Automatic Email Forwarding

[KJohal]

I know we can forward the email in Hubspot but I am unable to find any option to do the email forwarding automatically instead of doing it manually.

Is automatic email forwarding feature availiable in Hubspot??

[YasmimMayumi]

I wouldn’t say this is solved. I want to create an automation where, when we receive an outbound lead email reply and I assign a new owner in HubSpot, the new owner receives the forwarded reply in their inbox instead of a new email being sent. That way, the conversation continues in the same thread in their inbox instead of creating another thread. I’d love to set this up in HubSpot (I’ve been trying to find a way to do it in Zapier, but it doesn’t seem possible so far).

[STierney]

Hey @YasmimMayumi - thanks for posting in the Community!

Because this is an older thread, and your inquiry differs slightly from the original question, can you please create a new post? I want to be sure that we're able to get as much visibility on this as possible.

Shane, Community Manager

[KHeidrich]

Hi Karsten

I have already managed to setup the forwarding. a) manually from my mail account's inbox to Hubspot in order to create contacts and b) from my mail account's inbox to a second mail account of mine for testing reasons. Both processes work. Now I want to automatically forward it to hubspot from my mail account. Basically the same thing. However, it does not work, since it does not create contacts. However a) and b) work. What coudl be the reason?

[karstenkoehler]

Hi @KJohal,

Do you want to forward emails from HubSpot to another email address or from a non-HubSpot inbox to HubSpot?

As far as I know, the former is not possible. The latter can be achieved in most email clients. The exact steps depend on what you're using:

Create rules to filter your emails

Manage email messages by using rules

Best regards!

[saps]

This is what I'm trying to do too. But when I add our Hubspot forwarding email address to my rules on Google Workspace email, it sends a code to our Hubspot forwarding email... which doesn't get sent back to us. 

Xero has solved this problem by forcing to send an auth email, but I can't seem to find this on Hubspot.

[KJohal]

I wanted to forward the emails from HubSpot to another email address. Thankx for providing the info.

[karstenkoehler · Accepted solution]

Hi @KJohal,

Any email coming into HubSpot came from another inbox before landing in HubSpot. I'd recommend setting up the forwarding at the source.

Best regards!

[colucci]

I love it when the Accepted Solution is "You can not do that"

Let me present a scenario where using the source inbox does not work.  We use one email for support (Support@Company.com) but have half a dozen support agents to whom tickets are assigned.  They always reply as support@company.  What we want when the client responds is for Hubspot to identify the assigned agent and then forward the email to their personal address.  This not only notifies them that the client has responded but gives them the actual response.

As is, we would have to forward all support emails to every agent (a nightmare) or send the generic HubSpot notification notice which contains zero information about the response.  We choose the latter but it is not good.

Another option is to include incoming email in the automated notifications.  This too is not an option in HubSpot.

So... yes...  You can't do that.

D'nardo