What I’m noticing happening is that if I email the client, and they reply, it all gets logged and added to their contact. Perfect.
However, if they decide to write some ad-hoc email on an unrelated subject. Hubspot won’t sync this even though it came from the same email address as a known contact and I need to use the forward address myself to get it syncd to their contact?
Am I doing something wrong, or is it really this backward?
In other words: HubSpot does not capture net new incoming emails. You always have to send a tracked email (using the HubSpot sales extension in Chrome or Outlook, or from the HubSpot UI directly) first.
I understand that this might be unintuitive but that’s simply how HubSpot chose to design this feature. (Don’t shoot the messenger.)
The e-mails not syncing all e-mails to the contacts is a HUGE issue with Hubspot. Even basic CRMs like Pipedrive accomplish this. This is basic stuff that needs to be addressed ASAP