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HannahSarsfield
投稿者

Syncing emails retrospectively into Hubspot

解決

Hi,

 

I was wodn ering whether there is a quick way to sync a bulk of emails retrospectively into Hubspot?

 

Thanks, 

 

Hannah 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing emails retrospectively into Hubspot

解決

Hi @HannahSarsfield,

 

I'm not aware of any out-of-the-box solution here, unfortunately. The usual way would be logging emails one by one with the forwarding email address: 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.

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7件の返信
ThreadsHelp2018
トップ投稿者

Syncing emails retrospectively into Hubspot

解決

Hi @HannahSarsfield 

Threads can automatically import all your historic email into Hubspot without the need to manually forward all your emails. You can find us on the Hubspot App Marketplace

Best

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HannahSarsfield
投稿者

Syncing emails retrospectively into Hubspot

解決

Hi Karsten, 

 

So at present, the only way to log past emails is to forward them manually to the Hubspot email address?

 

It cannot be done on mass?

 

Thanks,

 

Hannah 

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing emails retrospectively into Hubspot

解決

Hi @HannahSarsfield,

 

As far as I know, it's not possible out of the box. You would have to work with a developer and the HubSpot API to explore this.

 

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.

0 いいね!
HannahSarsfield
投稿者

Syncing emails retrospectively into Hubspot

解決

Thanks Karsten. Are Hubspot looking at the possibly to bulk sync past emails at all, as this would be a very useful feature. 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing emails retrospectively into Hubspot

解決

Hi @HannahSarsfield,

 

I'm not aware of any out-of-the-box solution here, unfortunately. The usual way would be logging emails one by one with the forwarding email address: 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.

HannahSarsfield
投稿者

Syncing emails retrospectively into Hubspot

解決

Hi Karsten, 

 

Is there a way to select multiple email chains at the same time and use this feature to upload them into Hubspot?

 

Thanks, 

 

Hannah

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karstenkoehler
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Syncing emails retrospectively into Hubspot

解決

Hi @HannahSarsfield,

 

That would depend on your email client, but in most email clients you have to forward an email one by one, unfortunately.

 

I'm not sure if HubSpot has any plans to change this, it might be possible via the API with the help of developer.

 

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.

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