HubSpot Ideas

NSeter

Admin view of connected email inboxes

As a super admin I would be very benefical to see whom in the company/team that has successfully connected their outlook or gmail with Hubspot

Mises à jour HubSpot
November 16, 2023 09:23 AM

Hi @SCole7! We do send a notification to users directly when their email and calendar disconnect, but I understand that might not always be sufficient. I recommend upvoting this idea: https://community.hubspot.com/t5/HubSpot-Ideas/notifications-when-calendar-email-are-disconnected/idi-p/816942 We're exploring some solutions around this and I will keep that idea updated.

Statut mis à jour : Delivered
November 15, 2023 11:46 AM

I'm pleased to announce both of these updates are Live. If you're experiencing issues, please reach out to our Support team.

October 06, 2023 10:45 AM

Hi all! We have another addition here with the redesigned user record! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Under Preferences, there is a new "Connected accounts" section that will show exactly which accounts the user has connected and their current status.

hroberts_0-1696614277491.png

Statut mis à jour : In Beta
September 27, 2023 09:37 AM

Hi everyone! I'm very excited to announce the first version of this is in public beta today as part of the new users table! Admins can enroll their portals by visiting this link to the entry in Product Updates and clicking "Join beta". Email Status will show if a user has connected their email and it is enabled. I also wanted to mention Calendar Status and Calendar Sync which do the same thing for Meetings and the Calendar integration.

Screenshot 2023-09-27 at 8.36.01 AM.png

 

Screenshot 2023-09-27 at 8.31.40 AM.png

We have even more to come, so stay tuned!

Statut mis à jour : In Planning
May 12, 2023 12:58 PM

Thank you all for the feedback! I'm pleased to share we are planning to solve this problem later this year. I'll update this post when we have more news to share.

39 Commentaires
TFerreira
Membre

I agree. As a super admin you should be able to see what accounts are connected.

DReyes815
Membre

It would be great to see connected calendars as well!

Winqvist
Contributeur

This would be good + Connected calendars 

VCardy
Membre

This would be helpful for two reasons for our company and large sales team:

 

1) in advance of marketing email campaigns, we can make sure those disconnected are reconnected to get accurate "reply" data

2) if we see someone is disconnected, we can get them back online ASAP so they don't go days or weeks with no email tracking (most of the time, our sales team is on the go and don't know realize when they are disconnected)

The_Marketer
Membre

As a Hubspot admin, there is no way to know when a user's mailbox/calendar got disconnected from Hubspot which doesn't allow to take rapid action in reconnecting these tools. Leaving a user mailbox/calendar disconnected can have major implications on the performance of the email sequences as well as the Hubspot meetings reliability. An admin should be able to visuzalise the connection status of any user's mailbox/calendar as well as be notified when one of this tool got disconnected.

Jaycee_Lewis
Gestionnaire de communauté

Upvoting based on multiple customer requests

ksalmon
Participant

Agreed. Both email and calendars would be helpful. 

MSkuse
Contributeur

I need an admin level report of users who have active Gmail integrations and those that need to set theirs up or reconnect.

 

Several times now we come across emails that aren't logged because the user's integration needed to be reconnected or turned on.

 

I can't tell my management team who these people are without talking to each user - huge waste of everyone's time.

amandafann
Contributeur

Yes! This is critical for admins to have this visibility in order to address disconnected inboxes and calendars as quickly as possible. 

MSkuse
Contributeur

We are really struggling with this as well! Interested if you were ever able to find a workaround? 

ntauth
Membre

We need this feature implemented as well. We have no way to know if a users gmail is disconnected which messes up reporting.

ntauth
Membre

We are struggling with this as well, please implement some sort of report for this! As admins we should be able to see who is improperly configured so we can take corrective action. Users need to reset gmail/corporate passwords every 90 days and when this reset happens, it breaks the hubspot/gmail integration and users are not taking corrective action on their own and its impossible to see who is in a disconnected state. 

amandafann
Contributeur

With so many tools and workflows that can rely on the connected inbox/connected calendar, it is critical that the Hubspot Admin have visibility into who is and is not connected. Please add this! 

amandafann
Contributeur

Check out the same idea here that already has more upvotes >>  https://community.hubspot.com/t5/HubSpot-Ideas/View-connected-inboxes/idi-p/396377

MSkuse
Contributeur

@amandafann - thank you! Upvoted as well!

VCardy
Membre

This is critical for our team of nearly 100 salespeople. We are finding lately that unless an inbox is connected (and even with an active HubSpot extension in Outlook), emails sent to a contact that is connected to a company are not being copied over to the company profile. This is a recent discovery and has been causing several issues for us since many of our team members are reviewing the last activity dates on the company side, not the contact side. Even more concerning, this issue is also happening with deal profiles, meaning email communication is not getting copied over to active deals when it absolutely should be. If we were able to see connected inboxes as admins, we would check periodically and ensure that those disconnected are reconnected. This would ultimately solve the "missing" email activity issue we're now facing.

 

Additionally, having a connected inbox is critical for marketing data. We don't get reply data without connected inboxes.

 

HubSpot - please get this into beta testing!

Kristiina
Membre

This is a headache as sales reps dont notice when an inbox is suddenly deconnected. Need to be able to see this as admin.

JWallace0
Participant

The Super Admin needs visibility on this at all times, with the ability to enter or change this information for all users.  A new feature should be to include this as an option during the sign up phase.  The Super Admin can ensure the new hire is set during their onboarding upon logging in.  The same thinking should be allowed for calendar sync's.  

ButCanItGoViral
Participant

Good thing one can totally trust salespeople to do this on their own instead of Hubspot building this feature

MRop
Membre

Yes, this would be a very useful feature to be able to see as Super Admin which users connected / didn't connect their personal emails. I am currently implementing HubSpot in our company and I have to ask each employee (+20) if their email is properly connected which is not ideal.