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Gmail Sales Extension

Im Forum Gmail Sales Extension nach Lösungen suchen oder eine Frage stellen

HRolnick on September 26, 2022

Moving Attachments from Gmail to Hubspot in Browser

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

Antworten Companies Contacts Deals Documents

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2 Antworten

HRolnick

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

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HRolnick on Juni 24, 2022

Trouble integrating e-mails

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

Antworten Contacts Deals Email Deliverability Integrations

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1 Antwort

Accepted Solution

karstenkoehler

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

Pauline_Syos on Mai 17, 2021

Choose the pipeline for a deal in Gmail extension

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 Beitrag ansehen

Antworten Deals

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2 Antworten

Pauline_Syos

Mitglied

Mai 18, 2021 12:24

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...

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Seth on Februar 21, 2017

Create Deals, Tasks, etc from Gmail

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 Beitrag ansehen

Antworten Deals Gmail Tasks

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19 Antworten

Accepted Solution

MayPascaud

HubSpot-Alumnus/Alumna

Februar 21, 2017 17:11

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...Beitrag ansehen

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adamnyc on Januar 12, 2017

Is it possible to view Deal details in HubSpot Sales Chrome extension?

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?

Antworten CRM Deals

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1 Antwort

Accepted Solution

MayPascaud

HubSpot-Alumnus/Alumna

Januar 12, 2017 13:15

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 ...Beitrag ansehen

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francis on November 07, 2016

Issue with open notification in the deal page

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

Antworten CRM Deals Email Tracking

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1 Antwort

Accepted Solution

kcooper

Stratege/Strategin

November 08, 2016 09:55

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....Beitrag ansehen

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