Gmail Sales Extension

mhartnett6
Miembro

Emails getting logged to contact not deals

resolver

Hello everyone, 

 

I am using gmail extension and my emails are getting logged in contact but not in the deal. 

 

Is there anyway to have all correspondence be logged under the deal not a contact?

1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Emails getting logged to contact not deals

resolver

Hi @mhartnett6,

 

You can specify the default logging settings by following these steps: https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-c...

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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4 Respuestas 4
Beka
Colaborador

Emails getting logged to contact not deals

resolver

We are experiencing this same issue even though we have the extension set up to log to deals automatically.

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EOevuenc
Miembro

Emails getting logged to contact not deals

resolver

I am experiencing the same issue (with my Gmail account and using Google Chrome), too - although I was able to log emails going out of my Gmail to Deals previously.

 

I have tried uninstalling and reinstalling the HubSpot Chrome extension, which did not help. I continue to be able to log my emails to Contacts and to Companies that are associated with the Deals that I am looking to log the emails to.

 

I can however manually associate the emails logged to Contacts and Companies with the respective Deals.

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merfin29
Colaborador

Emails getting logged to contact not deals

resolver

I'm finding the same issue it is not possible to get it automatically. You have to do it manually for every single email sent and reply

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karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Emails getting logged to contact not deals

resolver

Hi @mhartnett6,

 

You can specify the default logging settings by following these steps: https://knowledge.hubspot.com/email-tracking/customize-your-hubspot-sales-chrome-extension-default-c...

 

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 Me gusta