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?

Actualizaciones de HubSpot
Estado actualizado a: 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!

Estado actualizado a: 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

Estado actualizado a: 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. 

 

Estado actualizado a: 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 Comentarios
ktclayton
Miembro

This is a major roadblock.

NvanderWesthu
Miembro

Until Hubspot can consistently stop logging itself out, then this is an absolute must. 

alxdean
Participante

So, nearly 5 years later and this simple feature, one which many, if not most, other CRM systems provide out of the box is not available. I don't want to forward an email I already sent. For that matter, I don't want to forward even an email that was sent to me. I simply want to press a button that then logs the email. Even better if I can log it against a deal! 

The last response from the hubspot product team was in 2020, over three years ago. What is the dev team doing back there?

MRITTENHOUSE
Miembro

Still trying to push this to the top of the pile. Is a basic feature of many other tools, so not a difficult development

VOlsson
Miembro

Would be really good if this was implemented 🙂

RHellmann
Miembro

This feature REALLY needs to be built. It's already something that is available in other CRMs.

CDLdecarb
Miembro

I am new to Hubspot this week and this was the feature I first looked to used. I am surprised there is no button to manually log an email. The feature should be added.

1Donovan
Miembro

You can forward the email to yourself and add it to the company/ contact log by searching and checking the box, and unchecking yourself.

AllyHuft
Participante

I see that this is in Beta for Gmail and Outlook 365 extensions... Any chance that the Exchange extension is going to feature this?  Seems like Exchange is always left in the dust 😞 

MZimo
Colaborador

Yay! This works! However, for some reason, when I was logging a sent email, I had to add the contact to the CRM first, then click out of the email, click back in, and then I was able to log it. In my inbox, I was able to just log the email and add the new contact at the same time.

 

Francesco
Miembro

I get the unlogged email from my sent folder and set it up to forward. 

I addresss the TO: address to ########@forward.hubspot.com, where ######## is my HubSpot account number. (I do this so often, I have an email contact with this email address called "FWD HubSpot" so all I usually need to do is type FWD and it comes up. 

 

I then add 4 lines of text to the body of my email at the very beginning.

From:
Date: 
To:
Subject: 

 

I adjust the date, time and subject to correspond to how I want it logged and it looks something like this.

From: Their@email.address
Date: Friday, July 28, 2023 at 10:52 AM
To: My@email.address
Subject: RE: Meeting - Tuesday, July 25th, 2023

 

I avoid having to type most of this text by using one of these two options:

  • Option A: If the email that I've sent without logging was a response to this person and my response has their original email in the body of my email, I just scroll down and copy it direct from email body and simply adjust the date and time; everything else is just pasted as is.
  • Option B: I find one of their most recent emails, hit FORWARD, copy the 4 fields I want and paste it into the top of the email I'm actually forwarding to ########@forward.hubspot.com. I then adjust the date and time, and if necessary, the subject.

Option B has the extra steps of switching from the email I'm actually forwarding, starting another forwarded email only to return to the email I'm not actually forwarding and delete it. I choose to do this over typing everything because I prefer copy/paste to avoid typos and accidentally, creating new contacts in HubSpot. 

 

If you want the email logged to multiple people, include the email addresses as you would have in your original email or add a CC: line after the FROM: line with the extra addresses. It may only be my HubSpot set up but in my experience BCC: email addresses don't get logged.

 

In the end, I get the email logged, with the contact(s) I want, with the subject I want, and in the date/time sequence I want. 

 

I find this works better than copying the email and using the "log email" function for three reasons:

  1. In the end, I have a logged email to which I can respond from within HubSpot
  2. I can log to multiple contacts at once, without opening each contact to paste a "log email" note.
  3. It includes all the  attachments that were part of my original email.

I'm not a developer or coder but I imagine HubSpot's talented people could update the HubSpot plug-ins to automate what I've just described and use readily available information in the non-logged email and my HubSpot account info. 

LButterfield
Participante

It's great that this Beta has been launched, but when will it become available for Outlook Desktop extension as at the moment we can't access this great new bit of functionality? 

MIPL
Participante

Great that this Beta has been launched. 

In principle, it works great for Office 365, except that attachments are not logged in HubSpot.

JTucker88
Miembro

This is a critical request in my opinion! 

Estado actualizado a: In Beta
hroberts
Equipo de producto de HubSpot

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

LButterfield
Participante

@hroberts do you know when this will become available for the Outlook desktop extension which is what we use?

MZimo
Colaborador
I use it on my outlook desktop extension. It is a public beta that the super admin has to sign up for.
JeppeNyrup
Participante

Thanks @hroberts (Hannah) for this update. It is a great step forward 🙂
Can you tell me. Does this work for emails sent prior to activating this beta or only emails sent AFTER the activation?
I have enrolled our portal in the beta now, but I do not see the option on emails I've sent in the past.

jdesbiens
Participante

This is great and very much needed. However, we really need it for the Outlook desktop version as well as most users use that and not the online version. I hope roll-out of that is in the pipeline??

SamHamilton
Miembro

This is a critical feature. In my opinion, custom objects are useless without it.