à jour : Being Reviewed
hroberts
Équipe de développement de HubSpot

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!

sarahdecarlo
Participant

Thank you so much @hroberts , so happy this is being reconsidered! I appreciate your update.

fredericoroldao
Membre
I also appreciate the update. However, as a paying customer, I don’t appreciate “later this year” as a deadline. This is beyond acceptable, ridiculous, and a clear negligence from the Hubspot team. Unbelievable, to say the least.