I am currently experiencing issues setting up my email inbox correctly in HubSpot and am seeking your assistance.
So far, I have linked both my Gmail address and my business email address to the HubSpot CRM. However, when I click on the "Inbox" tab within the CRM, no emails are displayed. I am able to send emails directly from a contact or company record, and these emails are successfully delivered to my clients. However, whenever a client replies, I do not see these emails in my HubSpot Inbox.
I am attaching a screenshot that shows what my email settings currently looks like.
I urgently need support for my business email communication and would appreciate any suggestions to resolve this issue.
HubSpot now has a beta that is not an inbox but at least a central view of all logged personal sent emails and replies to them:
Connected Email
Emails index page
December 3, 2024
What is it?
We’ve built the emails index page, where you can bulk manage your portal's 1:1 emails.
Why does it matter?
The emails index page now offers a centralized location to manage email engagements across senders and recipients, unlocking bulk data management activities such as deleting unwanted emails from your CRM.
How does it work?
Navigate to any CRM index page such as contacts.
Use the drop down in the top left of the page to select “Emails”.
Use all of the out of the box index page features to access the emails you are looking for: Advanced filters, Edit columns, Add views, Select all, Delete, etc.
If you accidentally delete emails, use the actions drop down in the top right to restore records.
Once opted into the beta, you can use the 'Advanced filters' on the emails index page to filter for emails where 'Activity assigned to' is yourself, then clone and save the view for easy access:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
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
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.
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:
If the email only has one recipient, attribute to that user.
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.
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.
HubSpot now has a beta that is not an inbox but at least a central view of all logged personal sent emails and replies to them:
Connected Email
Emails index page
December 3, 2024
What is it?
We’ve built the emails index page, where you can bulk manage your portal's 1:1 emails.
Why does it matter?
The emails index page now offers a centralized location to manage email engagements across senders and recipients, unlocking bulk data management activities such as deleting unwanted emails from your CRM.
How does it work?
Navigate to any CRM index page such as contacts.
Use the drop down in the top left of the page to select “Emails”.
Use all of the out of the box index page features to access the emails you are looking for: Advanced filters, Edit columns, Add views, Select all, Delete, etc.
If you accidentally delete emails, use the actions drop down in the top right to restore records.
Once opted into the beta, you can use the 'Advanced filters' on the emails index page to filter for emails where 'Activity assigned to' is yourself, then clone and save the view for easy access:
Have a great day!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
For a personal connected email address, there is no inbox in HubSpot. HubSpot assumes that you are still using your email client (Microsoft Outlook, Gmail or similar) alongside HubSpot. It's not possible to access incoming emails to your connected personal address in HubSpot.
For team email addresses, incoming emails will be stored in a conversations inbox and accessible to all users who have inbox access. The conversations inbox is meant as a shared channel for incoming requests that do not have a dedicated recipient yet but are sent to team addresses (sales, support, contact etc).
Best regards!
Karsten Köhler HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer
