Good day
i am an information management consultant focusing on ECM, Compliance Automation and Information Security.
id like to collaborate with individuals in this space. Secondly I like to hear people with CRM integration with g-mail or outlook and what their experience was.
kind regards
Dr Terry Ramabulana
Hi @TRamabulana,
Thanks for your introduction and for reaching out to the Community!
First, I’d like to share these resources that might be of interest to you:
- Gmail integration
- Outlook integration
I’d be happy to connect you with some of our Members who use this type of integration: Hi @StephenWard9, @torfin, @AKasten, @Colas, @aleksandar982 can you share your feedback to help @TRamabulana, please?
I’d like to invite some of our top experts to this conversation: Hi @mangelet, @jforte and @CateDuarte do you have any suggestions or feedback to share with @TRamabulana, please?
Also, if anybody else has anything to add and/or share, please feel free to join in the conversation 
Thank you very much 
and have a beautiful day!
Best,
Bérangère
@TRamabulana Hey Terry, I’d like to share with you my experience using Gmail and HubSpot. I think it’s been a smart move to add the HubSpot extension for Gmail, as it brings the CRM closer to those who spend a lot of time in their email account.
By having it on the side, it enriches the information you see when reading an email.
What the extension does is attempt to identify the person who emailed you and provide context about them, based on the CRM data. It gives you contact details, company info, recent activity, deals, and even open tickets.
It also allows you to quickly access the CRM with fewer clicks, directly ti the contact record or a recent deals.
The first benefit of HubSpot is enhancing your email experience without needing to switch between apps constantly.
The second important feature that saves time and gets you using the CRM quickly is the ability to register emails sent directly in the CRM. Instead of separate actions, you can do it all at once. You have control over whether to register an email in the CRM or not, and which objects to associate with the conversation.
Another valued feature is getting notifications when an email has been opened or if links were clicked, although this may not always be available due to strict security policies on some servers. When available, it’s helpful for tracking tasks more intelligently.
Lastly, HubSpot uses a bit of AI to scan email signatures for information like phone numbers that might not be in the CRM and updates it automatically.
I hope this gives you an idea of how Gmail interacts with the CRM – enriching your Gmail experience by utilizing CRM data and providing tools for logging conversations in the CRM more efficiently.