Email Deliverability

jpaelliott
Membre

Cannot see historical emails relating to contacts

Résolue

Hi, I have connected my Microsoft Live (microsoft.com) account, however when I open the contacts tab in HubSpot it is not finding any of the emails previously sent to / received from any of my listed contacts.

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1 Solution acceptée
MFrankJohnson
Solution
Leader d'opinion

Cannot see historical emails relating to contacts

Résolue

Override? No.


Augment? Yes.
- see Log email in your CRM with the BCC or forwarding address
- Search HubSpot Community for 'past email' -- lots of threads
- Google HubSpot integrations for past email? -- existing 3rd-party tools are expensive (to say the least)


If this is a critical feature you need in your CRM perhaps Zoho is a better choice for your use case. Good luck on your project.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

Voir la solution dans l'envoi d'origine

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5 Réponses
ThreadsHelp2018
Contributeur de premier rang

Cannot see historical emails relating to contacts

Résolue

@jpaelliott - Threads is a third party integration that can log your historic emails in HubSpot.

MFrankJohnson
Leader d'opinion

Cannot see historical emails relating to contacts

Résolue

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Q: I have connected my Microsoft Live (microsoft.com) account, however when I open the contacts tab in HubSpot it is not finding any of the emails previously sent to / received from any of my listed contacts.?

 

Short A: Correct. That is intended behavior.

 

Longer A:

HubSpot will only track/log emails sent from or received by a connected inbox AFTER the inbox is connected to HubSpot. In other words, logging & tracking are NOT retroactive. This is intended behavior.

 

Help answer your question? If so, remember to accept this solution now.

 

Best,
Frank

Chief HubSpot Consultant


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MFrankJohnson.com | Perfect HubSpot Series | Connect on LinkedIn

Help find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Votes
jpaelliott
Membre

Cannot see historical emails relating to contacts

Résolue

Thanks Frank. Is there any way to over-ride this "intended behaviour"? Other platforms, such as Zoho automatically log pre-existing emails against contacts, without which the CRM system is blind to all past interactions. Thanks.

0 Votes
MFrankJohnson
Solution
Leader d'opinion

Cannot see historical emails relating to contacts

Résolue

Override? No.


Augment? Yes.
- see Log email in your CRM with the BCC or forwarding address
- Search HubSpot Community for 'past email' -- lots of threads
- Google HubSpot integrations for past email? -- existing 3rd-party tools are expensive (to say the least)


If this is a critical feature you need in your CRM perhaps Zoho is a better choice for your use case. Good luck on your project.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
0 Votes
jpaelliott
Membre

Cannot see historical emails relating to contacts

Résolue

Thanks for the insight.

0 Votes