Front users

We are using hubspot for most of our current automation and processes. Can I use a automation rule to generate a task in Hubspot when XYZ conditions or do I need to create an API for that? 

I know that it is fairly easy to setup automation and have an automatic reply using a template but is it possible to trigger an action that would generate an IA answer and have it saved as draft for a teammate review before sending? 

Is it useful to use multiple areas to manage 160 users divided across multiple operating units?

With dynamic objects can I link an ID that is not part of the link?

How can I move a rule from Area A to Area B?

We are trying to streamline our process in sending confirmation to clients. Is there an app or plugin we can use to integrate to our template where client can just click a button to confirm or cancel?Let me know! Appreciate any feedback or suggestions. Thanks!

Hello! Has anyone been using the Monday.com integration in your sidebar? Are you finding it useful? Time saver? How are your teams using this feature as it relates to Front? Some of our teams are heavy Monday.com users and some moderate users. Some of our team does not use this at all, they have no need and no access. So given all the levels our team experiences, I am trying to find the best uses for this across the board. 

Hi all!I’ve tried working with context links and I’m a bit stuck. I’m trying to build one that pulls our Shopify order page, using the order number. The format is Order #XXXXX.  The main issue I’m having is that the order number appears nowhere in the URL, they seem to differ quite a lot. I’ve poked around on Shopify’s forums trying to figure out an alternative but I’m a bit stumped. Any advice would be appreciated! 

Is it possible to convert a dynamic object into a tag?For example. We receive an email from our CRM each time when new order is created. Each email contains an unique number.I’d like this number to be a tag.

Hi! I’m interested to hear any input about how other teams are leveraging the power of the Summarize with AI tool. Are you seeing marked differences in team collaboration, time savings/efficiency, improved team member satisfaction? Have you been able to quantify the improvement(s) in any way? In what use case examples is this tool proving to be the most effective?Thanks :)

For instance all emails from the same sender, or all emails tagged with the same tag. Is there a way to export all of this content from Front? Our team’s idea here is that they want to be able to use ChatGPT/AI to extract info in bulk or summarize content.Thanks!

Is there any way to see non-Front users calendars in our workspace in Front? I can see them when I go to view calendars and enter their email in there but it does not auto-populate when generating meetings. Any workarounds anyone is aware of?

Is there a way to switch our users preferences to French?For scheduling meetings, the default information is in English.Thanks 

I have been able to connect to Microsoft but cannot save the credentials in Front.  I keep getting an error message.  I know the email address and password are correct as I am able to log into the account directly.I’ve reached out for help but haven’t gotten a response.Any ideas on how to fix this?

We’re very interested in leveraging the Dynamic Objects feature!  The issue I’m running into is that our strings don’t have a static component like the ones shown in all examples.To better clarify our instance, we use booking IDs that are composed of (currently) 6 digits (for example 123456). Booking IDs are assigned to bookings on an increasing basis (so the subsequent 2 bookings received would have IDs 123457 and 123458 respectively). I see also that strings cannot include spaces (so we wouldn’t be able to recognize strings from messages containing for example “I am asking about Booking 123456”). Occasionally, a customer may say “I am asking about Booking #123456”, in which case the static component of the string could be the #, however this would miss the vast majority of instances where the Dynamic Object could be applied. Are there any solutions to this?Thanks!

Hello! I Can't Share my Front Certified admin Cert on Linkedin beause the website is a bit buggy. Can anyone help here?  

Is it possible to have multiple users/devices use one login credentials? For instance, I have a group of 10 analysts and I wanted them to use one login credentials for uniformity and it will only show as a group email to my clients. Hope you can provide me with answers on this.

Hello community, Is there a way to include the email inquiry in an auto generated reply? Currently the auto generated reply only includes the email header, and not the body of the email. Customers would like to see the body of their email inquiry in the auto generated reply with the conversation number.  thanks,Steve

This update includes a fix for the Mac App Store. It is only applicable to the Mac App Store and the build can be found there. Users on the normal macOS build and the Windows build will remain on version 3.44.15.

Tag conversations while on leave What are your automations for individual productivity? Since Front has a rule engine for your individual workspace, the sky is the limit in creating workflows to handle your work for you.Here’s one that’s good for organizing your work when you need to go on an extended leave such as a parental leave, sabbatical, or a disability leave. You can create an individual rule (which works only on your individual workspace) to add a tag to all the messages you receive while you’re out:

Round robin assignment rule How do you divvy up work on your team? As Front users, we already have a huge advantage working in shared inboxes compared to a traditional single-player inbox where everyone must share one login. Now, in this multiplayer inbox world, what further workflows do you use to make sure all the work is distributed? Share with us what your systems to assign work are, or browse the thread to get some ideas for your own team. If you see something you’re curious to know more about, feel free to ask in the thread. I’ll kick us off with an assignment rule that Front’s own support team uses for chats:

We still need to use another support solution together with Front as Front does not provide a simple “hide comment” feature for Meta comments.When can we get this function?  

Notify teammates based on tag One of the things I love to work on with customers and our own team is how to automate our manual processes so that we free up our time to do bigger and better things. I’ve joked with one of my teammates, Jason (technical support engineer), that we want to automate our jobs away. That’s not the end, of course — automation would be a means to evolve our own jobs to work on even more impactful things. (BTW @jason, I’d love if you could share an example of an automation you’ve built that has saved our support team from the manual actions we used to be tied to!)To our fellow Front users, please share some of your processes that you’ve turned from manual to automatic. Or, share something you’d like to automate — the rest of us can share tips or how we’

Hello,  I own a real estate company and I need my admin to be able to access my emails and respond as needed. I am super excited about what front has to offer but I am getting extremely frustrated with the set up process. I have added the inbox the inbox that we need to share and invited my admin. However, nothing is happening. My emails are not routing. I am not technical at all nor am I interested in watching videos to learn this thing. I would like to pay someone to help me set up my account correctly. please reach out if interested.  thank you, Bintou 

I am a complete noob when it comes to Front.  I had never heard of it until my new client told me about it.  After checking it out, I am quite impressed but still a little confused.  Hopefully, some experienced folks can help me out.  So far, searching help hasn’t answered my questions. I use Outlook on a M365 account.  I went ahead and added my personal inbox just so I could work more with Front since I’m not quite yet ready to respond to client issues in Front.  It pulled in ALL of my email not just what was in my InBox!  UGH So.  I spent an hour and moved my emails in Outlook to Archive and all my saved folders that were stored under the Inbox Folder are now under the Archive folder.  But it seems Front either is still pulling them in, or once it pulls, it never truly syncs so in is in until removed through Front. I did add a rule to move anything that isn’t in certain “tags” which seems to equate to my Outlook folders.  But it doesn’t appea