How to log in gmail emails automatically?

Smart CRM & Sales Hub Gmail Sales Extension
1

I have a free version of Hubspot for now. My hubspot settings autorize to log in all my emails which come from my Gmail. I have the hubspot sales chrome plugin. I check the box : Log in all emails by default.

But it doesn’t work. I have to click on “log in email” myself for each email (gmail) with a new subject. Even if my contact is already in Hubspot. I would like this is automatic.

I add screenshot. Sorrythis is french, but as you can see everything is checked :slightly_smiling_face:

Someone can help me?

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extension settings
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hubspot settings

2

Hi @MarieBio

What does it actually look like when you create/write an email in GMail?

Can you share a screenshot of that?

Thanks

Frank

3

Hi Frank, thanks for helping me.

here the screenshot

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4

Thanks @MarieBio

The logging checkbox is checked, so this works as it should or what are you expecting to happen?

Depending on which recipient you select the numbers “0/0” next to “Consigner” will change depending on the number of associated companies, deals, etc.

Frank

5

Thanks Frank,

What I am expecting is I don’t have to click by myself on “log-in email in Hubspot”.

I want it to be automatic, at least when I receive an email from a contact which is already in the CRM. Is that possible?

6

Hey @MarieBio -- incoming emails that are net new threads from contacts will not log to HubSpot by default, even with the sales extension. Once you reply and track your reply, that thread would sync to HubSpot.
That said, any emails you send out or that come in as replies to your initial emails will log automatically.

Best,
Kennedy

7

Hi @MarieBio,

There is a big update here, currently in beta – you might see it under Settings > Product updates. (If not, you’ll have to be a bit more patient.)

Contact email logging rules

What is it?

Contact email logging rules let admins configure their portal to automatically capture all email communications between users and existing contacts in HubSpot.

Why does it matter?

The current default logging behavior only captures contact emails that are replies to already logged user emails, which can lead to important communications being missed in your CRM:

  • When a contact responds to a sequence but their email isn’t logged
  • When you send emails from your mobile device without using the BCC address
  • When you forget to click Log in your email client

Previously, you needed to use the forwarding address or the the retroactive Log button, requiring extra manual steps to capture missing emails.

How does it work?

In Settings, navigate to Objects > Activities > Email Log & Track to find the new section for Contact email logging rules.

The default value is “Log replies to logged threads only”, which will keep functionality as it has always been.

To get the new behavior, select “Log all emails to/from known contacts”. This will log all emails between the personal connected emails of users who have Personal email access permissions and contacts who are not on the Never Log list.

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If you choose the new logging behavior, be aware of these key differences:

  • All emails users send from outside of HubSpot (such as the email client, mobile apps) to existing contact records will log to the CRM.
  • All emails from existing contacts to users will log to the CRM.
  • Emails sent outside of HubSpot to recipients who are not contacts, will not log. You will need to continue using the Sales Extensions or add the BCC address.

Email attribution

Emails that are logged from contacts that are net new email threads will be attributed to HubSpot users accordingly:

  1. If the email only has one recipient, attribute to that user.
  2. If the email has multiple recipients, but only one is associated with a user, attribute to that user. An email address is associated with a user if they have it as a connected personal email address, it’s their HubSpot user account email, or an alias.
  3. If the email has multiple recipients, and more than one associated with a user, attribute to the contact owner.

Who gets it?

This feature is available for all HubSpot hubs and tiers.

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base

Best regards!