Sales Email

SWilsonA4u
Top Contributor

Move emails between different inboxes

SOLVE

I have two different inboxes set up, one for support and one for sales. Often a contact will mail sales when it should really be support. We have users that can access both mailboxes but we want the conversation to be moved, say from sales to support so that we can respond from support. Anyone know how this cna be done.

0 Upvotes
2 Accepted solutions
iamathlete
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Move emails between different inboxes

SOLVE

I don't mean to be the bearer of bad news, but I'm not sure there is a way to easily move messages between inboxes, aside from replying to the original message but sending it to the other email address.... and then replying to the original user from the correct inbox.

 

Truthfully, this is one of the reasons why we moved to creating tickets for all requests.  Not the most ideal solution, but we have 8 different inboxes/contact accounts.  With tickets we can very easily move the requests from one department to another.  Plus, better reporting than with the inbox.

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Kidomu
Solution
HubSpot Product Team
HubSpot Product Team

Move emails between different inboxes

SOLVE

Hello @SWilsonA4u ,

My name is Kirsten, and I work in Support. I came across your post while researching another matter and wanted to mention that this option is now available. You can find more on the original idea post from the forum here and the steps in the knowledge base article here.

Have a good day,

Kirsten

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6 Replies 6
Kidomu
Solution
HubSpot Product Team
HubSpot Product Team

Move emails between different inboxes

SOLVE

Hello @SWilsonA4u ,

My name is Kirsten, and I work in Support. I came across your post while researching another matter and wanted to mention that this option is now available. You can find more on the original idea post from the forum here and the steps in the knowledge base article here.

Have a good day,

Kirsten

jessebeginbound
Participant | Platinum Partner
Participant | Platinum Partner

Move emails between different inboxes

SOLVE

I think it's worth noting that this only works as a manual option. There is no way to automate it yet. All properties for the Conversations Object are "Read Only" when you try to manipulate or access them in workflows regardless of the tool or tier you are on.

0 Upvotes
SWilsonA4u
Top Contributor

Move emails between different inboxes

SOLVE

Many thanks @Kidomu thats a great feature.

0 Upvotes
JessicaH
HubSpot Alumni
HubSpot Alumni

Move emails between different inboxes

SOLVE

Hi @SWilsonA4u,

 

Thanks for reaching out.

I want to tag in some thought leaders to see if they have any suggestions.

Hi @AdamLPW @danielruby @iamathlete, would you be able to share your thoughts with @SWilsonA4u?

 

Thanks!

Jess  


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0 Upvotes
iamathlete
Solution
Contributor | Platinum Partner
Contributor | Platinum Partner

Move emails between different inboxes

SOLVE

I don't mean to be the bearer of bad news, but I'm not sure there is a way to easily move messages between inboxes, aside from replying to the original message but sending it to the other email address.... and then replying to the original user from the correct inbox.

 

Truthfully, this is one of the reasons why we moved to creating tickets for all requests.  Not the most ideal solution, but we have 8 different inboxes/contact accounts.  With tickets we can very easily move the requests from one department to another.  Plus, better reporting than with the inbox.

SWilsonA4u
Top Contributor

Move emails between different inboxes

SOLVE

 Thanks for the response, bad news yes, but knowing that there isn't a solution that I'm just missing is massively helpful. I don't think I want to go to all ticket at this stage, but for cross mailbox activity its definitely a solution that will work for me so thank you, appreciate that.