[HubSpot Connect] - Dossier Integration

What does this integration partner do?
Dossier (by Onboardify) is a customer support product that helps you tackle and organize customer communications between HubSpot CRM and email.

Dossier Video.png

What does this integration enable?
Once your contacts are in HubSpot you can assign tasks to emails, get BCC’d when a customer emails anyone on your team, and prioritize your inbox using status tags. Save time by setting up quick replies in your mobile Gmail or Outlook app. You can also start live chats with users, set up quick replies on your mobile email, and use automated help messages to help you onboard users.

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How might Marketing and Sales use this integration?
You arrive at work Monday morning to an inbox containing 73 unread emails - yikes! Where to begin? Sync your chaotic inbox with HubSpot using Dossier. This helps you get organized and save time by starting your week strategically so that you know exactly what emails and tasks to tackle first.

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Who gets it:
The integration is free for HubSpot customers who also have Dossier

  • Pricing and sign up information for Dossier can be found here.

How-to integrate:

Support:
This integration is built and supported by Dossier. Customers can reach out to them for support:

Date Available to Customers:
Now Live

Languages Support?
All languages supported by HubSpot

Integration page:

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