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CateDuarte
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Top Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

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I have increasing number of customers asking me for contact Follow-Up flows.

 

Sequences would be a perfect fit. Issue is that they use a shared inbox to follow-up on enquiries. 

 

Anybody has a workaround for this? 

 

Thank you! 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE

Issues with Sequences is that they are not to be used with a shared inbox (personal inbox only). A user could be created with the shared inbox email but not sure this would somehow impact negatively the email domain (if used in Sequences). 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com

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ClarindaBoom
Contributor | Elite Partner
Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE

ah I'm afraid that's going to be tricky then - looks like quite a few people are requesting this as a possibility here: https://community.hubspot.com/t5/HubSpot-Ideas/Sending-Sequences-from-a-shared-inbox/idc-p/386611/hi...

 

Maybe you could upvote? sorry i couldn't be of much help!

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ClarindaBoom
Contributor | Elite Partner
Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE

Hi Cate,

 

I need more details here about the type of flow you're after and when it should be triggered

 

Are these inquiries linked to the correct contact record? could they just enrol that contact in a sequence when an enquiry comes in? if they have enterprise they can also enrol in a sequence via a workflow. 

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CateDuarte
Solution
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE

Issues with Sequences is that they are not to be used with a shared inbox (personal inbox only). A user could be created with the shared inbox email but not sure this would somehow impact negatively the email domain (if used in Sequences). 

Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 Upvotes
ClarindaBoom
Contributor | Elite Partner
Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE

Oh i see what you mean now - you want the email address of the shared inbox to be the user of the sequence? Is there any reason users who access the shared inbox can't enrol contacts with their own user email?

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CateDuarte
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Shared Inboxes and Enquiry Follow-Ups

SOLVE
Conservative way of thinking. They want enquiries to be handled from a
enquiries@ email address.


Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
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