Forwarding Emails with Notes

[KJenkins9]

My company is currently transitioning roles and the way we communicate with our customers. Sales uses Outlook and Support uses HubSpot. For example, we have Sales staff forwarding customer emails to HubSpot for our Support team to answer.  When a Salesperson forwards an email, we'd like them to include context (e.g. contact details, order inquery, tech support, etc.) . But we're not seeing a away to automatically attach or include Notes to the HubSpot ticket, other than asking the Salesperson to send an additional email. Any suggestions?

[KJenkins9]

Thanks, I appreciate your reply. The post, Make short notes for Contact? might be a possibility which we'll explore. Unforunately, the Idea, Add a comment to a note/email is exactly what we want to use but there is no functionality for Notes in HubSpot's workflow or email app integration so this is not a solution.

[BérangèreL]

Hi @KJenkins9 and welcome, it's so great to see you here! 🎉

Great question, thanks for asking the HubSpot Community!

I have found for you the solution from @ndwilliams3 on this post "Make short notes for Contact?" that could help you.

Also, I’ve noticed a similar idea already present in our Ideas Forum: Add a comment to a note/email.
To contribute, you can upvote the existing idea and share more details about your specific use case in the comments.

I hope this helps!

Have a lovely weekend and looking forward to seeing you around the Community!

Best,
Bérangère