New to Hubspot, Log old emails into CRM via Outlook

Dissonant
Member

I'm testing out hubspot and trying to see if this is going to be a good fit for my company.  Is there any kind of automated way to log my previous emails to/from a client from Outlook?  I've already installed the outlook plugin and emails that I currently send/receive are logging just fine.  I just can't see any easy way to "import" previous email communication for leads.  

10 Replies 10
edjusten
HubSpot Employee

Hi @Dissonant  At this time it is not possible to log messages created prior to using HubSpot.  You can only log messages moving forward. 

 

Pinging a few of our partners for furtherinsight: @Leslie_Vanco  @Phil_Vallender @MFrankJohnson 

Any ideas on how to handle contact conversations prior to HubSpot implementation? 

 

Thank you

Ed Justen


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MFrankJohnson
Thought Leader

 

Gotta ask ... about how many clients / emails are we talking here?

(yes. it makes a difference)

 

Typically, the cost-efficient solution is to allow a 'transition period' / 'migration period' (3-6 months) whereby 'old' client communications are allowed to decay while new (tracked) client communications take a position of prominence in HubSpot.

 

 

 

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www.MFrankJohnson.com

 

Please include @MFrankJohnson if you'd like me to respond.

 

Note: The date of each post here is increasingly important as HubSpot evolves to be the #1 CRM platform of choice world-wide.

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Hope that helps.

 

Be well,
Frank


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0 Upvotes
roisinkirby
HubSpot Product Team

@edjusten could @Dissonant forward email replies to the CRM?

edjusten
HubSpot Employee

Hi @Dissonant  As @roisinkirby pointed out, you can send previous emails using your CRM forwarding address, but you will need to do this individually, there is no way to import previous interactions en masse. 

 

Thanks for your input @MFrankJohnson!

 

Thank you,

Ed Justen


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YuliaSimashko
Contributor

Hi there, @Dissonant !

If you are looking for an opportunity to import previous email communications for leads, you can check out Data2CRM migration tool - their techs can do the import for you.

Hope it helps you!

nottootoo
Participant

I also find this to be a stumbling block in my sales process. The long migration idea and letting old leads fall off is more difficult when you are selling custom homes on preferred lot. The sales process is much longer, it's not unusual to work with someone for 2 years before they get to contract. 

0 Upvotes
ThreadsHelp2018
Top Contributor

Hi

 

We might be able to help with your problem. We have an integration with Hubspot called Threads that automatically syncs your historic and future emails from your email client and logs them in your HubSpot instance. It captures both emails sent by you and also emails sent to you from your contacts. If this is of interest feel free to drop me a line at threads@jpy.com 

0 Upvotes
MikeMagan
Member

We've had Hubspot for about 4 months and we love it. 

 

We have ahd a lot of turnover of sales reps and some were successful and left after a year or two and some maybe after a few months. My boss wants to know if we can import all of those past email communications maybe a year or two or three old - en masse - so all those former interactions can be logged and linked up to existing emails or the creation of new contacts.

IS IT POSSIBLE??!!

0 Upvotes
sgrun
Participant

I have just created a Hubspot Idea for this. So, to encourage Hubspot to work on this much needed feature, please upvote it here:

 

https://community.hubspot.com/t5/HubSpot-Ideas/Auto-Import-All-Historical-Email-Including-Emails-wri...

LeslieBarry
Member
This is the best solution I found for Gmail to Hubspot forwarding of old emails. Affordable and does the job for my once-off migration: google 'multi-email-forward dot com' I'm a customer, no relation to the company and have used CloudHQ service before and they just work. And you can always cancel after the first month once you've done the initial run.