Great minds think alike

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.   There is an existing idea that complains the outlook sidekick plugin WAS automatically adding Contacts (https://community.hubspot.com/t5/HubSpot-Ideas/Only-log-emails-to-EXISTING-CRM-contacts/idi-p/188027) but it was adding everyone and they wanted it to stop.    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. ...read more

Hi, it would be great to specify the privacy setting for emails or contacts that will be logged in the CRM. As some conversations & emails have to be confidential, it would be great to have a setting that tells Hubspot which emails to log and which not to log. For that, a "blacklist" of sorts could be a solution where all the companies & contacts are listed from which conversations should not be logged. Another way to do this would be to define a short code which can be added to the email in order to make it private, and thus not logged. I would greatly appreciate it if you could implement a similar feature. Thank you! 🙂 All the best, Sebastian   ...read more

Ok, HubSpot! You've done it for your Gmail users - and your Outlook users would greatly appreciate some love.  Please create the ability when sending an email via an Outlook connected Sales inbox to CHOOSE which Deals the email gets associated to. Today the behavior is: that HubSpot automatically associates to the related company and the 5 most recent Open Deal records. This is leaving many companies having to manually disassociate the incorrect email activity from Deal records they have nothing to do with. Just check out the many threads and RECENT 2020 posts on those threads and HubSpot continues to provide no update!    Applications: Multiple Deals with the Same Company where certain Contacts are involved on 1 Deal, but not others, Any Company with Partner relationships  ...read more

Today, for sales emails, there is no way to separate the open metrics for the contact from the opens of those CC'd on the email. All opens on an email will be attributed to the contact(s) the email was sent to. The only way to ensure the opens are from the recipient only is to send the email directly to the recipient without CCing anyone. It would be GREAT to be able to have a different tracking pixel uniquely put in each recipient -- so that you'd know how many opens each recipient made (of course, if a recipient forwarded an email to others, those opens could not be separated out and would be attributed to that recipient). I'm not sure if using a third-party email system (such as GMAIL) prevents this from being implemented or not. Apps like Superhuman are able to differentiate opens by email recipient. This would be HUGELY useful. Thank you. ...read more

I would a feature that shows all scheduled Sales emails in list form.  This way, it is easy to verify emails that were scheduled, etc.  As part of that, to be able to see scheduled emails that have been sent already would be helpful. ...read more

We just switched over to Office 365 and the Sales Tools Add-In does not allow for settings as did the Sidekick Add-In. So, if we want to 'awlays' log/track e-mails, I cannot do so with Sales Tools. The tool also does not auto open when you write an e-mail as Sidekick does.   Test Case: 1. Type in an e-mail address in the "To:" field   What's happening? 1. Sales Tools does not open up the contact window on the right hand side within the e-mail 2. You cannot control settings to 'always' leave log/track on   What's supposed to happen? 1. Window pop-up appears as soon as a user is entered into the To: field 2. You are able to set settings to control whether you want log/track on always or not   This is affecting our Sales and Marketing Team and since we are now on Office 365, we need to use this tool. If we use Sidekick, for whatever reason our Cloud version of Outlook glitches each time we use it. We have no fix for this issue now. Please fix ASAP.   Thanks! ...read more

In our industry, when a deal closes, then 3+ months of custom manufacturing begins, with lots of email traffic around the build and shipment of a piece of industrial equipment.   Our sales and accounting teams need the emails related to a deal to be logged to the deal. However, after the deal is closed, the Sales Email Extension no longer associates the email to the deal automatically. Having to associate the flurry of emails manually is VERY cumbersome and just doesn't happen.   We need an option to continue to associate emails with a contact's deals even after the deal is closed.   Ideally there should be an option in the Sales Email Extension that lets the user select which deal(s) that the email will be associated with in Hubspot.   Alternatively there could be an checkbox in the Deal to toggle on/off the auto-association of email activity with associated contacts to that deal.   This feature would be a great timesaver and increase in efficiency. It is something that our team once had with Cirrus Insight and Salesforce, and misses.   Thank you for your attention to this need. ...read more

It would be great to be able to minimise or hide the sidebar in Outlook for Desktop on an ad-hoc basis. Currently, the only way to hide it is to also disable GDPR settings centrally. This would be especially helpful as many users on dual-screen set ups experience very wide sidebars that take up a lot of screen real estate. Thank you ...read more

It would be great to have more or precise formatting options in the Sales Email Templates. Problems I'm facing up are: a standard font "Arial", which isn't available in the dropdown for the fonts yet the indent text button is missing to write on the same height as list items of a bulleted list More formatting options could be made available through adapting/optimizing the editor or through a option to change the editor to HTML-code (and adapt the styling in CSS). Thanks for consideration of this idea!   ...read more