Tips, Tricks & Best Practices

CateDuarte
Top Contributor | Elite Partner
Top Contributor | Elite Partner

Adding an email in cc or forwarding

Hi, 
We have a customer that is in the home renting space.
He works with third party providers. He are looking to use Service Hub to manage communications with customers.  However, they need to involve the partner in these threads.
As far as I understand there is no way of adding an automatic "cc" or automatically forwarding emails in Hubspot. Am I wrong?
Anyone had a similar situation? Or used any workaround? 
 
Thanks,
Catarina Duarte

Senior Consultant | Periti Digital
Email: cduarte@peritidigital.com
0 Upvotes
2 Replies 2
BukunmiOdetayo
Top Contributor | Partner
Top Contributor | Partner

Adding an email in cc or forwarding

Hey @CateDuarte,

 

Do these partners have associated records (companies, contacts, etc.) inside of your customer's HubSpot?

 

I think there should be a way to use workflow with these associated records if there are.

 

Thanks for the invite, @TiphaineCuisset 







Bukunmi (Matt) Odetayo



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TiphaineCuisset
Community Manager
Community Manager

Adding an email in cc or forwarding

Hi @CateDuarte 

 

Thank you for reaching out.

 

I want to tag some of our top contributors here! - @ChrisoKlepke @LMeert @BukunmiOdetayo do you have any thoughts for @CateDuarte on this? 

 

Thank you!

Best

Tiphaine


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