topic Re: Incoming emails are not logged to my deal in Gmail Sales Extension

Incoming emails are not logged to my deal

merfin29 — Sun, 24 Mar 2024 23:30:35 GMT

I have the settings in Gmail

https://knowledge.hubspot.com/connected-email/customize-your-hubspot-sales-chrome-extension-default-configuration-options

this page suggests that it would automatically log incoming emails to the things that I have selected.

I have an email thread which is logged to everything

I did this manually as the email is prior to my HS account

and then the customer replied to the email now

the reply is automatically logged only to 1

how can I set up so it logs too the other things

two hours of now past and it is still the same

Re: Incoming emails are not logged to my deal

tverdokhlib1 — Mon, 25 Mar 2024 09:52:43 GMT

@merfin29 perhaps when creating a Deal, you should mark the below checkbox:

Re: Incoming emails are not logged to my deal

merfin29 — Tue, 26 Mar 2024 03:51:56 GMT

Thanks for pointing those out I am actually creating the deal via API and associating an email address.

I'm not seeing these options in a created deal

so I assume this means it's just importing the any existing activity at the time of creation of which there will be none

I'm also finding in a thread that is assigned to a deal, if I do a reply from Gmail it is not adding to the deal. It only adds my reply to the contact and company

in other words nothing ever seems to be added to a deal automatically. I have to do every single step manually ????

Re: Incoming emails are not logged to my deal

merfin29 — Tue, 26 Mar 2024 04:23:20 GMT

OK I found this page and it seems like it is impossible to have any emails automatically associated with a deal.

The only exception is to use the conversation inbox for all your emails. In other words it forces you to discard your email client and use a custom one. That is out of the question

https://knowledge.hubspot.com/records/associate-activities-with-records

I'm a bit shocked because basically this does not have the function of a CRM then. Like a new car that has no wheels, doesn't matter how fancy the rest of the features are.