Gmail Sales Extension

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Nikk1 on Abril 12, 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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Abril 14, 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 ...Leia mais
Solucionado
hbuser33 on Abril 08, 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 avaliações positivas
7 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Abril 08, 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...Leia mais
Ana777 on Abril 05, 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Abril 05, 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...Leia mais
JSchachter on Abril 04, 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 Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Abril 04, 2024 10:59
Hi @JSchachter , Under Settings > Objects > Contacts > Lifecycle Stage , HubSpot has settings for default lifecycle stages. By...Leia mais
DGarrett4 on Abril 02, 2024
Hello, for some reason my hubspot account has unlinked with my emails and it is saying this, can anyone help? -
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Abril 02, 2024 07:07
Hi @DGarrett4 , Have you tried clearing cache / cookies and deinstalling / re-installing the extension? Best regards
Solucionado
DCrinnion on 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 Leia mais
0 avaliações positivas
4 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
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...Leia mais
Solucionado
NicoleO1 on Março 28, 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 Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Março 28, 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:/...Leia mais
merfin29 on Março 24, 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 Leia mais
0 avaliações positivas
3 Respostas
Colaborador(a)
Março 26, 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...Leia mais
DetailDevil on Março 21, 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 Leia mais
0 avaliações positivas
5 Respostas
Membro do Hall da Fama | Parceiro
Março 21, 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...Leia mais
IZabarsky on Março 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 Leia mais
0 avaliações positivas
4 Respostas
Conselheiro(a) de destaque | Parceiro Diamante
Março 18, 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...Leia mais
LinkPizza on Março 15, 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 Leia mais
1 avaliações positivas
2 Respostas
Participante
Março 15, 2024 11:28
Solution is found, you could not make this more unclear where to find it.
EMayberry on Março 13, 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 Leia mais
2 avaliações positivas
14 Respostas
Autoridade no assunto | Parceiro Platinum
Março 15, 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...Leia mais
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