Gmail Sales Extension

JKhow
Member

Associated emails and Deals are not syncing

Hi all,

 

I am using Sales extention and it is fully synced and working. However I sent an email last week, associated the email to a deal. I have used this same method with all my other deals and they work fine. This one however does not work, I have attached a screen shot here. 

Steps:

1. Deal created through Hubspot

2. Sent an email to a few recipients, associated them to the deal created. 

3. Calendar invites were updated to the deal but not the email that was sent. 

Please help. 

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3 Replies 3
TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Associated emails and Deals are not syncing

Hey @JKhow was this email sent a 1:1 sales email or a marketing email? 

It's confusing, but for some reason marketing emails don't associate with the deal. From the KB here:

https://knowledge.hubspot.com/crm-setup/associate-activities-with-records#associate-an-existing-acti... 

It's just "call, one-to-one email, meeting, note, task, postal mail, LinkedIn, SMS, or WhatsApp" 

 

So if this was a marketing email this would explain this. 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

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JKhow
Member

Associated emails and Deals are not syncing

Hi Tom, 
Thanks for replying.

I am not certain if this was a marketing email. 

 

What I do is to add all the emails in hubspot. 
I then go ahead and send the email on my gmail with sales extension fully installed and in operation. I know it is working as all my other emails are syncs nicely to the deals.

Then I would create the deal with the emails and ensure they are associated, the time line for emails sync are always chosen to "all time".

 

I have used the above steps for all my deals and I would say 80% of them works, at the time of this reply, 4 of them does not work and does not sync. 

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TomM2
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Associated emails and Deals are not syncing

Very strange, I couldn't tell you why this is happening without seeing the specific deals/emails to be honest. Hopefully someone else has seen this before! 

Tom Mahon
Technical Consultant | Solutions Engineer | Community Champion
Baskey Digitial

Book a meeting

Did my post help answer your query? Help the community (and me) by marking it as a solution.


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