HubSpot Ideas

Sarah_Orchard

log an email activity manually to a contact from Outlook 365 or Gmail Sales Add on

Use case:  The company works with customers and vendors/wholesalers on the customer's behalf. Currently, the Sales add-on allows them to log email to HubSpot using the to recipient for BCC address or from the recipient for the forwarding address. With either of these options logging a related email to a specific contact record whose email is not part of the email thread requires going into HubSpot and manually logging the email. Ideally being able to log a specific email from a vendor to a contact's record would allow them to easily review specific conversations by contact instead of search through all email logged to the vendor's record.

 

Current steps to manually log an email.

Login into HubSpot > go to Contacts > search for contact and open contact record > click the log function > select activity type to log > copy and paste in email body, time and date stamp > set other associations > save

Theoretically from Sales Add-on

open email in Gmail or Outlook Client > activate or select Sales Add-on widget > select log email > select records to log to > email body and time stamps automatically captured and logged

2 Replies
SupportSystony
Member | Diamond Partner

Email between colleagues about a customer/contact are also emails you have to save through the copy and paste routine. And the forwardioption is not needed anymore!

tasno
Member

Please implement (one-click) email logging in the HubSpot Sales Outlook (/Gmail) add-on. Other tools such as Salesforce support this out of the box. Thanks.