Tips, Tricks & Best Practices

ZVasseur
Member

Log Email to Specific Deal or Ticket

SOLVE

Is there a way to create a custom email where the specific reply will automatically get logged to a sales opportunity or ticket? I am looking for a way to say: send a message to this email and it will get linked to your open ticket. 

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1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Log Email to Specific Deal or Ticket

SOLVE

Hi @ZVasseur,

 

Not directly, no. You can log an email directly to a contact record using a BCC or forwarding address and – if the contact record is associated with a company or deal record – HubSpot should automatically associate the email with the company and deal records. This automatic association does however not work for tickets (see the table under the previous link). You would have to manually associate the email to the correct ticket.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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3 Replies 3
webdew
Guide | Diamond Partner
Guide | Diamond Partner

Log Email to Specific Deal or Ticket

SOLVE

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0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Log Email to Specific Deal or Ticket

SOLVE

Hi @ZVasseur,

 

Not directly, no. You can log an email directly to a contact record using a BCC or forwarding address and – if the contact record is associated with a company or deal record – HubSpot should automatically associate the email with the company and deal records. This automatic association does however not work for tickets (see the table under the previous link). You would have to manually associate the email to the correct ticket.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

SMarston
Participant

Log Email to Specific Deal or Ticket

SOLVE

Will there ever be a way to assign emails to a Deal?  We have contacts that are part of many deals and all emails relevant or not, are attach to every deal the person is connected with.  This gets very cumbersome.  Example: Tom Jone  has a deal with Hilton, Amazon and Jeep.  In Jeep all of his amazon and hilton emails are there.  Makes it very difficult to be sure you don't miss anything.

0 Upvotes