Outlook <> Salesforce.
SOLVEI am having difficulties. Is the only way that I have the emails sent by the Outlook site created automatically on HubSpot by using the HubSpot Sales Outlook desktop add-in? Because I am new at that company, and the team informed me that before they sent emails by Outlook and it was automatically created on HubSpot without the HubSpot Sales Outlook desktop add-in, but something happened and they are not being automatically created on HubSpot.
Obs: All the personal outlook accounts are connected to HubSpot. Normally, the replies are automatically created, but if it was sent by Outlook, they are not being created on Hubspot.
1 Accepted solution
Outlook <> Salesforce.
SOLVEHi @MarcosBarcelos,
This personal email connection simply allows you to send emails from within HubSpot from your connected account.
If you want emails automatically logged from Outlook, you need this add-in: https://knowledge.hubspot.com/de/connected-email/get-started-with-the-outlook-desktop-add-in
Alternatively, you can log emails with the BCC address: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...
Best regards
| Karsten Köhler |
 | Did my post help answer your query? Help the community by marking it as a solution. |
Outlook <> Salesforce.
SOLVEHi @MarcosBarcelos,
This personal email connection simply allows you to send emails from within HubSpot from your connected account.
If you want emails automatically logged from Outlook, you need this add-in: https://knowledge.hubspot.com/de/connected-email/get-started-with-the-outlook-desktop-add-in
Alternatively, you can log emails with the BCC address: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...
Best regards
| Karsten Köhler |
| Did my post help answer your query? Help the community by marking it as a solution. |
