HubSpot

HubSpot is an all-in-one CRM platform with marketing, sales, and service automation.

Website

hubspot.com

Industry

CRM

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How to move an existing inbox channel to Help Desk in HubSpot

Here is how to move an existing inbox channel to help desk in hubspot

First click on the settings icon in the top navigation bar
Then click on the "Inbox & Help Desk" option in the left sidebar menu
Next select "Inboxes" from the expanded menu items
Hover over the email, calling, or form channel you want to move and click "Options" dropdown menu
Select "Move to help desk" from the dropdown options
Next, select your preference for moving historical conversations: either "Leave all conversations in the inbox"
Or "Move all conversations with [Inbox Address]" and configure the settings accordingly
Click on the "Move channel and conversations" button at the bottom once ready
The migration is now in process, click "Go to help desk settings" button
Select "Channels" from the Help Desk Settings menu
The inbox channel has successfully been migrated

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Why should you move an existing inbox channel to Help Desk in HubSpot

HubSpot is a dynamic platform designed to elevate marketing, sales, and customer service strategies through seamless integration and efficiency.

Moving an existing inbox channel to the Help Desk in HubSpot streamlines your customer support capabilities by centralizing communications. This feature enables teams to manage inquiries effectively, ensuring no query is overlooked.

By consolidating your inbox channel within HubSpot’s Help Desk, customer interactions become more organized and responsive, which enhances overall service quality and satisfaction.

Last update

February 6, 2026

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