topic Re: Syncing Gmail vs Gmail Extnetion in Gmail Sales Extension

Syncing Gmail vs Gmail Extnetion

AYaretz — Tue, 23 Jan 2024 17:54:12 GMT

What are the main differences between just syncing your HubSpot and Gmail account vs installing the HubSpot Sales Extension for Gmail?

Re: Syncing Gmail vs Gmail Extnetion

karstenkoehler — Tue, 23 Jan 2024 18:59:50 GMT

Hi @AYaretz,

Connecting your personal Gmail means that you can send emails from HubSpot through your connected account and have generally authorised HubSpot to access it: https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot

That does not yet mean that HubSpot automatically tracks anything you do in Gmail directly.

The Chrome sales extension then enables you to track and log all outgoing emails and replies to those emails. It automatically adds the BCC address that pushes your emails into the CRM.

Without the extension, your emails sent from Gmail would not be logged. You could send logged and tracked emails from inside the CRM but your Gmail / Chrome activity would be ignored.

Additionally, you get a sidebar with information about CRM records and HubSpot features like snippets and sequences.

Best regards!

Re: Syncing Gmail vs Gmail Extnetion

AYaretz — Tue, 23 Jan 2024 18:22:57 GMT

Hi Karsten,

Thank you for the reply. Interestingly enough, I only have my Gmail and HubSpot connected (no extnesion). I noticed however, when I replied to an email today in Gmail it appeared in Hubspot as well.

I.e when I send an email out in HubSpot, I see it in my Gmail as well. When the customer replies, I see it in HubSpot and Gmail. When I reply to the customer in Gmail. I also see it in HubSpot.

Curious to know what extra benefit the extension would add? Thanks!

Re: Syncing Gmail vs Gmail Extnetion

karstenkoehler — Tue, 23 Jan 2024 18:29:58 GMT

Hi @AYaretz,

That's because in your case the thread and tracking was initiated from the CRM. If you start a thread directly in Gmail without the extension, you'll see that it won't be logged.

Re: Syncing Gmail vs Gmail Extnetion

Lucila-Andimol — Tue, 23 Jan 2024 18:54:54 GMT

Hey @AYaretz

the difference is that with the extension you get to see information in a side bar about the contact/deal/ticket stored in the CRM.

You can also get to access your templates, snippets, documents, meetings link and even the AI assitant from inside the Gmail page.

Hope this helps

Re: Syncing Gmail vs Gmail Extnetion

AYaretz — Tue, 23 Jan 2024 19:17:53 GMT

Thank you for the clarification!

Re: Syncing Gmail vs Gmail Extnetion

AYaretz — Tue, 23 Jan 2024 19:18:13 GMT

Great, thank you Maria!