Outlook Sales Extension

wataam
Participant | Gold Partner
Participant | Gold Partner

Synchronizing HubSpot and Microsoft Exchange issues

Hi, we've connected our Exchange mailbox to HubSpot. First, via HubSpot's settings. Then, via the Microsoft Exchange desktop app by installing the HubSpot Sales extension. We thought we'd be able to see the history of e-mail exchanges in our contact and company files.


Unfortunately, this is not the case. How can we be sure?

Do we need to redo the operation by disconnecting/reconnecting the messaging system in HubSpot's settings?
Is it possible that once synchronization is complete, all e-mail exchanges will finally appear in HubSpot, or will they have to be done manually?

 

Thanks!

3 Replies 3
YLeBorgne
Contributor

Synchronizing HubSpot and Microsoft Exchange issues

Hello @wataam ,

Unfortunately, it is not possible to sync past emails to HubSpot. Does this answer your question?

Let me know,

Yohann
Markentive - Marketing & Sales Consultant

YLeBorgne
Contributor

Synchronizing HubSpot and Microsoft Exchange issues

Here is a thread that might give you more information:
https://community.hubspot.com/t5/Gmail-Sales-Extension/I-want-to-sync-my-old-emails-with-Hubspot/m-p...

It gives you the methodology to individually log your past emails.

wataam
Participant | Gold Partner
Participant | Gold Partner

Synchronizing HubSpot and Microsoft Exchange issues

Hi @YLeBorgne thanks for the reply. 

 

Amazing, I'm currently checking the thread that you shared, thanks!!

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