Importing google contacts and number of interactions...SOLVE
Nov 20, 2016 3:33 AM
I've been evaluatiing several CRM solutions and I'm narrowing down at Hubspot CRM and a competitor.
With the competitor CRM they scanned my gmail account and brought up my list of contacts within the CRM and allowed me to either add or ignore the contact and assign the contact to a particular group in the process. Nice feature.
Plus the competitor CRM automatically scanned my gmail account for the total amount of emails send back and forth 'interactions' and when I last contacted them and things like this.
That means that pretty much right away the competitor CRM is already looking fuller and more informative than Hubspot CRM, which gives me that feeling like 'oh hey this seems useful'
So there's two parts to this comment. First is the suggestion that hubspot should do the same thing. Because no other CRM does this that I've tried and it really makes a difference.
Secondly is can I do this with Hubspot?
1) Can I import google contacts easily? Without having to export them via CSV and them import or something fiddly like that.
2) Can I see the total amount of interactions I've had with a customer? I see the option to see the total amount of emails sent.. but that's not including the emails they sent me. I'm more interested in how active that customer is being and how many times they are opening my mails and replying to my mails, then how many mails I've sent them as that metric is meaningless without customer interaction.
Solved! Go to Solution.
Nov 21, 2016 10:09 AM
Thanks for your question! I certainly see the value in being able to import contacts directly from your Google account, but the Hubspot CRM doesn't have this functionality. The Hubspot Import tool requires that the contacts be on a CSV. If you'd like to suggest that the functionality to import directly from Google be added to the Hubspot CRM, you can do so at the Hubspot Ideas Forum.
To answer your second question, there isn't currently a way to see the total number of interactions between you and your contacts. Hubspot Sales Pro customers have access to properties like Recent sales email open date and recent sales email reply date, but that's different than a counter type property. This would also be something that is worth adding to the Ideas Forum.
I hope this helps. I'm sure the answers probably aren't what you were hoping to hear, but if you post these suggestions to the Ideas Forum hopefully our developers will see them and be able to implement them in future product releases.
Nov 21, 2016 10:29 AM
Hi @simonquin5, and welcome to the Community!
As far as importing contacts from google, there are a couple of options worth noting. The only way to get a large batch of contacts into the CRM from Google would be to export those contacts into a CSV and import them using our standard import process, however once you have your inbox connected using HubSpot Sales tools (free or premium) you can add contacts to the CRM directly from your inbox by using our contact profiles in Gmail or in Outlook, or by sending them an email that is logged in the CRM.
Once you've started engaging with a customer, you can see an entire history of your interactions with the customer, including emails sent and emails recieved on the contact timeline. For each individual email, you can see the number of opens and the number of clicks, and if you are looking at "All Properties" you can see the total number of email opens and email clicks.
At this time, we don't record the total number of email replies recieved, however this would be a great suggestion for our Ideas Forum! This is a great platform for communicating feature requests to our Product Team. It also allows other customers to vote on and comment on the idea. As a result, it helps us better prioritize features that are having the greatest impact on our customers.
Hope this helps! Let me know if you have any follow up questions!