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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.
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.
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.
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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.
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.