Gmail Sales Extension

Leleriva1
Member

Crome Extension- how to add more contact info

SOLVE

Hello,

I would need to know if there is a chance to add contact info from the Chrome Extension using Gmail.

thanks 

Emanuele

 
0 Upvotes
1 Accepted solution
willsmith
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Crome Extension- how to add more contact info

SOLVE

Hi @Leleriva1 

Yes, you can. 

Assuming the extension is installed and working correctly. . .

1. In your gmail inbox, click the small HubSpot sprocket tab on the right side of your screen. (NOTE: The green light next to the sprocket circle at the top of your screen indicates that you are signed in and the extension is working properly)

 

HubSpot - Gmail add info.PNG

 

 

 

 

 

 

 

 

2. The contact information for the email you have selected will be found in the extension side menu. The first option is to open this record in the CRM, however, you can also edit the information from this menu. 

 

Gmail extension Menu.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Open the About section (or other section) to add more contact details. In this example, we are adding a phone number to the contact record.

 

Add info Gmail extension.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I hope this helps. If it does, please mark it as a solution so others in the community can benefit. Thank you. 

View solution in original post

1 Reply 1
willsmith
Solution
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Crome Extension- how to add more contact info

SOLVE

Hi @Leleriva1 

Yes, you can. 

Assuming the extension is installed and working correctly. . .

1. In your gmail inbox, click the small HubSpot sprocket tab on the right side of your screen. (NOTE: The green light next to the sprocket circle at the top of your screen indicates that you are signed in and the extension is working properly)

 

HubSpot - Gmail add info.PNG

 

 

 

 

 

 

 

 

2. The contact information for the email you have selected will be found in the extension side menu. The first option is to open this record in the CRM, however, you can also edit the information from this menu. 

 

Gmail extension Menu.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

3. Open the About section (or other section) to add more contact details. In this example, we are adding a phone number to the contact record.

 

Add info Gmail extension.PNG

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

I hope this helps. If it does, please mark it as a solution so others in the community can benefit. Thank you.