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?

HubSpotからのアップデート
ステータスに更新: 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!

ステータスに更新: 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

ステータスに更新: 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. 

 

ステータスに更新: 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. 

 

94件のコメント
TWallen
投稿者

@JeppeNyrup We are currently testing this feature. It allows you to log emails that were sent prior to activating the beta. 

JeppeNyrup
参加者

@TWallen - sounds nice. I can't get the beta to work, though. I enrolled our portal in the beta last week, but I don't see the option to log emails from my Gmail account. Happy to jump on a call if you want to dive into possible connection errors of this - otherwise I will just wait until it is released so HS Support can help investigate what the issue is...

ABeian
参加者

This is a great new feature for activity logging, it works as intended with Gmail.

However, it seems that it takes away the ability to quickly open the objects associated with the email (contact/company/deal)!

Before (if the email was already logged) you could open the associated objects. Today that section is replaced by the "Log email to HubSpot" button; which unforunately does not list the objects as hyperlinks. To get to them you need to add in a few extra click and go via the extension sidebar on the right.

It would be great if the objects listed in the "Log email" would be a hyperlink to their HubSpot page @hroberts

FRiordan
メンバー

I completely Agree with the above. Make it happen Hubspot 

FinnJohannsen
参加者

When logging incoming mails, the associated deals are not displayed. had a contact associated with a deal but the deal didn´t show up. 

In addition, there should be a scaling of the field, because if I make the addin larger, then the test of the object selecrion should also be larger (Outlook Client).

EventBank
メンバー

This is a no-brainer, really hard to understand why this wouldn't be available by default. Disappointed.

BDuff
参加者

FYI HubSpot has a beta with this feature called "[Public Beta] Log Emails to Custom Objects from Gmail & O365". Just signed up and it works. Good luck!

Branatee
メンバー

I don't see that public beta in the list!

BDuff
参加者

Check with your HubSpot rep. Maybe they need to do something special to give you access.

ステータスに更新: Delivered
hroberts
HubSpot製品開発チーム

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!

Etynmarx
参加者 | Platinum Partner

@hroberts is there any timeline on when this will be available for Outlook desktop users? Most of our clients are using this and its disappointing that this isn't available yet for them. Thanks!

jdesbiens
参加者

.

ステータスに更新: Delivered
sjudson
HubSpot製品開発チーム

Hey HubSpot Community,

 

The ability to log emails to HubSpot custom objects from within Gmail and web-based Office 365 is now live to all. 

 

Now, customers with the Gmail or O365 Chrome extension can choose to log emails to their custom objects directly from within Gmail and web-based Office 365. Custom objects will now be listed below HubSpot's standard objects in the association picker inside of Gmail and O365.

 

Screenshot 2023-09-27 at 8.32.52 AM.png

 

Please note that this functionality is only available to Gmail users via the HubSpot Chrome extension or to Outlook users via the web-based O365 add-in. This is not supported for customers using HubSpot VSTO add-in for Outlook Desktop.

 

Thank you,

Scott

 

 

FRiordan
メンバー

Hi there, 

 

I love the fact that we are now able to log emails to specific custom objects! An added functionality of the Chrome extension would be to view any assoicated Custom Objects Via the hubspot summary on the right hand side of the inbox. 

Screenshot 2023-10-20 at 13.32.55.png