Gmail Sales Extension

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Nikk1 4月 12日, 2024
Hello, Is it possible to add or edit a contact name from within the gmail extension? When we're adding new contacts for the first time it shows their name as their email address without any obvious way to edit and add their first and last name f 続きを読む
0 いいね!
2 コメント
メンバー
4月 14日, 2024 11:39
Hi Pam, Unfortunately, this does not seem to work. I do not see any additional options or dropdowns when hovering over the contact email address ...続きを読む
解決済み
hbuser33 4月 08日, 2024
I have connected my hubspot to gmail . Now I am sending email to a contact' email using gmail (directly opening gmail and sending) . This email is not getting logged in my activity or emails area.
0 いいね!
7 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 08日, 2024 01:40
Hi @hbuser33 , Have you also installed the Chrome extension? Connecting your email address is not enough for email tracking. It simply authori...続きを読む
Ana777 4月 05日, 2024
Hello! I am looking for a way to create contacts in Hubspot from an email address connected to a lead generation form on an app marketplace. The flow is that leads submit their information in this form to contact us, and this data is sent to us 続きを読む
0 いいね!
2 コメント
参加者
4月 05日, 2024 01:41
Hi @karstenkoehler , It is a different app marketplace and is not connected to Hubspot. Would you happen to know any workaround to do that? Ma...続きを読む
JSchachter 4月 04日, 2024
Currently, when Hubspot tracks my emails it is assigning every contact in my inbox as a LEAD inside of Hubspot. The challenge is that then my dentist, accountant, vendors, all become LEADS. Is there a way to maintain tracking but not have the r 続きを読む
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 04日, 2024 10:59
Hi @JSchachter , Under Settings > Objects > Contacts > Lifecycle Stage , HubSpot has settings for default lifecycle stages. By...続きを読む
DGarrett4 4月 02日, 2024
Hello, for some reason my hubspot account has unlinked with my emails and it is saying this, can anyone help? -
0 いいね!
1 コメント
殿堂入り | Solutions Partner
4月 02日, 2024 07:07
Hi @DGarrett4 , Have you tried clearing cache / cookies and deinstalling / re-installing the extension? Best regards
解決済み
DCrinnion 4月 02日, 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 続きを読む
0 いいね!
4 コメント
Accepted Solution
殿堂入り | Solutions Partner
4月 02日, 2024 04:18
Hi @DCrinnion , This should do the trick: You can further specify this by adding a filter for "Email subject", for example...続きを読む
解決済み
NicoleO1 3月 28日, 2024
I was not logged into Hubspot at the time of sending an email from gmail. I have now logged the emails after logging back into hubspot but I get the notification "chose to log this email but not track it." Is there a way for me to track this email 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
3月 28日, 2024 05:01
Hi @NicoleO1 , Sales email tracking is implemented at the time of sending an email and cannot be added later. This is explained here: https:/...続きを読む
merfin29 3月 24日, 2024
I have the settings in Gmail https://knowledge.hubspot.com/connected-email/customize-your-hubspot-sales-chrome-extension-default-configuration-options this page suggests that it would automatically log incoming emails to the things that 続きを読む
0 いいね!
3 コメント
投稿者
3月 26日, 2024 00:22
OK I found this page and it seems like it is impossible to have any emails automatically associated with a deal. The only exception is to use the...続きを読む
DetailDevil 3月 21日, 2024
Hello, My contacts list is suddenly pulling from my personal Gmail account, which isn't connected to Hubspot. As a result, hundreds of personal contacts, which don't belong to my business, have appeared in my Contacts list. Why is it doing th 続きを読む
0 いいね!
5 コメント
殿堂入り | Solutions Partner
3月 21日, 2024 11:14
@DetailDevil wrote: I don't have time to look at all the information you've linked to, but thanks for that. ... if we want to get the botto...続きを読む
IZabarsky 3月 18日, 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 続きを読む
0 いいね!
4 コメント
キーアドバイザー | Diamond Partner
3月 18日, 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...続きを読む
LinkPizza 3月 15日, 2024
What setting in "Manage user access" do i need to change to make a count connect with gmail email box. This is the text" You don't have access to connect. Ask an account admin to change your permissions." How do i change this in 続きを読む
1 いいね!
2 コメント
参加者
3月 15日, 2024 11:28
Solution is found, you could not make this more unclear where to find it.
EMayberry 3月 13日, 2024
With access to all permissions: Service Contacts Account Reports Sales Marketing 2 team members don't have access to the " Insert:____" template option, they can only create a new template. We've tried all of the following sug 続きを読む
2 いいね!
14 コメント
ソートリーダー | Platinum Partner
3月 15日, 2024 11:42
Hey @EMayberry so this could be as simple as "Have you check if they have connected their personal email into HubSpot?" It's not just installi...続きを読む
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