Oct 17, 20233:14 AM - edited Oct 17, 20233:15 AM
Participant
How to automate a property to an incoming mail to a team mailbox
SOLVE
Hey all,
how can i automate a property to a team mailbox.
I have a custom property called Source of contact, which allows me to allocate lead generation a little more specific to our sources.
Our case: We have a team email "sales@..." which runs into the inbox. Is there any possibility to automate the property "Source of contact=sales_email_inbound", when the lead comes over this email adress?
Yes, this can be achieved with a conversations-based workflow. (When creating a workflow, make sure to scroll down the left sidebar until you see the workflow type for conversations.)
You can then enroll conversations based on their inbox and set a contact property value as the first and only action of that workflow:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
Yes, this can be achieved with a conversations-based workflow. (When creating a workflow, make sure to scroll down the left sidebar until you see the workflow type for conversations.)
You can then enroll conversations based on their inbox and set a contact property value as the first and only action of that workflow:
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer