Outlook Sales Extension

ALister
Miembro

Back dated Emails

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Hi Folks. 

I'm new to using HubSpot, and have the Outlook sales extension working. Its tracking new emails and creating people as contacts fine. 

Is it possible for the Extension to go through my sent items and add in customers I have previously Emailed at a time before having HubSpot or the extension?

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1 Soluciones aceptada
karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Back dated Emails

resolver

Hi @ALister,

 

This is currently not possible, unfortunately. You could however manually log important emails using the forward address: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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2 Respuestas 2
ALister
Miembro

Back dated Emails

resolver

Fantastic idea, thank you. Have a great day!

karstenkoehler
Solución
Miembro del salón de la fama | Partner
Miembro del salón de la fama | Partner

Back dated Emails

resolver

Hi @ALister,

 

This is currently not possible, unfortunately. You could however manually log important emails using the forward address: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address

 

Hope this helps!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.