You can use Round Robin HubSpot Contact Owner Assignment feature to automatically assign the shared inbox conversation based on the HubSpot contact owner. Once applied, new conversations in the shared inbox will be assigned to the appropriate HubSpot contact owner automatically.
How it Works
If you are wanting to automatically assign the shared inbox conversation to the HubSpot contact owner, then this feature is for you.
So in our example below...
- FIRST: Chris Brisson will get the 1st conversation
- SECOND: Mallory P will get the 2nd conversation
- THIRD: Salesmsg UK Team will get the 3rd conversation
Step 1: Map Your HubSpot Users To Salesmsg Users
As the admin of your organization's account and after you've integrated with HubSpot, you'll need to map your HubSpot users to your Salesmsg users to set up the HubSpot contact owner texts.
You can find this by going to Settings > Integrations > HubSpot Settings
Under the Shared Inbox settings Settings Tab, you'll need to toggle on the HubSpot Contact Owner Assignment feature as the Salesmsg Organization Owner.
Contact Owner is a contact property one can use on HubSpot, its a list of your HubSpot users that can be assigned ownership of a specific contact.
You could use this to make simpler smarter workflows...
Now when I enroll three unique contacts with two unique contact owners my Salesmessage Shared Inbox assigns the conversation to the HubSpot Contact Owner automatically!
Even when a linked Salesmessage-HubSpot contact sends a message to your Shared Inbox number the conversation is automatically assigned to the HubSpot Contact Owner!
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