Outlook Sales Extension

GarthMJ
Participant

Right click name within TO field and add to CRM.

SOLVE

I'm sure that I'm missing the most obvious settting but where do you enable the option to add a contact listed within the TO/CC/BCC line to Hubspot CRM? 

 

Yes, I know that it will randomly try to add contact in CRM on the right side, as I have blured out in the screenshot but surely, I can add a contact by right-click on the email addess and say add to CRM too.

 

HS - Add Contact.jpg 

0 Upvotes
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Right click name within TO field and add to CRM.

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Surely, I can add a contact by right-click on the email addess and say add to CRM too.?

 

Short A: No.

 

Longer A:

The HubSpot integration will automatically add all email addresses to the HubSpot CRM after you send the email AND if/when the 'Log' checkbox is selected.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

1 Reply 1
MFrankJohnson
Solution
Thought Leader

Right click name within TO field and add to CRM.

SOLVE

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Surely, I can add a contact by right-click on the email addess and say add to CRM too.?

 

Short A: No.

 

Longer A:

The HubSpot integration will automatically add all email addresses to the HubSpot CRM after you send the email AND if/when the 'Log' checkbox is selected.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com