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Automatically log incoming/unsolicited emails from existing Contacts
Apparently the only way to log inbound emails initiated by a Contact (i.e. emails that aren't a reply to a logged outbound email) is to forward the email to hubspotID@forward.hubspot.com. This is using Gmail integration.
Can you not tell when an inbound email is from an email address matching a Contact? And if so, can't you just log the email against the Contact? Our old CRM did this automatically. Using the Forwarding address is clunky and easy to forget to do.
This confused me as Hubspot Support said "...unless the contact is replying to an email that you sent them (that was logged) it will not be logged unless you use the forwarding address". She also said this by design otherwise EVERY email I get would end up in the database as a new contact. (Just as the other poster complained.) I don't see whay that has to be the case.
I woud like to automatically log all inbound emails of existing contacts. And for emails from someone not in the database, I'd like a prompt to add them as a Contact. Ideally I'd like to setup in advance how to deal with emails from unknown senders.
There are dozens of people asking for this or something like it, dating back years. Does anybody here know why it hasn't been implemented? Forwarding is very counter-intuitive for new users and very easy to forget even for experienced users.
Completely agree here. All previous CRMs auto added any reply (or sent email) to existing contacts within the CRM.
Even with the gmail extension/plugin, your only option is to automatically add all emails by creating records for contacts that don't exist. On a pay per contact model, this get's expensive quickly for contacts that aren't always oppotunities.
A customer recently came to me wanting to be able to have both incoming and outgoing mail log to hubspot. This would be ideal, and exist already using close.io. In addition, replies to meeting invites, and replies from aliases also do not log to the proper record in hubspot.
Is this still not resolved? Every major CRM provider uses a checkbox system to link emails to CRM. Incoming email? Just click a button to log it to the corresponding Contact in your CRM. Outgoing email? Just check the box next to each Contact, Company, and Deal that you want the email connected to in CRM.
I'm told that the Outlook/Gmail Add-In updates might help to alleviate some of this, but I'm not holding my breath since I haven't heard any ETA on the Outlook version in a very long time.
In general, Hubspot is lightyears behind its competition regarding functionality between email and CRM. Please update!
This. When I create a contact I've been conversing with for a while through my G-Suite email, it would be great to automatically log all those prior emails.
This also applies to situations where a third-party integration creates a Hubspot contact after an email conversation has already started.
Using forwarding creates extra hassle with deleting my signature, forwarding headers, and the "Fwd:" from the subject line. It also incorrectly logs incoming emails as outbound.
I am also in complete agreement. I actually detailed the issue in a note prior to finding this "Idea" and my expecations were exactly as @adolusncd specified above:
"I woud like to automatically log all inbound emails of existing contacts. And for emails from someone not in the database, I'd like a prompt to add them as a Contact. Ideally I'd like to setup in advance how to deal with emails from unknown senders."
The only thing I would add is that all existing emails be added retroactively for an email that is added as a contact.
We're currently working on implementing Hubspot, and I could not believe that Hubspot does not have the function to log initial incoming emails. This is a fundamental feature. We switched from an old and clunky CRM, and even it had this feature. Hubspot, please prioritise this on your development list!!
Hard to believe this is STILL an issue, as is the Outlook plugin's inability to track email clicks and opens. These two items cause wasted time and unnecessary workarounds, which is especially frustrating when every other CRM has this solved.
100% in agreement with this. I'm shocked that this isn't something that HubSpot supports. Part of the appeal of HubSpot is that it should allow our sales team to spend all their time in one place (HubSpot) rather than having to use multiple different tools. But not having this means that our team still has to spend a fair bit of time in their own inbox, and then manually link their replies to contacts using the bcc, which is incredibly easy to forget.
Agreed. Especially for all my team, they often don't remember to forward inbound emails to HS - it's just a pain and extra work to do. HS should really just see every email that comes in and automatically add to HS if it's an existing contact - 99.9999% of the time this is exactly the behaviour that you want.
This idea is discussed at some length in this community post but it looks like there has yet to be an idea post created for it so here it is!
Currently, HubSpot is set up to create contacts and log emails that are replies to emails from contacts that are already in the CRM. The main reasoning behind this is to protect the CRM from being filled with spam contacts.
That being said, it would be very helpful to allow for a setting or a way to automatically create new contacts from new incoming emails that are not already contacts in HubSpot if it would be possible to do so!
I agree with this as well! I wonder why HubSpot still has not figured out a solution for this and I hope they take some action soon.
If we can't get them to automatically log, then the minimum should be to have an easy button or checkbox we can click in the HubSpot email extension to log an email.
I would like to suggest a feature for HubSpot that automatically logs all incoming emails from registered clients to my email, even if they're not in direct reply to an email I've already sent. This would be really helpful in streamlining my communication and ensuring that all relevant correspondence is properly tracked and recorded within the platform.
Talking to support about this last week and was told it was due to international laws about privacy. Germany & Ireland were mentioned specifically. Even if that's the case, it should be a region available feature. The Inbox Channel for shared email is phenomenally better than Outlook and I'm sure most of us would like to work within 1 system.
Hubspot "focuses" on automation. Having to forward emails is not automated. For a new startup who doesn't have a customer base, this current way likely works fine, since all customers are newly connected from logged emails. The problem is it doesn't seem focused on Maintaining Relationships with existing customers for businesses who have been around or for reps who have existing clients.
You can physically use the "shared" inbox system as a personal email. It works, I did it when testing Hubspot. The big problem is you lose access to all of the Sales Professional tools doing this. It's very unfortunate as I'd like access to them while also making my growing teams ability to maintain relationships as easy as possible using 1 platform with the great tools Hubspot has.
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