Gmail Sales Extension

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DCrinnion en Abril 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 Leer más
Solución Aceptada
Miembro del salón de la fama | Partner
Abril 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...Leer más
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IZabarsky en Marzo 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 Leer más
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4 Respuestas
Solución Aceptada
Asesor destacado
Marzo 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...Leer más
HRolnick en Septiembre 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 Leer más
0 Me gusta
2 Respuestas
Miembro
Septiembre 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...Leer más
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HRolnick en Junio 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, Leer más
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 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...Leer más
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vbs en 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 Leer más
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1 Respuestas
Solución Aceptada
Administrador de la comunidad
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...Leer más
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LaraC en Agosto 17, 2021
When a contact unsubscribed all, we want their Lifecycle Stage to change to Other automatically. How can we do that?
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Agosto 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 ...Leer más
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kvmvsh en Enero 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?
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3 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Enero 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...Leer más
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gdlybbert en Febrero 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 Leer más
0 Me gusta
2 Respuestas
Solución Aceptada
Exmiembro de HubSpot
Febrero 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 ...Leer más
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colesampson en Enero 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 Leer más
6 Me gusta
7 Respuestas
Solución Aceptada
Exmiembro de HubSpot
Enero 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...Leer más
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ThomasKujawa en Enero 08, 2017
How can I send emails from hubspot sales to contacts later ? I can't find a button to do that.
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2 Respuestas
Solución Aceptada
HubSpot Employee
Enero 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...Leer más
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feedle6 en Diciembre 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 Leer más
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3 Respuestas
Solución Aceptada
HubSpot Employee
Diciembre 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...Leer más
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brandon en Noviembre 07, 2016
I am trying to use the free CRM tool with Hubspot and I am running to several issues which I have logged tickets for. But I have not heard back from support since I logged my tickets over 4 business days ago. First issue - When I try to add a co Leer más
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6 Respuestas
Solución Aceptada
Colaborador líder
Noviembre 07, 2016 15:19
Have you tried deleting the 110111 Hub ID? If no, here is the Knowledge article on how to do that . After 11011 has been deleted are you findin...Leer más
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