How to import history emails from gmail?

[Tim]

Hi,

Is it possible to import my Gmail email history in Hubspot?

[BrettLanguirand · Accepted solution]

Hello @Tim,

It isn't possible to retroactively import emails from Gmail into the Hubspot CRM.  One workaround is to manually log the email.  To do this, go to a contact record, click "Log Activity", change "Log a Call" to "Log an Email", change the date and time to when it was sent, and then copy and paste the email.  I know this workaround isn't feasible for a large number of emails, but it might work for you if there is a reasonable number.  

I hope this helps!

Brett

[ScotTrumeter · Accepted solution]

Hey Tim,

This is something Trujay Group could do for you as data migrations into HubSpot are our specialty.  Historical emails data is an issue we see quite often and have been able to help many with getting the data imported in and associated to the correct Contacts.

Scot

[ScotTrumeter · Accepted solution]

Hey @mattswitzer.  Check in with me at scot@trujay.com in about one-two weeks and we should have a solution finished.  Our dev team has started building import solution directly for historical emails from gmail into HubSpot.  

[ScotTrumeter · Accepted solution]

@Tdmc  @Fossy The solution is built and we have run several tests and happy with the results.  You can read about it here:  http://help.migratemycrm.com/getting-started/how-do-i-connect-to-gmail.  If you'd like to do an import, please contact me at scot@trujay.com and would be happy to discuss with you.

[ThreadsHelp2018 · Accepted solution]

We have an automated solution that can help you with this if you are still having issues. You can find us on the HubSpot  App Marketplace. 

[ThreadsHelp2018 · Accepted solution]

We recently listed our integration on the HubSpot Integration library which can help with this if of interest. 

[asciocchetti · Accepted solution]

We just ran into a similar issue where a number of emails weren't logged in HubSpot bc the Chrome extension was disabled. 

While there is no automated way to bulk upload emails, we used the email forward feature as a workaround. https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address#use-... 

Basically forwarding every individual received email that needs to be logged in HS using the @forward.hubspot.com email address that's unique to your account. 

Very manual workaround but still better than manually logging email with "log activity" feature. 

[LeslieBarry · Accepted solution]

This is the best solution I found for Gmail to Hubspot forwarding of old emails. Affordable and does the job for my once-off migration: multi-email-forward dot com

I'm a customer, no relation to the company and have used CloudHQ service before and they just work.

And you can always cancel after the first month once you've done the initial run 😉

[Apothecary · Accepted solution]

Here's a solution

We managed to import all previous gmail emails using integromat. Here's the work flow: 

1. Export your contacts by segments, stages etc. Whatever works best for you. 
2. Use integromat to search and label the emails. Scenario 1:
   • Search format {from:Johndoe@etc.com from: emailb@hotmail.com from: etc@etc.com } has:nouserlabels
   • (You can make that format easily in a spreadsheet)
   • It's best to do this is batches of max 400 emails. I had issues with 900 emails, not sure what the maximum is. 
   • I found labelling them like this a way to keep things sane and to easily check on the progress. Also, it allowed us to clean things up a bit and only import emails relevant to the contacts we want, rather than importing absoultely everything. 
   • Module 1: https://forestnation.d.pr/3884Mk
   • Module 2: https://forestnation.d.pr/zTC9fA 
3. Use integromat to import all emails in a specific label to hubspot as timeline events. Scenario 2:
   • Module 1: https://forestnation.d.pr/W8E7B8 
   • Module 2: https://forestnation.d.pr/cOhUJf (I think we need this to check if the contact exists or not)
   • Module 3: 
     •  https://forestnation.d.pr/7Gs544 and https://forestnation.d.pr/rNGjFp and https://forestnation.d.pr/Fyop4C 
   • Module 4 catch all errors. I added this when an error happened and I could not figure it out, so wanted to ignore it. 
4. Repeat this process to get the to: emails.
   • {to:Johndoe@etc.com to: emailb@hotmail.com to: etc@etc.com } has:nouserlabels

I am sure this process could be optimised even more. But it has worked for us and I hope it helps someone else out. 

* We have just migrated to hubspot this week, still in the process and looking forward growing our business on the platform. This is also our first post in the community. 

* If we can do this, hubspot could easily create a plug and play solution. I am sure they would win even more business with it 🙂 

[Valleriia · Accepted solution]

I was able to import .xlsx file with email history. 

Hope this will be helpful. 

https://knowledge.hubspot.com/crm-setup/import-activities#:~:text=meeting%20type%20settings.-,Emails...

[Valleriia · Accepted solution]

Hi Chris,

I'm not aware if you can export specific email conversations from Gmail. You can download all your email data from Gmail and filter it. Or if you need to export a few emails, you can manually create an Excel file for HubSpot Import.  

Activity Date	Email body	Email	Email Direction
Date	Body of email	address	Incoming/outgoing

Hope you find this helpful!

[Valleriia · Accepted solution]

Hey there, 

Can you share a Sample of the excel file you trying to import? 

Meantime: this was my way of doing it. 

