jun 11, 20219:29 AM - editado jun 11, 20219:29 AM
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Conversation Inbox filter by mailbox
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Hi,
I am struggling to get an answer on this and have advised to post on here instead.
I have connected two Office365 mailboxes to 1 Conversation Inbox. How can I filter on each mailbox?
Sales have advised its not possible to do this and I would have to create multiple Conversation Inboxes which seems to defeat the object of having a collaborative Inbox if I have to split each channel into multiple Inboxes.
I'm happy to upgrade if nescessary but I don't want to have multiple mailboxes
Surely there must be a way to create a filter by mailbox, not just channel.
Unfortunately that's not possible at this stage. The only filter options would be the ones that you can see – in the left sidebar (Forms, Tickets, Bots etc.) and above the individual conversations (Open/Closed, Newest/Oldest). The only option is indeed to create multiple inboxes.
HubSpot apparently assumes that – if an inbox receives emails from multiple sources – that these do not need to be filtered by receiving email address. If you feel strongly about this being a feature, you could suggest it in the HubSpot Ideas section of the community. The product team reviews these suggestions based on popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Thank you for confirming my thoughts. Its a shame and to me a massive oversight on Hubspot part. Seems to defeat the object of having multiple channels coming in to one Inbox if it cannot be filtered properly.
Unfortunately that's not possible at this stage. The only filter options would be the ones that you can see – in the left sidebar (Forms, Tickets, Bots etc.) and above the individual conversations (Open/Closed, Newest/Oldest). The only option is indeed to create multiple inboxes.
HubSpot apparently assumes that – if an inbox receives emails from multiple sources – that these do not need to be filtered by receiving email address. If you feel strongly about this being a feature, you could suggest it in the HubSpot Ideas section of the community. The product team reviews these suggestions based on popularity.
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer