CRM

Wordna
Stratege/Strategin

Logging Incoming Emails Using Google Workspace's Default Routing Rules

Unfortunately "If a non-contact sends you a new email that is not part of an existing thread, this email will not log to HubSpot and a new contact record will not be created. When you reply to this email and select the Log checkbox or include the BCC address, your outgoing reply will log but the non-contact's original email will still not appear in HubSpot. Subsequent replies to this thread will log as long as your personal email is connected." (see https://knowledge.hubspot.com/email/log-email-replies-in-the-crm#new-incoming-emails).

 

It is possible to forward a copy of all Incoming Emails to the HubSpot Forwarding Address using Google Workspace's Default Routing rules (see https://support.google.com/a/answer/10486484).  However, the emails routed in this manner arrive at the HubSpot Forwarding Address "From:" the original Sender and "To:" the HubSpot User Account's email address.  Unfortunately, the HubSpot Forwarding Address only logs emails if:

  1. The forwarded message header generated by your email client is present
  2. The email address you're using to send the forwarded email must be from your HubSpot User Account's email address

See https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address#requ...

 

It seems to me that HubSpot could easily support the logging of Incoming Emails if they would simply process emails forwarded via Google Workspace's Default Routing rules.

0 Upvotes
2 Antworten
danmoyle
Vordenker/-in | Elite Partner
Vordenker/-in | Elite Partner

Logging Incoming Emails Using Google Workspace's Default Routing Rules

Hi @Wordna. This seems like a popular conversation recently. I've seen it more and more, not logging emails incoming until they're part of a thread. I'd suggest adding this to the HubSpot Ideas forum here to see how popular this idea is. The product team(s) at HubSpot do look at that forum and they've implemented a lot of ideas from there. LMK if you do submit it and I'll upvote it! 

 


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Dan Moyle

HubSpot Advisor

Impulse Creative

269-371-4753
dan@impulsecreative.com
https://impulsecreative.com/
Wordna
Stratege/Strategin

Logging Incoming Emails Using Google Workspace's Default Routing Rules