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What is Inbox Automation in HubSpot? Explained

Written by Shubham Mishra | Aug 11, 2023 12:25:34 PM

Inbox automation in HubSpot is a way to automate your email inbox so that you can manage your email more efficiently. With HubSpot inbox automation, you can set up rules to automatically move, archive, or delete emails based on certain criteria. This can help you keep your inbox organized and tidy and free up time to focus on other tasks. 

Inbox automation can be a useful tool for anyone who uses email regularly, but it can be especially helpful for people who receive a lot of emails or who have difficulty keeping their inboxes organized. HubSpot inbox automation may be worth exploring if you're looking for a way to streamline your email management.

Inbox Automation in HubSpot

HubSpot inbox automation allows you to automate tasks related to your email inbox. This can include tasks such as managing emails, sorting messages, and responding to messages. Automating these tasks can save you time and help you keep your inbox organized. 

Ways To Use HubSpot Inbox Automation 

 

There are a few different ways through which you can use inbox automation in HubSpot. One way is to create rules for how your inbox should be managed. For example, you can create a rule that automatically moves all emails from a certain sender to a specific folder. You can also create rules that automatically delete or archive emails after a certain period of time. 

Another way to use HubSpot inbox automation is to set up automated responses to incoming messages. For example, you can set up an automated response that thanks the person for their message and asks them to contact you at a specific time or date. You can also use automated responses to send out information about your business, such as your business hours or contact information. 

How To Turn On Connected Inbox Automation

To set up automation for an already connected inbox:

  1. Click the settings button in the main navigation bar of your HubSpot account.

  2. In the sidebar menu on the left, choose General.

  3. Go to the Email tab.

To enable inbox automation for a specific personal account, select the account and then click the Inbox Automation option to the right of the account.

Inbox automation may be disabled at any moment using the email integration settings. If you disable this option, automation will save suggested tasks and contact data.

Benefits Of Using HubSpot Inbox Automation

The following are the benefits of using HubSpot inbox automation:

  • The ability to snooze emails until later.  

  • The ability to create tasks from emails. 

  • It sets up automated reminders. 

  • The ability to track email opens and clicks. 

  • The ability to unsubscribe from unwanted emails. 

Conclusion

Inbox automation can be a helpful tool for managing your email inbox and keeping your messages organized. It can also save you time by automating tasks that you would otherwise have to do manually. If you are looking for ways to improve your email management, consider using HubSpot inbox automation.