Sep 15, 2020 9:13 AM
The Customer team currently uses Help Scout to manage customer tickets. The Sales team uses Hubspot to send and reply to e-mails.
Sometimes, the Customer team needs to forward messages to the Sales owner because it is a sales matter. So, the Sales has to reply from Hubspot. However, I do not reach to forward properly the e-mail from HelpScout to Hubspot.
Do you have some tips?
The HelpScout e-mail logs 1 activity in the contact page on Hubspot, it is cool to keep a track record but it is not enough to reply properly to the contact.
Sep 16, 2020 3:21 AM