HubSpot Ideas

Latchy

Add email to CRM record button

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?

Mises à jour HubSpot
Statut mis à jour : Delivered
September 06, 2023 04:17 PM

Hi all,

This is now live! You can see details here. If you are still experiencing issues, please do reach out to the HubSpot Support team for troubleshooting assistance. I will make sure your feedback about the associations gets back to the team!

Statut mis à jour : In Beta
August 02, 2023 05:45 PM

Hi everyone,

Thank you all for taking the time to submit, vote and comment on this Idea. 

I'm happy to announce that this feature is now In Beta. Admins can opt their portals in by following the instructions here and searching for "Log Emails to the CRM Retroactively".

We’ll be sure to update you here and on our Product Updates blog as soon as this feature is Delivered.

Hannah

Statut mis à jour : Being Reviewed
April 30, 2020 02:33 PM

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. 

 

Statut mis à jour : Being Reviewed
April 30, 2020 02:33 PM

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. 

 

95 Commentaires
HowieD
Membre

Hi HubSpot

 

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!

mcraciun
HubSpot Employee

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. 

https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-log-emails-to-a-custom-object-record-when-...

EBradley1
Participant

HubSpot has (good feature) forward email to HubSpot

 

Ref: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address 

 

BUT why not have essentially the same functionality as a button to push within the HubSpot Sales app (for Outlook)?

 

e.g. "Store this email in HubSpot" could be a MUCH better UX. 

 

If contact known, the app would upload the email and associate.

 

If unknown, invite user to create a new Contact.

 

Awesome!

 

Branatee
Membre

This is really major! We definitely need this to help Custom Objects as useful as core ones. 

TDubrule
Participant

Really needed on our side also!

AKranich
Membre

Definitely Need this! It is almost now crucial to our workflow.

CBrinkhof21
Membre

NEED!

joseadiazc
Membre

Yes, this is very important!

AFD
Membre

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.

52665
Membre

@Latchy  I love the dedication to comming back to this thread. You haven't posted about it in a while, did you give up at this point? 

Manuz
Contributeur

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.

BrittanyBalog
Participant | Partenaire solutions Elite

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. 

Lofman
Membre | Partenaire solutions Platinum

This would be a great addition to the HubSpot Sales Extension. Extremely useful!

RFischl
Participant

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:

 

  1. 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.
  2. 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.
  3. The email log can't be linked to the Gmail thread unless the contact responds.
  4. 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. 

 

There is a community thread for the issue  "Log an email after it is sent"  that suggested the Manual Logging Section supplement BCC or FWD; however, the "accepted solution" does not address the issue (it only fixes FWD or BCC items). Can you add a third email address option to the Manual Logging Section to supplement BCC or FWD? This would allow us to add emails we have already sent to our contacts that weren't initially tracked. 

 

Please provide a timeline for when this feature is expected to become available. 

PJD4
Membre

+1

AWMackay
Membre

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

I note this was first raised in Mar 2021: https://community.hubspot.com/t5/HubSpot-Ideas/Log-an-email-after-it-has-been-sent/idi-p/415328

jasonhollis
Membre

+1 (million)

RBreen
HubSpot Employee

Much needed!

RBreen
HubSpot Employee

Much needed feature

JGPinto93
Participant

This is crucial to our work in Hubspot