Sync emails to contacts in Hubspot Sales without extension?

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New Contributor

Hi there!

I'm wondering if there's a way to sync all inbound / outbound emails without using the Chrome extension? (I don't use Gmail's web interface, and would love for my team to be able to see movement on leads as discussions progress.)

 

Thanks in advance!

 

James

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Vik
Regular Contributor

You can use the HubSpot add-on -- Dossier -- which requires no extensions, allows you to send or receive email from Gmail or Outlook natively, and requires no bcc of **bleep** email addresses.

 

We designed it specifically for teams that have migrated to HubSpot CRM (like our company did), but didn't want everyone in the company to have to change their behavior.

 

See the Dossier for HubSpot page: Say goodbye to: "Where did that email go?" and sign up, choose option 3, select HubSpot and continue. It will sync your last 30 days of email in the free version.

 

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Community Manager

Hi @jamescosta, thanks for posting!

 

Here are the email logging possibilities that are available at this time:

 

- Via the Chrome extension with Gmail, or the Outlook extension on Outlook: https://knowledge.hubspot.com/articles/kcs_article/settings/how-to-install-hubspot-sales

- With a connected inbox, you can send emails from the CRM that will be automatically logged: https://knowledge.hubspot.com/articles/kcs_article/email-notifications/how-to-connect-your-email-inb...

- Barring the above options, you can either add your portal's BCC address to your outgoing emails manually in order to log them, or forward existing email exchanges to your portal's forwarding address. More on this here: https://knowledge.hubspot.com/articles/kcs_article/email/difference-between-bcc-and-forwarding

 

This article is also helpful in terms of understandig which features are supported by your email client: https://knowledge.hubspot.com/articles/kcs_article/account/what-features-are-supported-by-my-email-p...

 

I hope this helps!
May

Highlighted
Vik
Regular Contributor

You can use the HubSpot add-on -- Dossier -- which requires no extensions, allows you to send or receive email from Gmail or Outlook natively, and requires no bcc of **bleep** email addresses.

 

We designed it specifically for teams that have migrated to HubSpot CRM (like our company did), but didn't want everyone in the company to have to change their behavior.

 

See the Dossier for HubSpot page: Say goodbye to: "Where did that email go?" and sign up, choose option 3, select HubSpot and continue. It will sync your last 30 days of email in the free version.

 

Regular Contributor

Hello! In case you get any future data transferring issues or projects, you can check out Data2CRM. The SaaS enables you with moving data effortlessly and without any special programming skills.

Top Contributor

Hi @jamescosta 

 

Feel free to check out our new integration on the HubSpot integration library.

 

Best

 

 

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