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I want to forward all incoming E-mails to my HubSpot CRM System. To achieve this I want to configure my Exchange Server to forward them.

Exchange Server seems to provide only a redirect rule and no forward rule. Unfortunately redirect does not work, as Hubspot only recognize forwarded emails.

I've found this in the Hubspot Docs.

enter image description here

I assume that my exchange server redirects the email to Hubspot, but Hubspot can't find the forwarded text block and so it can't match the email to a contact.

Is there any way to forward all emails and append a text block with the sender to the original message ?

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  • The ---Forwarded--- Block originates from Outlook Client, not from Exchange. Have you tried to create an Outlook rule on the client?
    – bjoster
    Jul 22, 2020 at 11:04

1 Answer 1

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Do you want to forward all incoming emails include a forwarded text block to Hubspot? If so, you could create a new mailbox which is specified to get all incoming emails, then create a transport rule which is used to Cc these emails to the new mailbox, after that, you could create an Outlook rule for this "Cc" mailbox to forward these incoming emails to Hubspot.

The following snapshots which show the transport/Outlook rule:

1.1 Exchange 2010(Transport Rule): enter image description here

1.2 Exchange 2013/2016/2019(Transport Rule): enter image description here

  1. Outlook Rule:

enter image description here

After creating the above transport/outlook rules, all incoming emails will be Cc to the new mailbox, at the same time, they will be forwarded to another external email address : enter image description here

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  • This looks good. But does this work for a accounts for the whole company ?
    – Simon Ludwig
    Jul 28, 2020 at 10:16
  • Yep, the step 1.1 and 1.2 are to copy all incoming or outgoing emails in your organization to a specific mailbox, and then we could use this mailbox to forward emails to Hubspot(The forwarded emails also include the forwarded text block).
    – Ivan_Wang
    Jul 29, 2020 at 1:36
  • Does it work even if my outlook is closed ?
    – Simon Ludwig
    Sep 3, 2020 at 22:14
  • @SimonLudwig You could check if the rule only applies for Outlook, or both of Outlook and OWA by viewing if there is a status "Client-Only" behind the rule. If the rule shows "Client-Only" status, the rule won't work until you start Outlook. For the rule I post above, it will work even Outlook is closed
    – Ivan_Wang
    Sep 4, 2020 at 9:40

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