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.

[PamCotton]

Hey @NBraden, At the moment, with the import that you're doing, are you doing just a standard contact import with email activity?

If so, this indeed would be the best process to recommend! I want to share a similar Community post here. 

Kindly,

Pam

[jamesrobert15 · Accepted solution]

Converting Gmail emails to Word documents can be quite useful, especially when you need to save important email correspondence. A manual solution for this task involves opening each email, copying the content, and pasting it into a Word document. However, this method is time-consuming, lacks formatting preservation, and doesn't handle attachments well.

The major drawback of the manual method is that it's not efficient for large quantities of emails, and it can lead to errors or missing information during the copy-paste process. To streamline this process and overcome these limitations, I recommend using the "Gmail Backup Tool." It automates the conversion process, retains formatting, and ensures that attachments are properly saved, making it a much more efficient and reliable solution for this task.

[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.

[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...

[NBraden]

Hi there! How did you get an excel with your gmail email history? When I export my emails Google puts it in a MBOX file format.

[MissFleck]

Hi @Valleriia I also took these steps and am getting an mbox file that I cannot open or upload.

[PamCotton]

Hey @MissFleck, do you mind providing more information about it? Since this thread is from 2017 I want to make sure we have the most updated information. 

 The more information, screenshots, and details you can provide, the better I can advise on the next steps.

Thank you,

Pam

[ZEstey]

Hey there! I'm trying to import as an excel file and keep getting stuck - any chance you'd be willing to meet with me for a few minutes on Monday to walk me through how you did it? If it's more complicated than a normal import then they'll hire an intern to forward bcc emails instead since its out of our scope. Thanks in advance!

[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

[ChrisEriksson]

Hi! 

Do you know if it is possible to export specific email-conversations from gmail to a csv/xlsv? Or how do you arrange the import file? Otherwise it takes more time to fix the import file than it takes to log the emails manually 1 by 1 in hubspot?  Thanks!

[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!

[DianaGomez]

Hi @Valleriia hope you are doing well!

Thanks for sharing 🙂

Best,

Diana

[OlivierBeaujean]

anyone tried Threads ? I'm considering doing this... 

[JSoffer]

Threads does not automatically create contacts in HubSpot and will only import emails where the contact already exists in HubSpot. 

[Apothecary]

@Colas just sent you a private message. Happy to help

[Colas]

@Apothecary Hi Apothecary, how can I get in touch with you, I'm trying to import a bunch of labelled emails but have a few questions first. thanks ! 

[OmairH]

It's a pity that since 2017, HS has not been able to provide for a solution that's an integral part of their competition. It doesn't makes sense that you are not able to see email history of contacts sent before migration to HS.

It seems HS is more targetted towards new businesses that have just started sales instead of established businesses. I don't know which establish business would be willing to migrate to HS if they cannot see their contact's email history dated before their HS joining date.

[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 🙂 

[blimstash]

I do not understand this. A lead comes in as an email. We add the person to HS. We create a deal. The original email NEEDS to be in that deal. If everything is so manual why don't I just use a spreadsheet ?

How is this usable at all?

[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 😉