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 Leia mais
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...Leia mais
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, Leia mais
Hi @HRolnick ,
Generally, emails sent through the CRM or the Google Sales Extension should log in the CRM. Can you review these troubleshootin...Leia mais
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 Leia mais
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 Leia mais
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...Leia mais
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?
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 ...Leia mais
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
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....Leia mais