Manual Email Logging - Internal emails to deals

HubSpot Ideas
1

Often we have internal email chains related to contacts, companies and/or deals that need to be logged in CRM. The customer contact name may or may not be part of the email chain. There needs to be a way to manually log an email chain to a contact without using email automation.

This is a standard feature of most other CRM’s including Salesforce and Netsuite. ZenDesk provides this functionality by offering a unique forwarding email address for each contact that can be used to log any email chain to any contact through a manual forward to the log address.

2

The ability to log a specific email to a deal WITHOUT having to associate any one contact or if the contacts in said email are on a “No Log” list is an absolute must-have.

Cases for needing such a feature:

  1. I am emailing a colleague of mine internally. I have added our email domain to the “No Log” list so that all internal emails are being logged to every deal I’m associated with. One email between me and a colleage has deal specific details and I want to log ONLY this one email to the deal so that the information is attached.
  2. I am emailing a vendor with project specific details. This vendor doesn’t need to be in HS nor do they need to be associated to the deal. I do need that email logged to the deal so that I have that information/correspondence associated with it.
  3. An email from more than 365 days ago (that never got logged to HS) to a contact that is no longer with the customer needs to be logged to a new deal. How can I log it without having to create the contact as an association to that dea?

To be honest, I’m a bit astounded that this has never been brought up in the past or by anyone else. It’s really the one main feature missing from HS that I can tell.

I would hope that everyone on this forum agrees that this would be a nice feature and that this gets as many uplikes as possible to get this feature ASAP.

3

Sounds good to me

4

This should be standard stuff, fully agree

5

We need a method of sending emails related to Customers/Deals that are internal or were not originally ccd using the BCC or plugin. Could you guys create a way for me to send any email that i would like to record to a specific Customer/Deal without the customer being a receipent?

Thanks,

Charles.

6

This is an important use case. Also Pipedrive offers a unique forwarding email address for each deal.

7

Any updates on this or potential workarounds?

Pipedrive uses the deal ID for this deal specific forwarding address FYI.