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Use conversations on the HubSpot mobile app

Last updated: August 31, 2023

Available with any of the following subscriptions, except where noted:

All products and plans

Access the conversations inbox while on the go on your HubSpot mobile app for iOS and Android. You can respond to an open conversation, add a comment for another team member, or reassign a conversation to another team member.

  • Open the HubSpot app on your device.
  • Tap Menu, then tap Conversations in the left sidebar.
  • If you're a user in a paid account and have multiple inboxes, tap the dropdown menu at the top and select an inbox.
  • By default, a list of conversations that are assigned to you will appear. To view all conversations in the inbox, tap All open.
  • Use the dropdown menus to filter conversations by status, channel, contact, assignee, or date. filter-channels-in-mobile-app-2
  • To navigate to a different inbox view, tap the listView menu icon.
  • If you have SLAs set up in your inbox, a label will appear in the message preview if a reply is overdue or the ticket needs to be closed. 

sla-in-mobile

  • To respond to a thread, tap a conversation to open it:
    • At the top of the conversation, the contact's name and online/offline status will appear. To view or edit the contact's record, tap the contact's name.
    • To switch from one channel to another, tap the channel dropdown menu next to the Comment tab in the reply editor, then select another channel.
    • If the visitor who started the conversation is unknown, tap the add plus icon then search for and select an existing contact to associate the conversation to. create-contact-in-inbox-mobile
    • If you're using an Android device and have access to edit tickets, tap the + plus icon, then tap Ticket. To view and make edits to an existing associated ticket, tap the ticket id number:
      • On the Associations tab, add or remove existing contact, company, or deal associations
      • To update the ticket's property values, tap the About tab, then tap Edit. Make edits to the ticket information, then click Save
      • To delete the associated ticket, on the About tab, tap Edit, then tap Deleteview-associated-ticket-on-mobile
    • If any users with assigned Service Hub paid seats are already responding to the visitor or viewing the thread, their avatar will appear in the reply editor and a typing indicator will signal that they're actively responding. You should open another unassigned conversationview-team-on-thread-mobile
    • Type a reply in the reply editor, using the icons to attach a file, insert a snippet, or share a knowledge base article. Then tap the send send icon.
snippet-insert-kb-icons-mobile-reply-editor
    • To add a comment and mention another team member, tap the Comment tab. Type @ and your team member's name, then enter your message. Tap the send send icon.
  • add-comment-on-mobile
    • To forward an email thread, tap the verticalMenumenu icon on the message in the thread, then tap Forward.
forward-email-from-inbox-mobile
    • Tap the back arrow to navigate back to the list of conversations.
  • To change your status to Away, tap the avatar in the top right.
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