Import Historical Emails

[sgrun]

Many people want to start using Hubspot with their entire company's email history associated with the correct Hubspot Contact/Company, and visible to all Hubspot Users.

For many companies, historical email history is the *single* most important record of the interaction you and your colleagues have had with your customers and prospects.

This is a vital and common feature to other CRM's, like Close, Pipedrive, Zoho, SalesforceIQ, FreshSales...the list goes on.

The current solution that Hubspot offers is NOT effective. We need the import of emails to be A) automatic, and B) historical (including before we started using Hubspot). Logging, bcc, shared inboxes, etc., do not cut the mustard.

There are third-party companies that offer this, such as Threads, & MigrateMyCRM, but we all want a native Hubspot solution. The fact that multiple companies have built this should be a blinking neon sign highlighting just how much this is needed.

You can see people requesting this at:

https://community.hubspot.com/t5/Gmail-Sales-Extension/How-to-import-history-emails-from-gmail/td-p/...

https://community.hubspot.com/t5/Outlook-Sales-Extension/New-to-Hubspot-Log-old-emails-into-CRM-via-...

https://community.hubspot.com/t5/Email-Marketing-Tool/Can-I-retrospectively-sync-pas-Outlook-Gmail-e...

So please, pretty please, with sugar on top. Build the *** Email Integration

[sgrun]

Hi everyone - Thanks so much for your comments and engagements on this thread. We take your feedback very seriously and have been tracking the popularity of this request. We don't currently have the bandwidth to tackle this work right now, so I'm updating the status of this idea to reflect that. Apologies that it's not better news, but I will be back here with an update if and when we are able to move forward with this!

[sgrun]

Once HubSpot Sales is installed with a connected personal email inbox, a user can enable the 'log' feature so when they send emails moving forward, those emails will automatically log inside a HubSpot contact.

But, what about past emails that were sent before the extension was installed?

Currently, the only way to 'log' previously sent emails is via the 'forward' feature and you must do that one-by-one on each individual email you want to forward.

My suggestion is to implement a bulk forward solution so users do not have to do this one-by-one. Thanks for the consideration! 

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

[sgrun]

Hi @sgrun,

I am the Product Manager for Marketing Email. Thank you for the submission and for all the upvotes. We are looking into this request and i will update the forum when I have more feedback for you. 

Best,

Shane

[MIchael2021]

Like most other people on here, it's an absolute dealbreaker if we cannot associate historic emails with individual customers.

We're looking to move from Pipedrive, who does this beautifully by the way. They make it look incredibly easy, so surely a CRM giant like HubSpot could implement this feature/facility in weeks, if not days.

As you are already able to connect with Office 365, wouldn't this be incredibly simple to achieve?

[Pegasus74]

Absolutely vital. Almost everything else is secondary to this feature. Please add it in 

[DVanAllen]

Third party companies that offer potential solutions include:

• Import2
• TruJay / MigrateMyCRM
• SigParser
• Threads -- does not import email attachments

Buyer beware. I haven't researched any of these. Reply to this thread if you have expeience with any of them.

[micweasy]

I could not agree more with the necessity and priority for this feature. It's imo, and it seems like many people share that opinion, a show-stopper to migrate from more basic (and cheaper) tools like Pipedrive over to HubSpot. 

Can you provide an update on the progress for implementing this feature?

[ARuffell]

Totally agree with everything said here.  At least there should be an option to highlights the email required in Outlook and they use the Hubspot Outlook Add-in to bring them into the relevant HS contact's email history or to drag and drop these emails from Outlook to Hubspot somehow so that they populate in the relevant contacts HS email history.  We all know that EMAIL remains is the heart of all official written communications with a client including attached PPTs, PDFs and other files to support the sales and contracting process...it is ok I suppose to forget Slack, SMS, WhatsApp, Teams, etc...but not to expect a client who is moving onto Hubspot as its core Sales CRM solution to exclude all historic emails (which means all of your WIP) including the essential attachments they carry!  Someone in HS is clearly not thinking about how the migration and business transformation process really needs to work!  Such a shame!!!  

