Great minds think alike

I would like the ability to setup permanent filters for inboxs   one use case is as follows   We have a 3rd party LMS that has all or nothing notifications settings. When turned on ALL notifications are sent to the configured email address. I would like to be able to filter some of the emails from this system so that they go straight to the filtered folder in the conversation inbox. e.g. Filter WHERE  domain is a@b.com AND subject contains 'online training session' etc.   It could be argued the 3rd party software needs to lift their game but the functionality as described could be used in lots of scenarios within HubSpot 🙂 ...read more

 We have been using Zendesk. They have a feature where we can forward an email from the client to an email address & it would create a ticket from that, but for the person who emailed me. In hupspot it creates a ticket for me and assigns me to it haha. Is there a way to change that?   https://knowledge.hubspot.com/articles/kcs_article/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address ...read more

It would be very helpful for there to be more ways to automate conversation assignment in the HubSpot Conversations Inbox.  A sepcific example that I have in mind regards forms. Can we have a question on a form that has either radio button or drop down menu options and depending on the option selected for this question, the conversation that is created upon form submission will be assigned to a specific team member? If option A is chosen, the conversation could be assigned to Sam, who is an expert on all things related to option A, but if option B is chosen, the conversation could be assigned to Susan, who is the best person for option B.   We have tried creating a workflow that will update the Contact Owner based on whether option A or B is chosen, but the conversation is assigned before the Contact Owner property is updated by the workflow, which commonly leads to the conversation being assigned to the wrong person. Having a straight forward, no work flow needed, solution would make this much easier to use and employees would not have to be constantly monitoring the Conversations Inbox. ...read more

Being able to send emails from Hubspot with our company font instead of using our email system and logging to Hubspot sales tools- more inclination to email from Hubspot to clients as our font which is part of our branded image will be integrated. Also the ability to use a marketing EDM template which includes an email header/images/colours for 1:1 emails. More cohesive 🙂 ...read more

When building sequences, right now we always have to create a separate email template when we're inserting emails. My team previously used Outreach and we loved that we could write emails directly into a sequence, without having to create a template.    Right now, every written email we add into a sequence requires a template- the templates are adding up quickly and add an unnecessary step in creating a sequence. Most of the templates are only used once anyways.   Would love to cut down on the clicks it takes to make a sequence! ...read more

The idea is simple, not all our users should see all emails that come to the inbox, but only the once that are assigned to them.   Sometimes (eventhough there is a diffrent address for that) partners send us sensitive information to our info@,  we still want to track the info@ but dont want it to be available for everyone. This can be annoying but it also can be dangerous, because it can also happen with tax consulting office, insurance, Applications etc.   So the idea is to add another level to the permission, not only if a user  hast permission to see the inbox, but also if he can see only assigned mails or all the mails. ...read more

Hi, I'm trying to setup Slack integration, but I'd like to connect different channels for different types of activity. However, I only saw the option of integrating one channel with the inbox.   My plan for each channel is: new_closed_won_deal: Slack notification for new sales WON in a new channel new_deal_support_request: Slack notification from new Deals created in a new channel client x: update info on related company and contact's history Makes sense? ...read more

It would be very useful to have connected the facebook/ig post comments to the inbox in hub spot. Many customers ask questions using the comments.   Thanks ...read more

While there are some conversations notifications options and workflow options based on conversations, right now there is no way to set up a notification that sends to the owner of a conversation when it has not been actioned within a certain period of time. Ideally this is something that could be adjustable and have the option to notify other static users if desired (such as a supervisor). For example, if an email or a chat comes into the conversations inbox and is assigned to a user, to have the ability to configure after X minutes without a response from the user, send a notification to the assigned user and / or to other fixed users such as a supervisor. Ideally this would work not only for first response but continuously until the thread was closed.  ...read more