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DELIVERY MODULE About 1 week

Shared Inbox & Conversations Setup

Connect a shared email address to the HubSpot inbox with routing and a team signature set up, tested end to end, and the team shown how to use it.

Delivery module

AU$400

About 1 week

Enquire About This Module Enquire About This Module

What this module actually does

Included

Client has a shared email address live in the HubSpot inbox, with new emails assigned to the right team members.
Client's team replies to customers from HubSpot with a consistent team signature.
Every customer email is logged against the right contact record.
Client's team knows how to pick up, reassign and close conversations.

Not included

Help Desk or ticketing setup (see Help Desk & Ticketing)
Chat widgets and chatflows
WhatsApp, Facebook Messenger, calling or other non-email channels
Automatic out-of-hours email replies (these need a workflow, which needs a Professional subscription)
SLA configuration or response time tracking
Skill-based routing or assignment workflows
Snippet library build beyond a demonstration
Sending domain authentication beyond connecting the domain in HubSpot (DNS changes are made by the client's IT)
More than one shared email address (each extra address is a separate scope item)
Ongoing inbox management or monitoring

How it runs

Kickoff

We confirm exactly what the module needs to do and sort out the access we need, so there's no delay once work starts.

Build

We build and configure the module in your portal, working from the scope we agreed.

Handover

You get it tested, documented, and walked through with your team.

What we need from you

The shared email address to connect and who hosts it (Gmail, Office 365 or another provider), needed before Team Email Channel Connection
Partner Admin or Account Access permission in HubSpot for King Henry, needed before Team Email Channel Connection
Someone who can log in to the shared mailbox or add a forwarding rule to it during setup, needed before Team Email Channel Connection
Team signature wording, needed before Team Email Channel Connection
List of team members who need inbox access, each with a Sales or Service seat, needed before Routing and Availability
How conversations should be assigned (specific people, a team, or the contact owner), needed before Routing and Availability
Each team member's working hours set in HubSpot, needed before Routing and Availability

What do I actually get at the end?

A part of your HubSpot portal that's built, tested, and documented, plus a handover so your team knows how to use it.

How long does it take?

The timeline shown above is a rough guide for this module, counted in weeks from the point scope and access are confirmed. It moves with how quickly your team can give us access and sign-offs.

Can this be combined with other modules?

Yes. Modules are often bundled into one Build Project, so if you need more than one, we scope them together.

Want this module in your scope?

Enquire and we'll come back with timing and how it fits with everything else you need.

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