Tips, Tricks & Best Practices

daag
メンバー

Connecting personal email to Hubspot inbox

解決

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

Connecting personal email to Hubspot inbox

解決

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.

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4件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Connecting personal email to Hubspot inbox

解決

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
メンバー

Connecting personal email to Hubspot inbox

解決

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

Connecting personal email to Hubspot inbox

解決

@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.

0 いいね!
daag
メンバー

Connecting personal email to Hubspot inbox

解決

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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