Create Deals, Tasks, etc from GmailSOLVE
Feb 21, 2017 11:32 AM
I want to be able to create a new deal or task in hubspot from gmail. Insightly allows us to do this and it makes it easy for our team to update the CRM right from the email they are currently working on, automatically associating the contact with the Project (Deal).
Solved! Go to Solution.
Feb 21, 2017 5:11 PM
Hi @Seth, thanks for reaching out. At this time, it is not possible to create Deals, Tasks, and other objects or engagements from your Gmail client.
I actually did find an idea on our ideas forum corresponding to this query, however. I would definitely encourage you to upvote/comment on the idea, as it is a great way for customers to give some concrete feedback to the product team in order to improve the software.
Let me know if you have any more questions on this,