Is it possible to manually sync the emails you want to add to Hubspot?

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IreneG
Participante

Hi. Is it possible to manually sync the emails you want to add to Hubspot? With other tools I had a button "send and add to X" or when you had an email selected "add to X". Hundreds of emails sent and received by the team are not relevant for the CRM. 

Thanks

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Soluciones aceptadas
IreneG
Solución
Participante

I solved the issue. My colleague had set up the mailbox as a Team inbox instead of a personal one, as simple as that. 

Thanks.

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10 Respuestas 10
karstenkoehler
Miembro del salón de la fama

Hi @IreneG,

 

Could you specify which emails you do not want to sync and create contacts? If you track an email in HubSpot, this must create a contact, the email has to be stored somewhere.

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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IreneG
Participante

Sorry, I'm very new to Hubspot. E.g. in Salesforce you can have emails saved and not assigned to contacts if the email address doesn't exist there. I only want to save in Hubspot emails I choose to, not all of the emails sent/received in that inbox. For now it'd be fine that it creates a contact if the person it's not there, but only when I select "send to Hubspot". The person using this feature emails a lot of people through the day and half of them are not customers/prospects so no need to have them in the CRM.  Does it makes sense?

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karstenkoehler
Miembro del salón de la fama

Hi @IreneG,

 

There is a screenshot in this knowledge base article that shows how you can enable/disable tracking for specific emails in the Outlook add-in: https://knowledge.hubspot.com/email-tracking/track-and-log-emails-with-the-hubspot-sales-outlook-des...

 

Let me know if that's what you're looking for!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

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IreneG
Participante

Thanks for that. That's what I read and what we're aiming, but at the moment it logs all the emails regardless of ticking the boxes or not.

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karstenkoehler
Miembro del salón de la fama

Hi @IreneG,

 

That's unusual. It doesn't seem to be a common problem (see this troubleshooting article: https://knowledge.hubspot.com/email-tracking/troubleshoot-the-hubspot-sales-outlook-desktop-add-in).

 

Have you tested this for a new email address, not yet in the system, and the email is logged into the CRM? Could you test this?

 

If you've made sure that the box is not checked and that there is no BCC or forwarding address in use, then I would try deinstalling and reinstalling the add-in.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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karstenkoehler
Miembro del salón de la fama

Hi @IreneG,

 

The standard way to manually log emails would be using the BCC or forwarding email address: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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IreneG
Participante

Thanks Karsten. My colleague has installed the outlook plugin to do that with a checkbox, but how do we stop all the emails to sync and create contacts? Thanks again

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IreneG
Participante

Hi again. We've uninstalled and installed the plugin again and didn't make any difference. We've also tried to deactivate the inbox from hubspot (status toggle) to see if the plugin worked on it's own, but with that being inactive it doesn't log any email, with our withough the checkbox ticket in Outlook. 
Any idea? 

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sharonlicari
Administrador de la comunidad

Hey @IreneG 

 

Are you still looking for assistance on this matter?

 

-------

 

Hola @IreneG 

 

Aún necesitas ayuda con este caso?

 

Quedo atenta

Sharon


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IreneG
Solución
Participante

I solved the issue. My colleague had set up the mailbox as a Team inbox instead of a personal one, as simple as that. 

Thanks.

Ver la solución en mensaje original publicado