I would like to see an enhancement that enable being able to capture inbound emails in HubSpot with an "Add Email" button, similar to what Salesforce already has in place for MS Outlook desktop and Office 360. The current Hubspot method to capture email contents is lacking, as we need to reply to the sender (with the bcc email address includes) or forward to the Hubpsot forward address, which is not the best option. We already have two Hubspot ribbon items, one of which seems to have no purpose, so why not have a simple button that allows us to add an email to a contact & company record with the simple click of a ribbon button?
Our company is new to HubSpot. We came from Pipedrive this summer.
Many things to say, but this functionality is almost as basic as it gets. I do see other in this thread are asking for a status. Please advice so we all know what we can expect for the next release!
For some users, custom objects are more important than the default objects provided by HubSpot.
It would be helpful and time-saving to be able to log an email sent via the sales extension to a custom object (as is currently possible with default objects like contacts, companies, deals and tickets).
This idea already exists for the Outlook Add-in, but ideally, it will become available for all the sales extensions.
Hi @Flora - any news on this? I should've checked before signing up but I presumed this was such a standard thing! (2 other CRM's I've used have had this ability as standard). Thanks.
The Outlook add-in works very well. However, we miss the function to be able to transfer incoming / outgoing mails to the crm afterwards (if the automatic capture is deactivated).
When I open an e-mail and click on the add-in, all the data for the contact / company is displayed. Here, a button would be great, with which I can subsequently transfer the mail to HubSpot.
Not only to log an email but to also be able to create a custom object from the Gmail extension - you can add a deal or ticket but not a custom object which would be huge.
Use Case: HubSpot Gmail extension logs out for various reasons (e.g., Chrome updates, new Chrome browser sign-in, laptop restart, switching between Gmail accounts or HubSpot accounts, etc.). I then log back into my Gmail account but forget to log back into the HubSpot Gmail extension. I am now actively sending emails, but HubSpot does not track these emails. Unless I receive a response to the email I have sent, there is no simple way of adding the email to a contact's activity log. The only hack available is to log a manual email to the contact activities. This is time-consuming and has limitations:
Only the content of the email can be easily copied/pasted into the manual email log - the email date and time have to be entered manually.
For emails with multiple contacts, the contact names need to be added to the log individually, which requires searching the "Contacted" input field by typing email addresses. This is especially cumbersome when the email gets delivered to multiple organizations.
The email log can't be linked to the Gmail thread unless the contact responds.
Even if the contact does respond, the originally sent email content is not captured in the response, meaning the manual email log cannot be merged with the tracked thread.
This isn't restricted to just those that use the Gmail extension - this is an issue for anyone who logs email in HubSpot and forgets to log before sending. +1