Outlook Sales Extension

KfromVibrant
メンバー

How to have hubspot outlook 365 extension for mac auto log incoming emails?

解決

Hello!

Is there a setting so I can have the hubspot outlook extention 365 for mac auto log incoming emails? It only does it when I send an email outbound. 

 

Thank you!

0 いいね!
1件の承認済みベストアンサー
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to have hubspot outlook 365 extension for mac auto log incoming emails?

解決

Hi @KfromVibrant,

 

That's expected behavior, you can find the requirements for emails to log here: https://knowledge.hubspot.com/email/log-email-replies-in-the-crm#requirements-for-a-reply-to-log

 

Theoretically, you could create a rule in Outlook for all emails to be forwarded to your forwarding address, although I'd expect that this will create duplicate logged emails in HubSpot: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address

 

Best regards!

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.

元の投稿で解決策を見る

1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

How to have hubspot outlook 365 extension for mac auto log incoming emails?

解決

Hi @KfromVibrant,

 

That's expected behavior, you can find the requirements for emails to log here: https://knowledge.hubspot.com/email/log-email-replies-in-the-crm#requirements-for-a-reply-to-log

 

Theoretically, you could create a rule in Outlook for all emails to be forwarded to your forwarding address, although I'd expect that this will create duplicate logged emails in HubSpot: https://knowledge.hubspot.com/settings/log-email-in-your-crm-with-the-bcc-or-forwarding-address

 

Best regards!

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.