[SVandeVelde]

Crucial feature

[EAldridge]

Absolutely agree. This was a surprise for us after deciding to move from Pipedrive to Hubspot. Our sales team has lost years of historical email with contacts and hours of productivity time going back and forth between two systems (not to mention the cost of maintaining 2 CRMs). We are looking for a way to use the API to bring historical emails and activities in, but again, this is an additional cost that was not scoped during our decision-making process to move to Hubspot in the first place. 

[JeroenRozenberg]

Agreed, We used to work with Zoho, and there with a IMAP connection, Zoho would show all e-mails sent and received on a contact in the e-mails sections. All e-mails of all users in Zoho would appear here. This would allow us to be able to understand all conversations that happened in the past with this curtomer, to understand where they are and how they are doing and if there are any issues that need to be resolved or have been resolved. Is there any such a feature in HubSpot today?

[JBigbee]

This is absolutely vital and it is INSANE that hubspot doesn't have this feature. We just did a domain name change and a months worth of emails didn't get logged. Now we have to either manually log the emails via copy and pasting 1by1 or we need to use the forwarding feature -- which will **bleep** up our CRM because the activity date for those emails is the day the email was forwarded, not the date the email was actually sent. 

[tasno]

Totally agree with the others. HubSpot should natively support (one-click) email logging for an existing inbox, i.e, messages sent/received prior to HubSpot sign-up. Ideally one can log an email and/or an email thread seemlessly.

In my previous job this was not issue using Salesforce (with LinkPoint360 and Salesforce native Outlook extension). Please implement it. Thanks.

[THebbur]

This is an extremely important feature. I am surprised, it's not there yet. 

[BSchäble]

Ich war heute tatsächlich sogar etwas entsetzt, als mir ihr Vertriebsmitarbeiter sagte, dass Hubspot zwar eine IMAP anbribung hat, jedoch das e Mail Postfach wohl gar nicht nutzt.  

der IMAP Zugang zu einem Postfach ermöglicht normal den Zugriff auf alle Mails in diesem Postfach, warum werden vergangene e mails dann nicht den bestehenden Kontalten zugeordnet, zumindest sofern dieser Kontakt im CRM gespeichert ist. 

Es ist doch essenziell, es ist dich der Grund, warum man ein CRM system nutzt, dass mann ALLE Daten zu einem Kunden an einem Ort hat. 

Warum ist da bei Hubspot nicht so, obwohl die Funktion mit IMEP sogar vorhanden ist.

[BSchäble]

ich habe noch bis zum 12.06. Zeit für die Entscheidung zu Hubspot zu wechseln. 

dass ich alle e mails zu einem Kunden auch beim Kunden habe ist ein MUST HAVE für mich. 

[PStadniuk]

Hi is there any plan to update this? I feel like it's such an important feature for any customers looking to move over from other CRM's to Hubspot. I have so much communication in Pipedrive that is incredibly important to my sales organization. To have to go in manually and update each contact is just not feasible with 500+ contacts.

[TCopeland6]

I just started using Hubspot. I use gmail which is connected to my Hubspot account. I would like to MASS "Log email to HubSpot" from all emails in Gmail to correcsponding leads/contacts in Hubspot. Is there a way to do this for all at once rather than one email at a time?

[ktnoble98]

Please make it a capaibility to upload past email history into HubSpot, especially when you're just getting started in the CRM.

[simwyss]

See the Hubspot Integration for Threads: https://threads.cloud/features/hubspot-users/
They enable import of historic emails plus sync of ongoing emails.

[DVanAllen]

If you decide to purchase a historic migration only with Threads, then once the migration is completed, they would delete your data and account from their servers. All emails will remain in your Hubspot, however attachments would not be available. 

[Jim_from_Charik]

Hey, I hope you know it now but of course YES WE CAN !!!

It is doable now to get all the previous emails and associate them to your contact, companies, deals, any objects.

I don't know why this is still in not planned ... since you can do it !