Automatically create contacts & log emails

[DChanana]

Is there any way to have Hubspot a) automatically log all (outgoing) emails for me and all users in our organization, and b) automatically create contact/company records from such (outgoing) emails?

My deployment scenario is as follows:

- Our org. uses Office 365

- I have connected my Inbox to Hubspot.

- I have also done a centralized deployment of the Hubspot for O365 add-in.

- I use Outlook 2013 (desktop). The add-in button shows up as expected. 

- In add-in settings, I have clicked/selected "Log Emails" and NOT clicked on "Track Emails".

- I have enabled Hubspot AI, as noted here.

However, emails are not logged automatically in Hubspot.

1. If I send any emails, I have to manually click the Hubspot add-in button. This adds the bcc email address to the outgoing email. However, if I just compose a new email OR reply to an existing email, the bcc field is not added unless I press the Hubspot add-in button.

- Is there no way to have the bcc field populated automatically or for Hubspot to pull outgoing emails from my mail server? I would ideally like all outgoing email from all employees in the company to log to the CRM.

2. Can I have Hubspot create contact/company records for emails already in our mailboxes?

[ThreadsHelp2018]

Hi @DChanana

We can also help you with your first problem an avoid the need to either manually click the add button or use the bcc functionality (which also won't work if you have unsolicited emails from clients that you later decide to add to HubSpot. You can check out our Hubspot integration on the App Marketplace here. 

[DChanana]

Hi Maria - thank you for the quick reply. 

I have tried to reset the plugin / connection, but it did not work (at least not unless I always click the plugin button in the compose window).

However, your suggestion for auto bcc is VERY helpful - thank you!

Taking this a little further, I can also do this as an administrator for all users per this post. This will achieve what I was looking for.

Thank you again for the help!

[Lucila-Andimol]

Glad to help 😊

[Lucila-Andimol · Accepted solution]

Hi @DChanana hope your doing well.

Your Office 365 connexion + plug in should work for the contact/company creation.

In a lot of 365 customers this connexion does not work on the 1st try

you can try to disconnect and connect again.

The 2nd option that your are implementing is correct, using your bcc adress to log you email.

I'll also recommend you to choose log and track, just to know is contact opens/reply for your emails.

I beleive that you can configure the automatic completion of bcc adress in outlook > I think this article/video 'd help you

Let us know how it goes!