Gmail Sales Extension

AYaretz
参加者

Syncing Gmail vs Gmail Extnetion

解決

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

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing Gmail vs Gmail Extnetion

解決

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
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Syncing Gmail vs Gmail Extnetion

解決

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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6件の返信
Lucila-Andimol
解決策
ソートリーダー | Platinum Partner
ソートリーダー | Platinum Partner

Syncing Gmail vs Gmail Extnetion

解決

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
参加者

Syncing Gmail vs Gmail Extnetion

解決

Great, thank you Maria!

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing Gmail vs Gmail Extnetion

解決

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

 

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

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AYaretz
参加者

Syncing Gmail vs Gmail Extnetion

解決

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
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing Gmail vs Gmail Extnetion

解決

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 いいね!
AYaretz
参加者

Syncing Gmail vs Gmail Extnetion

解決

Thank you for the clarification!

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