HubSpot Community - Add email to CRM record button

Latchy · ‎Jul 17, 2018

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?

pboudy · ‎Jul 14, 2017

When you have an old email or a newly received one, the only way to get it into hubspot for the selected email ID is to forward it to the bcc address. Can I humbly suggest you add a button to either your tool bar or to the right hubspot gmail panel that just adds the email to the selected contact? It would be more precise and easier.

BTW-- I like what is there so far...it doesn't seem to bog down gmail and is fairly simple to understand and use compared to other stuff I have used (cirrus).

Thanks for your consideration!

stinhambo · ‎Nov 10, 2017

Any chance of adding the ability to forward an email to Hubspot from Gmail using the Chrome extension? A single click is much handier than having to look for the forwarding address every time!

usmiclow · ‎Nov 16, 2017

I agree. We are just moving over from another CRM to HubSpot, and upon further research on this functionality, it seems as though all your major (and a good handful of non-major) competitors have this functionality. I am a bit confused to be honest where you give the option to save any sent email as a template, but you don't have a button like this to simply log a missed email?

vlador · ‎Jan 30, 2018

Hi all,

I've connected my IMAP mail account to HubSpot.

Primarly, I am using this feature to automatically log received emails.

Typically, I am using a mail client to send emails - I do not send emails through the HubSpot interface.

In order to log these emails I am sending the mail also the HubSpot BCC address.

Unfortunately, sometimes I forget to add the BCC address and the email will not be logged.

It would be great, if I could forward the sent mail to the BCC address to log this email AFTER it has actually been sent.

https://community.hubspot.com/t5/Outlook-Sales-Extension/Forgot-to-send-to-BCC/m-p/175780#M1999

eddiei3digital · ‎Feb 7, 2019

Hubspot this is a basic request and I can't believe it is not available yet.

Reinis · ‎Mar 14, 2019

Is there any update regarding this idea?

GO · ‎May 14, 2019

When using the gmail for chrome plugin with tracking an logging swithc off allow you to go back in to sent items and save a previously sent email, not as a template, but as an activity to a contact in HubSpot. This can be done in salesfocres

allyg · ‎Jun 19, 2019

We would like to do the same thing with Outlook. It would be great if there were the same checkbox option to "Log in CRM" with Sent messages as there is when creating new messages –– eliminating the cut&paste or reforwarding with the BCC address. This question/need comes up frequently among our users!

jonmacdonald · ‎Jun 26, 2019

Currently, the only way to get an email that is received or previously sent into HubSpot is to forward it manually. This takes so much time.

When rolling over (with cursor) any email address within an email or in a header (to, from, cc, etc) it should update the HubSpot panel/extension to show that email record/Contact within the panel.

Once the Contact is showing in the panel/extension, it should then allow the current showing email to be added to that Contact/email address within HubSpot.

These small usability updates would make choosing which Contact to log an email to much more efficient, and save hours from having to manually forward into HubSpot.

See Cirrus Insight (for Salesforce) which does this sooooo well.

Related:
https://community.hubspot.com/t5/HubSpot-Ideas/Add-email-to-CRM-record-button/idi-p/197982

https://community.hubspot.com/t5/Outlook-Sales-Extension/Forgot-to-send-to-BCC/m-p/175780#M1999

srinath · ‎Jul 9, 2019

Hello People

RoloCRM (https://rolocrm.in) may work here. https://www.hubspot.com/integrations/rolocrm

May help.

In addition to automatically logging customer calls and SMS, RoloCRM also auto logs both incoming and outgoing customer emails.

It may not work for everyone, but please do give it a shot.

Srinath

Latchy · ‎Jul 14, 2019

HubSpot - this was submitted a year ago, has a load of upvotes, but we've heard nothing from you.

Almost all competitors have this simple function, yet it seems too hard for HubSpot.

Happy to keep taking our money, but not doing any useful product development, eh?

Latchy · ‎Aug 4, 2019

Pathetic that still nothing close to a decent decision. I'm paying for this and cannot easily record emails or get even basic bloody reports.... and I thought Salesforce was **bleep**...

mariehusoy · ‎Sep 5, 2019

We NEED a button in HubSpot add-in for Office365 that says "log this email" and allow us to pick the contact manually. Lack of this feature is HubSpots largest weakness - fixing this would solve SO many problems.

Now, if logging is turned on, we have no control where the e-mail goes if multiple recievers and it results in massive spam inside the CRM. If logging is off, BCC and forward is such a manual job and we still have no control of where the mail is saved. Would also give the opportunity to save e-mail correspondance with coworkers about a company/deal/ticket on the correct contact - not on my coworker, which happens if BCC/forward.

Lastly, the forwarding does not work if subject is not in english - which in our Norwegian company never is. This way Hubspot can not fulfill the purpose it was bought for.

Should not be hard to implement simple button saying "log this spesific email" and then picking the right contact.

Latchy · ‎Sep 22, 2019

and still we wait for what in most systems is a basic function...yawn..

Latchy · ‎Oct 1, 2019

All they need to do is look at how products such as Salesforce do this.

HubSpot is not as good as they made it out to be. Paid version of Zoho is looking like an option.

Flora · ‎Apr 30, 2020

Hi everyone,

I'm Flora, the Product Manager for HubSpot's Sales Extensions.

Thank you for all of the feedback- we are currently investigating the demand and feasibility of this idea. I will update this thread if we move forward with developing this feature.

Flora · ‎Apr 30, 2020

Hi everyone,

I'm Flora, the Product Manager for HubSpot's Sales Extensions.

Thank you for all of the feedback- we are currently investigating the demand and feasibility of this idea. I will update this thread if we move forward with developing this feature.

shobe348 · ‎May 29, 2020

The biggest issue experienced with Hubspot, please deliver asap to facilitate our daily activities!

Latchy · ‎May 31, 2020

So glad I'm paying for HubSpot - placing it "Under Review" 2 years after putting forward an "idea" most other CRM's have had in place for several years. Quite pathetic really.

aknorring · ‎Jul 22, 2020

When hubspot isn't properly connected to an inbox or you are sending an email from your phone and forget to include the hubspot BCC, there should be an easy way to log your email posthumously. Forwarding the sent email to the hubspot Forward email address does not work. I would suggest figuring out a way to make this forward fundtion work and/or creating a way to drag and drop the email sent right in to hubspot.

Thank you!

HubSpot Ideas

Add email to CRM record button