Sales Email

SWilsonA4u
Colaborador líder

Move emails between different inboxes

resolver

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 Me gusta
2 Soluciones aceptadas
iamathlete
Solución
Colaborador | Partner nivel Platinum
Colaborador | Partner nivel Platinum

Move emails between different inboxes

resolver

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.

Ver la solución en mensaje original publicado

Kidomu
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Move emails between different inboxes

resolver

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

Ver la solución en mensaje original publicado

6 Respuestas 6
Kidomu
Solución
Equipo de producto de HubSpot
Equipo de producto de HubSpot

Move emails between different inboxes

resolver

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
Participante | Partner nivel Platinum
Participante | Partner nivel Platinum

Move emails between different inboxes

resolver

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 Me gusta
SWilsonA4u
Colaborador líder

Move emails between different inboxes

resolver

Many thanks @Kidomu thats a great feature.

0 Me gusta
JessicaH
Exmiembro de HubSpot
Exmiembro de HubSpot

Move emails between different inboxes

resolver

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  


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !


0 Me gusta
iamathlete
Solución
Colaborador | Partner nivel Platinum
Colaborador | Partner nivel Platinum

Move emails between different inboxes

resolver

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
Colaborador líder

Move emails between different inboxes

resolver

 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.