Gmail Sales Extension

chicagokalo
Contributor

Customize Properties

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I am in need of assistance.

I was looking at the Chrome Extension connected to Gmail. I noticed that the properties to not match the format that I created in the CRM. Ironically, my IOS app has the same outdated properties that I see my Chrome Extension. I need help changing them.
 
 Thank you. 
1 Accepted solution
chicagokalo
Solution
Contributor

Customize Properties

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I figured this out. Settings -> Data Managment/Objects/Contacts -> Preview Customization -> click on "update preview cards" .

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9 Replies 9
chicagokalo
Solution
Contributor

Customize Properties

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I figured this out. Settings -> Data Managment/Objects/Contacts -> Preview Customization -> click on "update preview cards" .

TSuhorukova
Member

Customize Properties

SOLVE

Thank you! I have updated contact and company property list by adding and removed ones I don't need. Now, on the right side of my gmail I see changes, however some of removed properties are still appearing. Any ideas why? 

0 Upvotes
RPielanen
Participant

Customize Properties

SOLVE

Hi, thanks for figuring out and sharing. Have you also been able to change the order of the properties in the Gmail extension?

If I open a contact in the hubspot extension, I would like to change the order of the company section. I have the right property in there but it's all the way at the bottom.

if I go to Settings -> Data Managment/Objects/COMPANIES -> Preview Customization -> click on "update preview cards". And change the order. It doesn't reflect on the gmail extension. Thanks in advance.




0 Upvotes
A_4
Contributor

Customize Properties

SOLVE

Thanks, this saved my life!

Why HubSpot makes things so difficult?

0 Upvotes
chicagokalo
Contributor

Customize Properties

SOLVE

Sure. You will see below that the first list of properties is different from the 2nd and 3rd list of properties. Each is coming from a Contact.

 

 

1) Native HubSpot CRM

Screenshot 2024-09-20 010722.png

 

 

2) Gmail Extension:

Screenshot 2024-09-20 010907.png

 

 

3) HubSpot via IOS

IMG_8096.jpg

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Customize Properties

SOLVE

Hi @chicagokalo,

 

What exactly do you mean when you say "not match the format that I created in the CRM"? Can you give an example and share screenshots?

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
chicagokalo
Contributor

Customize Properties

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Here is an example of different properties listed for each platform:

*HubSpot CRM directly*

[image: image.png]

*HubSpot Gmail Extension:*
[image: image.png]



*IOS*

As you can see, the last two examples do not match the native HubSpot CRM.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Customize Properties

SOLVE

@chicagokalo I'm not seeing any screenshots, only file names. Can you please upload the images directly in the post editor, in your browser, in the HubSpot community?

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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

0 Upvotes
chicagokalo
Contributor

Customize Properties

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Were you able to see the screenshots? 

 

Thanks

0 Upvotes