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.
The MigrateEmails Gmail Emails Backup Tool provides a convenient way to import email history from Gmail. It supports importing emails into various file formats like EML, MSG, MBOX, PST, PDF, VCF, and more. The tool maintains the folder hierarchy and preserves the integrity of confidential emails during the backup process. It offers features like incremental backup. The intuitive graphical user interface makes it easy for both novice and technical users to import their Gmail email history.
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.
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.
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.
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!
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!
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.
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.
Sep 30, 202011:21 AM - edited Oct 2, 20208:42 AM
Participant
How to import history emails from gmail?
SOLVE
Here's a solution
We managed to import all previous gmail emails using integromat. Here's the work flow:
Export your contacts by segments, stages etc. Whatever works best for you.
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 4 catch all errors. I added this when an error happened and I could not figure it out, so wanted to ignore it.
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 🙂
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 ?