topic Email replies to clients not logging or tracking in CRM in Gmail Sales Extension

Email replies to clients not logging or tracking in CRM

STeam9 — Fri, 17 Sep 2021 17:35:47 GMT

Hi there.

I have the chrome extension for hubspot connected to my gmail account. I have read and follwed all the instructions and have connected it properly. When I send an email to myself or to a friend for testing, the system works perfectly, everything is logged and tracked. (I do not have to add a bcc or anything like that)

However, when I send an email or reply to a client (with a record in CRM) it s not logged or tracked even though I mark those boxes when composing the email. I have NO IDEA why it is working perfectly on the tester emails but fails to work when I email a client.

any help would be appreciated.

Re: Email replies to clients not logging or tracking in CRM

STeam9 — Fri, 17 Sep 2021 18:08:38 GMT

I think I figured out what's wrong. thanks anyway!!

Re: Email replies to clients not logging or tracking in CRM

aadeyemi — Fri, 17 Sep 2021 18:51:13 GMT

What was wrong?

Re: Email replies to clients not logging or tracking in CRM

STeam9 — Fri, 17 Sep 2021 19:00:50 GMT

I would keep the emails in drafts so my boss could read them and he would subsequently send them out. He doesn't have the chrome extension on his laptop. same email, but different device. (face palm)