Help understanding Gmail integration (Hubspot CRM Free)

[alibabakes5]

Hi there,

I am trying to understand how the Gmail integration works as I am having trouble with it

I have linked my Gmail account to Hubspot.

Does HS constantly poll my Gmail for new emails, and enter them into CRM as a new contact, or do I have to manually flag which ones relate to my business ( my gmail account is a mixture of personal and business ) .

Do I need to actively log into my Gmail webpage in the browser that has the Hubspot Sales Extension installed, or does HS integrate with my account from its own servers?

I sent myself an email from another account, unlinked in Hubspot in any way and I'm trying to get that to show up as a new contact / enquiry in CRM.

I waited a while, and nothing appeared, so I thentried the manual Forward address specified in the CRM settings. Still no new contact appeared.

As another experiment I added yet another amail account of mine as a CRM contact, and used CRM to send an email. That was sent ok, and I can see it tracking when I opened it. I replied to that email, but that reply was never picked up by CRM, desite it hitting my main email account ok.

[JeremyHong · Accepted solution]

Hi @alibabakes5,

The first thing I would do is confirm that your sales/gmail plugin is set up the way you want it.

You can configure either of the options you described (create a new contact for every email, OR create a contact only when you specify) by using the Log & Track settings.

Have you already set up your Log and Track settings within the plugin?

Here's the HS documentation on how to do that.

[JessicaH]

Hi @alibabakes5,

Thanks for reaching out.

I want to tag in some subject matter experts to see if they can assist with this.

Hi @Bryantworks @ndwilliams3 @JeremyHong would you be able to share your thoughts with @alibabakes5?

Thanks!

Jess