Sales Email

KJohal
Member

Automatic Email Forwarding

SOLVE

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??

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic Email Forwarding

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

View solution in original post

6 Replies 6
KHeidrich
Member

Automatic Email Forwarding

SOLVE

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?

 

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Automatic Email Forwarding

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
saps
Member

Automatic Email Forwarding

SOLVE

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
Member

Automatic Email Forwarding

SOLVE

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

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Automatic Email Forwarding

SOLVE

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!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

colucci
Participant

Automatic Email Forwarding

SOLVE

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

 

0 Upvotes