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Best answer

Zap Filter + HubSpot email assignment

  • July 22, 2022
  • 3 replies
  • 82 views
V
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Hi,


Would it be possible to automate email assignments on HubSpot depending on which email address received the email? So the current set-up is that we have inboxes in HubSpot that are connected to other Gmail inboxes.

For example, team@test.co (which is connected to HubSpot and has a Gmail account) automatically receives emails directed to james@test.co, tim@test.co, and kim@test.co. As a result, all emails sent to james@test.co, tim@test.co, and kim@test.co are routed to team@test.co.

Could we use Zapier to automatically assign John to all emails that were sent to james@test.co?


Would the trigger be "New Engagement"?

Best answer by christina.d

Hey there, @valeriasem! Ah, thanks for sharing that.

You’re right, I didn’t see an assign association action at the moment! 😔 I might recommend opening a ticket with our friends in support to see about opening a feature request for this. While it doesn’t guarantee implementation it’ll at least allow us to track interest moving forward.

Thanks again for reaching out and keep us posted with any other q’s!

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 22, 2022

Hi @valeriasem 

Good question.

Often the best thing to do is to try to configure the Zap and test to see what data points are available.

The Zap trigger for HubSpot New Engagement has a setting to select the type.

 

⚡ Troy Tessalone - AutomationAce.com | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
V
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  • valeriasemBeginner
  • Author
  • Beginner
  • July 22, 2022

Hi @Troy Tessalone 

The thing is, even if we set up a filter somehow to pick a particular inbox and only in it to search for emails sent to "james@test.co" (we can't choose an inbox in the filter atm), still on a third step we don’t have an "Assign to" event to pick

 

christina.d
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  • christina.dZapier Staff
  • Zapier Staff
  • Answer
  • August 6, 2022

Hey there, @valeriasem! Ah, thanks for sharing that.

You’re right, I didn’t see an assign association action at the moment! 😔 I might recommend opening a ticket with our friends in support to see about opening a feature request for this. While it doesn’t guarantee implementation it’ll at least allow us to track interest moving forward.

Thanks again for reaching out and keep us posted with any other q’s!

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