Tips, Tricks & Best Practices

daag
Membro

Connecting personal email to Hubspot inbox

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Hello,

 

Trying to connect my personal email to my Hubspot account inbox. The connection seems fine but somehow i dont seem to get the emails that I recieve in my personal inbox. Any help would be appreciated!

 

Personal email.png

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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Connecting personal email to Hubspot inbox

resolver

Hi @daag,

 

Connecting your inbox means that you're all set up to send emails from HubSpot and that you can now log emails or email replies. It does not mean that all incoming emails in your personal inbox automatically get stored in HubSpot. This is a common misunderstanding.

 

You can learn more about emails that are logged automatically here: https://knowledge.hubspot.com/connected-email/log-email-replies-in-the-crm

 

In other words, your inbox connection allows you to automatically track replies to your tracked emails. It does not pull all incoming emails into your CRM.

 

You can manually push emails into the CRM using the sales extensions or the BCC or forwarding address:

 

https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 

https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Connecting personal email to Hubspot inbox

resolver

Hi @daag,

 

There is a big update here, currently in beta – you might see it under Settings > Product updates. (If not, you'll have to be a bit more patient.)

 


Contact email logging rules

What is it?

Contact email logging rules let admins configure their portal to automatically capture all email communications between users and existing contacts in HubSpot.

 

Why does it matter?

The current default logging behavior only captures contact emails that are replies to already logged user emails, which can lead to important communications being missed in your CRM:

  • When a contact responds to a sequence but their email isn't logged
  • When you send emails from your mobile device without using the BCC address
  • When you forget to click Log in your email client

Previously, you needed to use the forwarding address or the the retroactive Log button, requiring extra manual steps to capture missing emails.

 

How does it work?

In Settings, navigate to Objects > Activities > Email Log & Track to find the new section for Contact email logging rules.

 

The default value is "Log replies to logged threads only", which will keep functionality as it has always been.

 

To get the new behavior, select "Log all emails to/from known contacts". This will log all emails between the personal connected emails of users who have Personal email access permissions and contacts who are not on the Never Log list.

 

karstenkoehler_1-1743741105909.png

 

 

If you choose the new logging behavior, be aware of these key differences:

  • All emails users send from outside of HubSpot (such as the email client, mobile apps) to existing contact records will log to the CRM.
  • All emails from existing contacts to users will log to the CRM.
  • Emails sent outside of HubSpot to recipients who are not contacts, will not log. You will need to continue using the Sales Extensions or add the BCC address.

Email attribution

Emails that are logged from contacts that are net new email threads will be attributed to HubSpot users accordingly:

  1. If the email only has one recipient, attribute to that user.
  2. If the email has multiple recipients, but only one is associated with a user, attribute to that user. An email address is associated with a user if they have it as a connected personal email address, it's their HubSpot user account email, or an alias.
  3. If the email has multiple recipients, and more than one associated with a user, attribute to the contact owner.

 

Who gets it?

This feature is available for all HubSpot hubs and tiers.

 

Learn More:

Join the discussion on our Community

Learn more on the Knowledge Base



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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karstenkoehler
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Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Connecting personal email to Hubspot inbox

resolver

Hi @daag,

 

Connecting your inbox means that you're all set up to send emails from HubSpot and that you can now log emails or email replies. It does not mean that all incoming emails in your personal inbox automatically get stored in HubSpot. This is a common misunderstanding.

 

You can learn more about emails that are logged automatically here: https://knowledge.hubspot.com/connected-email/log-email-replies-in-the-crm

 

In other words, your inbox connection allows you to automatically track replies to your tracked emails. It does not pull all incoming emails into your CRM.

 

You can manually push emails into the CRM using the sales extensions or the BCC or forwarding address:

 

https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 

https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales

 

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.

daag
Membro

Connecting personal email to Hubspot inbox

resolver

Hello Karsten,

Thank you for the information. The issue is that I earlier with another test account managed to link my inbox (personal email) to Hubspot inbox without any further configurations. Any suggestions on how I can set up the system so its connected with my personal email inbox?

 

/Daag

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Connecting personal email to Hubspot inbox

resolver

@daag you are probably referring to a conversations inbox: https://knowledge.hubspot.com/inbox/connect-channels-to-the-conversations-inbox#connect-a-team-email...

 

Thats an option but keep in mind that these are by design meant to shared among users and not private.

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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daag
Membro

Connecting personal email to Hubspot inbox

resolver

Dear Karsten,

Thank you for further information and direction on how to solve the issue. The mistake was on my behalf. Totally forgot to forward the emails in my personal email settings. 

 

Sincerly/Daag

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