Gmail Sales Extension

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Solved
HCaisley1 on August 27, 2024
Hi there, We are looking to send emails to prospects that trigger when a certain criteria is met on our site. We have their emails already and plan to email them using Sendgrid from a gmail account. We would want to create a contact in Hubspot fo read more
0 upvote
4 Replies
Accepted solution
Hall of Famer
September 01, 2024 11:07
@HCaisley1 The users I know that are leveraging Sendgrid create a list in HubSpot that they want to email, export that list to use for the email se...read more
Solved
ADerbyshire on July 30, 2024
Is it possible to have a Partner contact be associated to multiple end user Deals, and not sync their email communication to the deals based on an association label? We have Channel Partners that have reps on many different end user deals, but t read more
Accepted solution
Key Advisor | Partner
July 31, 2024 04:56
Hey @ADerbyshire To address the issue of email communication getting jumbled in multiple deals associated with a partner contact, you can foll...read more
Solved
DCrinnion on April 02, 2024
Hi! I am trying to create a workflow where the trigger is when we one of our sales team sends them an email (tracked via the Gmail Sales Integration) we set their contact status to Approached etc. However after some research I got told that the read more
Accepted solution
Hall of Famer | Partner
April 02, 2024 04:18
Hi @DCrinnion , This should do the trick: You can further specify this by adding a filter for "Email subject", for example...read more
Solved
IZabarsky on March 18, 2024
Hi , I have 2 questions about the Gmail extension for sales using: 1. are you logging inside Gmail the contacts you want to create? (by "Log" bottom) or you are auto-created because it marks V as default? If you doing it manually, how do you ensur read more
0 upvote
4 Replies
Accepted solution
Key Advisor
March 18, 2024 04:12
Hi @IZabarsky You need to define that list as a super-admin, there isn't a default "never log list" from HubSpot. Most commonly HubSpot user...read more
HRolnick on September 26, 2022
Hi folks, One main this I use HubSpot for is keeping track of email attachments with clients, associated with specific Deals and sometimes Companies or Contacts. Using the HubSpot Gmail extension, I would like to move attachments from emai read more
0 upvote
2 Replies
Member
September 27, 2022 09:51
I actually don't want every attachment to log, just specific ones that I select. Ideally, I would be able to move a specific attachment to a specifi...read more
Solved
HRolnick on June 24, 2022
Hi there! I am new to HubSpot. The main feature I want to use is organizing information from our Gmail by contact. I want every email to or from each contact to be logged in their contact card on HubSpot. We have downloaded the extension, read more
Accepted solution
Hall of Famer | Partner
June 25, 2022 01:59
Hi @HRolnick , Generally, emails sent through the CRM or the Google Sales Extension should log in the CRM. Can you review these troubleshootin...read more
Solved
vbs on May 27, 2022
Hi there, Just this morning, I realized that a new button has been added to my inbox. It seems that new contacts (from incoming emails) from today onwards are not being added automatically to my CRM. For contacts who are in the CRM, the button s read more
0 upvote
1 Reply
Accepted solution
Community Manager
May 30, 2022 05:49
Hi @vbs Thank you for reaching out. If you're using the HubSpot Sales Chrome extension with your inbox, incoming emails won't automat...read more
Solved
LaraC on August 17, 2021
When a contact unsubscribed all, we want their Lifecycle Stage to change to Other automatically. How can we do that?
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
August 17, 2021 12:36
Hi @LaraC , This can be achieved with a simple contact-based workflow , but requires a Professional or Enterprise subscription. This is what ...read more
Solved
kvmvsh on January 10, 2021
Gmail is my email provider connected to Hubspot. Is there a way to check if a single contact or multiple contacts are already existing contacts in my CRM database before sending the emails out?
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
January 12, 2021 01:33
Hi @kvmvsh , Searching manually for these contacts within the HubSpot CRM (under Contacts > Contacts ) will be your best option, even fo...read more
Solved
gdlybbert on February 10, 2017
I decided to abandon Outlook and move our company to G-Suite business email. My question is, can HubSpot be configured to open Gmail vs Outlook? Every time I clicked on the arrow next to the prospects email address Outlook opens, not Gmail. Does read more
0 upvote
2 Replies
Accepted solution
HubSpot Alumni
February 13, 2017 13:17
Hi @gdlybbert , The email client that opens up when you click an email link is actually based on your computer's default mail client settings ...read more
Solved
colesampson on January 23, 2017
I looked everywhere but couldn't find what I needed- is there a way to customize the fields that show whenever you add a new contact from the gmail extension? There's a field for 'phone number,' but not 'mobile number,' and we want to avoid needing read more
6 upvotes
7 Replies
Accepted solution
HubSpot Alumni
January 24, 2017 12:04
Hi @colesampson , At this time it is not possible to customize the contact fields that appear when adding a contact to HubSpot directly from G...read more
Solved
ThomasKujawa on January 08, 2017
How can I send emails from hubspot sales to contacts later ? I can't find a button to do that.
0 upvote
2 Replies
Accepted solution
HubSpot Employee
January 09, 2017 11:43
Hi @ThomasKujawa , Welcome to the Hubspot Community and thank you for your question! The "Send Later" button is only available when send...read more
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