HubSpot NEEDS to integrate / synchronize CONTACT NOTES with Microsoft Outlook and Google/Gmail contacts.
*** This should be a no-brainer, simple and out of the box feature in for a modern CRM in 2023.
> > > PLEASE UPVOTE THIS < < <
FYI, I am not using Google currently but, I assume the issue is the same and I say that because, Google uses one “catch-all” contact general notes section, just like Microsoft does for Outlook contacts.
My suggestion, then, would be for HubSpot to have one pinned note or one “catch-all” master note that would sync changes between Outlook or Google contacts.
With one single catch-all / master note section, there would be one single place to document important information about your prospects like, their hobbies, where they went to school, or even where you met them, like at a networking event. Having this information in one visible place that can be updated and viewed, on the fly, whether you are in Outlook or HubSpot, is critical in building relationships with prospects.
Moreover, looking at one master note is a whole lot easier than dumpster diving through past CRM notes and activities of past sales reps who logged dozens of “Left Voicemail” and sent dozens of Cold Emails that never got returned. There is nothing actionable from that data other than that the previous rep failed and got frustrated “dialing for dollars” and being micromanaged to log every single activity.
History
Hubspot Sales & Support originally informed me I could do this with the Outlook Contacts by HubSpot APP but, after installing that APP, I discovered it does not synch contact notes. It does work well for other contact data.
The HubSpot Website directs to inquire about custom mappings, like Notes, and then prompts you to install Operations Hub ® Starter in order to be able to sync Contact Notes to HubSpot. Likewise, calling HubSpot Sales & Support, they also directed me to Operations Hub so, I installed it only to discover that does not work, either.
The reason, because HubSpot does not have a standard mapping for NOTES with Microsoft Outlook (and Google, I assume). There is some contact field called Membership Notes but, from my research, that is a field that manages preferences for subscriptions for Marketing Emails, Blogs, etc. Moreover, it is not the standard notes in HubSpot.
No map for contact synchronization
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