Sales Email

TGuerrin
Participant

Can we CC a person on Pipeline Emails automatically?

SOLVE

I'm wondering if there's a way we can cc a specific team on all emails being sent from a pipeline. 
EX: 
When a customer's invoice is due, we send them a reminder - cc'ing our accounting team. 

3 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can we CC a person on Pipeline Emails automatically?

SOLVE

Hi @TGuerrin,

 

Automated emails sent from workflows do currently not support CC or BCC, no, this is unfortunately not possible.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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JustinPerkinsC
Solution
Top Contributor

Can we CC a person on Pipeline Emails automatically?

SOLVE

Yeah as they mentioned the reason this isn't allowed is you can easily see the issue of mass CC's possible from an automation standpoint. Even though I see why you would potentially want to do this in this example I can see the day someone makes a mistake and CC's someone on 40,000 emails. That said you could create a separate Alert/notice specific to the accounting team

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin

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0 Upvotes
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Can we CC a person on Pipeline Emails automatically?

SOLVE

Hey @TGuerrin 

so not possible to cc or Bcc

but you can create and internal email or notification to be sent to the accounting team/users.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

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4 Replies 4
Lucila-Andimol
Solution
Most Valuable Member | Platinum Partner
Most Valuable Member | Platinum Partner

Can we CC a person on Pipeline Emails automatically?

SOLVE

Hey @TGuerrin 

so not possible to cc or Bcc

but you can create and internal email or notification to be sent to the accounting team/users.

hope this helps

María Lucila Abal
COO Andimol | Platinum Accredited Partner
HubSpot Expert, Top Community Champion | Hall of Fame IN23&IN24
Certified Trainer (12+ years) | SuperAdmins Bootcamp Instructor

Have questions? Get answers:

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0 Upvotes
TGuerrin
Participant

Can we CC a person on Pipeline Emails automatically?

SOLVE

That's a great idea! could you link me to a source on how to create this notification?

0 Upvotes
JustinPerkinsC
Solution
Top Contributor

Can we CC a person on Pipeline Emails automatically?

SOLVE

Yeah as they mentioned the reason this isn't allowed is you can easily see the issue of mass CC's possible from an automation standpoint. Even though I see why you would potentially want to do this in this example I can see the day someone makes a mistake and CC's someone on 40,000 emails. That said you could create a separate Alert/notice specific to the accounting team

Justin Perkins
Marketing Operations Manager
JPerkins@contractlogix.com
Contract LogixLinkedin
0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Can we CC a person on Pipeline Emails automatically?

SOLVE

Hi @TGuerrin,

 

Automated emails sent from workflows do currently not support CC or BCC, no, this is unfortunately not possible.

 

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