Gmail Sales Extension

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IZabarsky on März 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 Beitrag ansehen
0 Likes
4 Antworten
Autorität | Diamond Partner
März 18, 2024 04:20
@IZabarsky You can manage your personal list the steps are mentioned in this article: https://knowledge.hubspot.com/connected-email/add-ema...Beitrag ansehen
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 Beitrag ansehen
Mitglied
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...Beitrag ansehen
Gelöst
HRolnick on Juni 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, Beitrag ansehen
Accepted Solution
Berühmtheit | Partner
Juni 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...Beitrag ansehen
Gelöst
vbs on Mai 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 Beitrag ansehen
0 Likes
1 Antwort
Accepted Solution
Community-Manager/-in
Mai 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...Beitrag ansehen
Gelöst
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 Likes
2 Antworten
Accepted Solution
Berühmtheit | 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 ...Beitrag ansehen
BusWiFi on März 09, 2021
Hi, we noticed a strange behaviour. One of our sales reps sends an email to a given contact (that is in our hubspot crm contacts lists), using Chrome and extension. At that moment everything is ok and two items show up in Log list (contact and com Beitrag ansehen
Teilnehmer/-in
März 10, 2021 07:47
Anyone has clues? There was a similar topic here but no resolution other than that Hubspot Staff are looking into that problem; https://comm...Beitrag ansehen
Gelöst
kvmvsh on Januar 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 Likes
3 Antworten
Accepted Solution
Berühmtheit | Partner
Januar 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...Beitrag ansehen
KonradF on November 06, 2020
Hi I have a problem with New Incoming emails (new thread) from contacts that are already in Hub, that don't get logged into Hubspot. I reviewd the configurations and everything looks ok, please help!
Community-Manager/-in
November 08, 2020 21:54
Hi @KonradF , In order to log email replies from the contacts, there are certain criteria. Could you please read through this knowledge base ...Beitrag ansehen
Gelöst
gdlybbert on Februar 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 Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
HubSpot-Alumnus/Alumna
Februar 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 ...Beitrag ansehen
Gelöst
colesampson on Januar 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 Beitrag ansehen
5 Likes
7 Antworten
Accepted Solution
HubSpot-Alumnus/Alumna
Januar 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...Beitrag ansehen
Gelöst
ThomasKujawa on Januar 08, 2017
How can I send emails from hubspot sales to contacts later ? I can't find a button to do that.
0 Likes
2 Antworten
Accepted Solution
HubSpot Employee
Januar 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...Beitrag ansehen
Gelöst
feedle6 on Dezember 13, 2016
Hi! I've just signed up with Hubspot CRM free I am currently using my website emails with Gmail (ex. info@mywebsite.com) and I wanted to sync only the "xxx@mywebsite.com" related email not all the email from the gmail account. Any way how can I Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
HubSpot Employee
Dezember 13, 2016 09:50
Hi @feedle6 , Welcome to the Hubspot Community. Hubspot Sales will only track emails or log them in your CRM when you check the checkboxes ind...Beitrag ansehen
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