topic Copying a contact - can HubSpot do it? in Gmail Sales Extension

Copying a contact - can HubSpot do it?

marykopp — Thu, 03 Aug 2017 20:18:23 GMT

We are using the email tool through Hubspot. Is it possible to cc: someone from *another* company on the email?

Re: Copying a contact - can HubSpot do it?

Josh — Thu, 03 Aug 2017 20:25:35 GMT

Yes, that can be done. To the right of the contact's email address you will see a link to CC. Click that and then choose an existing contact by typing their name, or if they aren't already in your CRM, you can just manually type the full email address.

Josh

Re: Copying a contact - can HubSpot do it?

marykopp — Thu, 03 Aug 2017 20:37:19 GMT

Yes, I can cc: someone within the same company as the To: line but it doesn't seem to allow me to cc: someone outside of the company.

Re: Copying a contact - can HubSpot do it?

Josh — Thu, 03 Aug 2017 20:41:22 GMT

@marykopp,

Can you add a screenshot (with blurred emails/names)?

Re: Copying a contact - can HubSpot do it?

marykopp — Thu, 03 Aug 2017 20:55:05 GMT

Re: Copying a contact - can HubSpot do it?

marykopp — Thu, 03 Aug 2017 20:55:35 GMT

So I want to copy Pablo but he is with another company, not Hope and Heal Fund.

Re: Copying a contact - can HubSpot do it?

katja — Thu, 03 Aug 2017 21:39:24 GMT

Hi @marykopp,

That looks like Pablo is just not a contact in your CRM yet. You can add his full email address to the CC field manually, or you can add him as a contact and then he should be available to search!

Let me know if this helps or if you have further questions here.

Re: Copying a contact - can HubSpot do it?

marykopp — Thu, 03 Aug 2017 22:45:06 GMT

Pablo is in our CRM, at XYZ company, not Hope and Heal. I thought the pull down list forced you to choose but I see I can type manually. Which is fine except that I'd like the cc: to Pablo to show up under XYZ company tracking.

Re: Copying a contact - can HubSpot do it?

katja — Fri, 04 Aug 2017 15:44:13 GMT

Hi @marykopp,

Thanks for clarifying! If Pablo is a contact in your CRM, you should be able to CC him on this email without typing the address manually - even though he is at a different company.

Does Pablo's email address appear on his contact record in the CRM? If you're still seeing issues here, the link to the contact record in question would be great - you can send me these in a direct message.

Thanks!