Using connected Gmail account on Outlook with Hubspot CRM

Smart CRM & Sales Hub Account & Settings
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1

Hello,

I am using Outlook to send/receive my gmail. My goal is to (a) track messages/replies that I send from that account (b) add incoming senders to Hubspot contacts.

I have connected my Gmail account to Hubspot (CRM) and I have enabled inbox automation. Do I still need to install the Outlook plug-in or is it sufficient that Gmail is connected to Hubspot?

Thanks

Chris

2

Hi @chris305,

I believe you should be all set based on your described configuration. There is a related post to your’s that provide some additional context and instruction that you may find helpful. See here.

3

Hello and thanks for the reply.

The thread you shared does imply that connecting Hubspot to Gmail is sufficient (it is either this or “alternatively” download the Outlook plug-in)

Unfortunately, incoming email senders don’t make it into my contacts, nor do I see any data that indicate that Hubspot is “listening” to my Gmail account. So something is off.

Any ideas how to troubleshoot this? Thanks!

4

I’d suggest going through the steps of connecting your Outlook inbox and seeing if that changes anything.

5

Hello and thanks for the replies.

I am not sure I full understand the setup.

  • Initially I connected my Gmail under Settings > General > Email. This didn’t do anything.
  • Then I went under Conversations > Inbox and connected my Gmail there. After this, incoming messages show up in Hubspot and the senders are added in the contacts. Also, Gmail has disappeared from Settings > General > Email

Is this how it is supposed to be?