topic Re: Connecting inbox+ retroactive logging in Sales Integrations

Connecting my inbox to HubSpot Sales and retroactive logging

rosemela — Thu, 21 Sep 2017 11:29:10 GMT

I want to understand the benefits of having my team connect their gmail inboxes using the Sales product, and whether it would track *past* emails for logged contacts/deals, or if it would only work going forward?

Emphasis here on tracking activities that have happened in the past.

Re: Connecting inbox+ retroactive logging

roisinkirby — Wed, 20 Sep 2017 08:46:49 GMT

Hi @rosemela, welcome to the Community! To answer your question, at this time it's not possible for HubSpot to retrieve/log this data retroactively.

Re: Connecting inbox+ retroactive logging

rosemela — Wed, 20 Sep 2017 18:18:51 GMT

Thank you @roisinkirby. Can you confirm that if I link to my gmail inbox, whether it adds all interactions subsequently, or just adds in interactions linked to existing records (deals, contacts, companies) that have already been added in manually into our system?

Re: Connecting inbox+ retroactive logging

roisinkirby — Thu, 21 Sep 2017 11:28:47 GMT

Hey @rosemela as long as you have the 'Log in CRM' box is checked all subsequent correspondance can/will be logged. Please see the two articles I have linked below for further outline on how this feature works / what to check and fix if you have any issues. Hope this helps! 🙂

How to log your email in the CRM using HubSpot Sales

Why wasn't my email logged in the CRM by HubSpot Sales?

Re: Connecting inbox+ retroactive logging

Vik — Thu, 02 Nov 2017 03:50:23 GMT

You can use DOSSIER, an app to organize customer conversations in HubSpot. The free product logs emails for the last 30 days in HubSpot with company, contact and emails. Go to the company site http://www.dossier.work. To retroactively go back more than 30 days, ex. to 2 years, you have to be a paid user and fees are usually $25/mo for email volume that is on the low-to-medium scale.

Re: Connecting inbox+ retroactive logging

ThreadsHelp2018 — Thu, 31 May 2018 14:25:41 GMT

Hi,
We have developed a solution that can sync your historic emails with your HubSpot deals/contacts. It will also automatically log any new emails sent and received from your email client. Feel free to drop me a line at threads@jpy.com

Re: Connecting inbox+ retroactive logging

ERhoades — Mon, 30 Jan 2023 19:33:22 GMT

Hello,

Is there any sort of update available on this? We are interested in retroactive sync back 30, 60 or 90 days. Thanks!