Gmail Sales Extension

AYaretz
Participant

Syncing Gmail vs Gmail Extnetion

SOLVE

What are the main differences between just syncing your HubSpot and Gmail account vs installing the HubSpot Sales Extension for Gmail? 

2 Accepted solutions
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Syncing Gmail vs Gmail Extnetion

SOLVE

Hi @AYaretz,

 

That's because in your case the thread and tracking was initiated from the CRM. If you start a thread directly in Gmail without the extension, you'll see that it won't be logged.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Syncing Gmail vs Gmail Extnetion

SOLVE

Hey @AYaretz 

the difference is that with the extension you get to see information in a side bar about the contact/deal/ticket stored in the CRM. 

You can also get to access your templates, snippets, documents, meetings link and even the AI assitant from inside the Gmail page.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

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Lucila-Andimol
Solution
Thought Leader | Platinum Partner
Thought Leader | Platinum Partner

Syncing Gmail vs Gmail Extnetion

SOLVE

Hey @AYaretz 

the difference is that with the extension you get to see information in a side bar about the contact/deal/ticket stored in the CRM. 

You can also get to access your templates, snippets, documents, meetings link and even the AI assitant from inside the Gmail page.

Hope this helps

María Lucila Abal | COO Andimol
HubSpot Expert, Community Champion & Certified Trainer (12+ years)

Have questions? Get answers:

Get Premium Support

Did my post help answer your question? Mark this as a solution.

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AYaretz
Participant

Syncing Gmail vs Gmail Extnetion

SOLVE

Great, thank you Maria!

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Syncing Gmail vs Gmail Extnetion

SOLVE

Hi @AYaretz,

 

Connecting your personal Gmail means that you can send emails from HubSpot through your connected account and have generally authorised HubSpot to access it: https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot

 

That does not yet mean that HubSpot automatically tracks anything you do in Gmail directly.

 

The Chrome sales extension then enables you to track and log all outgoing emails and replies to those emails. It automatically adds the BCC address that pushes your emails into the CRM.

 

Without the extension, your emails sent from Gmail would not be logged. You could send logged and tracked emails from inside the CRM but your Gmail / Chrome activity would be ignored.

 

Additionally, you get a sidebar with information about CRM records and HubSpot features like snippets and sequences.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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AYaretz
Participant

Syncing Gmail vs Gmail Extnetion

SOLVE

Hi Karsten,

 

Thank you for the reply. Interestingly enough, I only have my Gmail and HubSpot connected (no extnesion). I noticed however, when I replied to an email today in Gmail it appeared in Hubspot as well.

 

I.e when I send an email out in HubSpot, I see it in my Gmail as well. When the customer replies, I see it in HubSpot and Gmail. When I reply to the customer in Gmail. I also see it in HubSpot.

 

Curious to know what extra benefit the extension would add? Thanks! 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Syncing Gmail vs Gmail Extnetion

SOLVE

Hi @AYaretz,

 

That's because in your case the thread and tracking was initiated from the CRM. If you start a thread directly in Gmail without the extension, you'll see that it won't be logged.

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
AYaretz
Participant

Syncing Gmail vs Gmail Extnetion

SOLVE

Thank you for the clarification!

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