1. Start Import
2. File from Computer
3. One File
4. Multiple Objects
5. Contacts + Emails
6. Select/Attach a file

Mapping columns in your File to HubSpot properties:

Column Header from File	Preview Information	Import AS	HubSpot Property
Activity Date		Email Properties	Activity Date
Email Body		Email Properties	Email Body
Email		Contact Properties	Email
Email Direction		Email Properties	Email Direction

[jamesrobert15 · Accepted solution]

Are you trying to set up a new Gmail account? And Continuously getting errors, While the setup. One I want to tell you have you have to backup your emails and other data if this error is still the same this can lead to damage to your important data. To Backup your emails and other data you can use the Cigati Gmail Backup tool, this will create a backup of your whole data and store it on your local computer. It can also Export Emails from Gmail to Text, which can be easily get accessed offline.

[Creadigity]

Any update on how to automate the process of importing email from Gmail to Hubspot?

[asciocchetti · Accepted solution]

We just ran into a similar issue where a number of emails weren't logged in HubSpot bc the Chrome extension was disabled. 

While there is no automated way to bulk upload emails, we used the email forward feature as a workaround. https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address#use-... 

Basically forwarding every individual received email that needs to be logged in HS using the @forward.hubspot.com email address that's unique to your account. 

Very manual workaround but still better than manually logging email with "log activity" feature. 

[MarcusT]

This is the weak link in Hubspot. Every business needs its contact/client conversation trail. in order the mange any CRM. Not to have this feature is unfathomable. 

[sgrun]

I have just created a Hubspot Idea for this. So, to encourage Hubspot to work on this much needed feature, please upvote it here:

https://community.hubspot.com/t5/HubSpot-Ideas/Auto-Import-All-Historical-Email-Including-Emails-wri...

[lalexander]

This would be an awesome feature to see rolled out - for companies with a very long history of emailing back and forth with clients, it would be great for us to automatically pull in the emails in the connected inbox that are associated with contacts in the CRM!

[MatthewMorrow]

Is this going to happen?

[ThreadsHelp2018 · Accepted solution]

We recently listed our integration on the HubSpot Integration library which can help with this if of interest. 

[ThreadsHelp2018 · Accepted solution]

We have an automated solution that can help you with this if you are still having issues. You can find us on the HubSpot  App Marketplace. 

[Linda_Q]

I'm interested in the solution found/developed to integrate historical emails into HubSpot. Is there a link online where I can find it? Thank you in advance!

[ThreadsHelp2018]

@Linda_Q - you can find more information here.

[MatthewMorrow]

Hi,

We moved from SalesforceIQ and I really missed the true email sync.  I have no idea why HubSpot haven't added this as an optional feature.

I have found an app/integration that almost solves the problem. Dossier

It allows emails to be brought into HubSpot regardless of the platform you send from.  However, it appears to bring them in as a 'logged email' which is more like a note.  So although you have the record you can't reply from within HubSpot.  You can respond by composing a new email within HubSpot but I don't think this will keep the email chain intact.  Not a major problem but that is why I said it 'almost solves the problem.'

What do you all think?

[ScotTrumeter · Accepted solution]

Hey Tim,

This is something Trujay Group could do for you as data migrations into HubSpot are our specialty.  Historical emails data is an issue we see quite often and have been able to help many with getting the data imported in and associated to the correct Contacts.

Scot

[BrettLanguirand · Accepted solution]

Hello @Tim,

It isn't possible to retroactively import emails from Gmail into the Hubspot CRM.  One workaround is to manually log the email.  To do this, go to a contact record, click "Log Activity", change "Log a Call" to "Log an Email", change the date and time to when it was sent, and then copy and paste the email.  I know this workaround isn't feasible for a large number of emails, but it might work for you if there is a reasonable number.  

I hope this helps!

Brett

[JBigbee]

It's been over 5 years and there is still not a solution to this problem.

[mpitre72]

Literally... if we could just get the previous six month's history when setting up Hubspot, it would be of great help.

[northwestcap]

Hey Brett - Any chance HubSpot will offer the functionality requested below and present in most other modern CRM platforms re: email import? Seems like https://threads.cloud/ is doing it with their 3rd party solution. Would make moving to HubSpot and getting data into it on an ongoing basis infinitely easier. Thanks for the update! Matt

[jhawkins999]

So I want to switch from another CRM to Hubspot.  I have several deals with several hundred emails to each deal.  I have recreated the deals and the contacts in Hubspot, however I really need to see the emails with each contact/ deal before I started with Hubspot.  Several other CRM's already do this out of the box (Pipedrive, Prosperworks, SalesforceIQ and Base CRM).  How can I see my emails attached to the contacts prior to when I signed up with Hubspot (April 23, 2017)?

[dbower]

You can add Agile CRM to the list of others that provide good Gmail integration.   I don't understand how anyone finds it acceptable to lose all of the gmail contacts and history when moving to Hubspot. 

Hubspot seems like the best solution in the market, but this is a glaring weakness, and almost a showstopper for us.

[marladicarlo]

Agree, we are just now being told about this issue after working with our 2nd migration team - the first was HubSpot's recommended migration team. Then we moved to a diamond partner with HubSpot. This is a big issue and one that should be addressed - it seems unethical that HubSpot does not disclose this since they know it is an issue.

[ScotTrumeter]

@dbower Check in with me at scot@trujay.com after a week from now.  We're building an import solution for this.  Talk to you soon.

[RenatO2]

Hey, 

Does this issue have a resolution?

Thanks, 

Ren