Gmail Sales Extension

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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 06:51
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 24, 2022 22:59
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
Pauline_Syos on May 17, 2021
Hello, First let me say that it's really nice to be able to directly create a deal from the Gmail extension 🙂 The issue I have is that I can't choose the Pipeline I'm creating the Deal in, I'm stuck in only one Pipeline. Is it possible to chang read more
0 upvote
2 Replies
Member
May 18, 2021 09:24
Thank you for the reply. That's really strange because the pipe that is at the top is not the pipe that is by default on my gmail extension...
Solved
Seth on February 21, 2017
I want to be able to create a new deal or task in hubspot from gmail. Insightly allows us to do this and it makes it easy for our team to update the CRM right from the email they are currently working on, automatically associating the contact with t read more
32 upvotes
19 Replies
Accepted Solution
HubSpot Alumni
February 21, 2017 14:11
Hi @Seth , thanks for reaching out. At this time, it is not possible to create Deals, Tasks, and other objects or engagements from your Gmail client...read more
Solved
adamnyc on January 12, 2017
In the HubSpot Sales Chrome extension , when viewing an email with a contact that's in a deal, I don't see the deal or stage the contact is in. Just a "lifecycle". Is it possible to view and manage deals from the Sales Chrome extension?
0 upvote
1 Reply
Accepted Solution
HubSpot Alumni
January 12, 2017 10:15
Hi @adamnyc , thanks for reaching out. Indeed, the HubSpot Sales sidebar is specific to the contact record in question - it doesn't go so far ...read more
Solved
francis on November 07, 2016
Hello, I don't understand why when I click on a deal and see the deals information, I can't see if the former tracked emails have been opened or not... Thanks
0 upvote
1 Reply
Accepted Solution
Top Contributor
November 08, 2016 06:55
Don't worry - it isn't just you, and there is nothing malfunctioning! That is the normal view for an email in the Deal record AND the Company record....read more
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