Hello, I am having problems seeing my emails in my conversation inbox. Once I open a deal and send an email it does not appear in the inbox and the reply is sent directly to my company email instead of hubspot inbox. Is there any integration that I am missing?
@GGuzman5 Happy to help clarify!
The HubSpot Inbox is designed for “team” emails which are connected and centrally managed.
Your 1:1 communciations with contacts will remain on the contact, company, and deal records (depending on their associations).
You wouldn’t want to connect your individual email to your conversations inbox, as this would cause 100% of your emails to go there.
Hi Jennifer,
As it is only a few of us on the team at the moment I do want to receive all the emails that are sent and received to my inbox on Hubspot. Is there a way to link this somehow?
Thanks,
Gabriela
Hi Gabriela,
The best suggestion would be to create a “team” email that you can send and reply from directly from the inbox so it can be shared by all users. It can be something like team@yourcompany.com or info@yourcompany.com
IF you were to connect your individual email, your internal communications between yourself and your team, plus anyone else you work with would all be logged to the inbox.
Connecting your personal email works the same way as a team email so it technically can be done, I have to highly advise against it after helping many others undo this in the past - it can create your CRM to become filled with messy data (contacts who aren’t leads getting enrolled in workflows, internal HR communications visible to everyone, and so on).
Hey @GGuzman5
I agree with Jennifer in how the Inbox is used.
And I 'd also add that the Inbox is also used to see the incoming emails (not the sent ones)
This is a quick approach in to you inbox of incoming emails in gmail or other providers
but for full administration of you email you sould go back into the provider platform (for example go into gmail to see the emails sent)
Hope this helps