I have received emails that were originated by a contact that I have in Hubspot. But the email they sent me is not in the history under their contact page.
Do emails that get logged into the history have to originate from me?
Have you checked out this article which walks through which email replies will be logged in the CRM?
One point that the article outlines is that the email can only be logged if it is a reply to an email that was logged to the CRM or through a connected inbox. An email that the contact initiates to you will not be logged on their timeline, as their is no 'log in CRM' associated with that email.
Thank you, Jenny
Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth. Learn More
Have you checked out this article which walks through which email replies will be logged in the CRM?
One point that the article outlines is that the email can only be logged if it is a reply to an email that was logged to the CRM or through a connected inbox. An email that the contact initiates to you will not be logged on their timeline, as their is no 'log in CRM' associated with that email.
Thank you, Jenny
Loop Marketing is a new four-stage approach that combines AI efficiency and human authenticity to drive growth. Learn More