Hi! I am trying to create a workflow where the trigger is when we one of our sales team sends them an email (tracked via the Gmail Sales Integration) we set their contact status to Approached etc. However after some research I got told that the read more
Hi , I have 2 questions about the Gmail extension for sales using: 1. are you logging inside Gmail the contacts you want to create? (by "Log" bottom) or you are auto-created because it marks V as default? If you doing it manually, how do you ensur read more
@IZabarsky
You can manage your personal list the steps are mentioned in this article: https://knowledge.hubspot.com/connected-email/add-ema...read more
Hi folks, One main this I use HubSpot for is keeping track of email attachments with clients, associated with specific Deals and sometimes Companies or Contacts. Using the HubSpot Gmail extension, I would like to move attachments from emai read more
I actually don't want every attachment to log, just specific ones that I select. Ideally, I would be able to move a specific attachment to a specifi...read more
Hi there! I am new to HubSpot. The main feature I want to use is organizing information from our Gmail by contact. I want every email to or from each contact to be logged in their contact card on HubSpot. We have downloaded the extension, read more
Hi @HRolnick ,
Generally, emails sent through the CRM or the Google Sales Extension should log in the CRM. Can you review these troubleshootin...read more
Hi there, Just this morning, I realized that a new button has been added to my inbox. It seems that new contacts (from incoming emails) from today onwards are not being added automatically to my CRM. For contacts who are in the CRM, the button s read more
Hi @LaraC ,
This can be achieved with a simple contact-based workflow , but requires a Professional or Enterprise subscription. This is what ...read more
Hi, we noticed a strange behaviour. One of our sales reps sends an email to a given contact (that is in our hubspot crm contacts lists), using Chrome and extension. At that moment everything is ok and two items show up in Log list (contact and com read more
Anyone has clues? There was a similar topic here but no resolution other than that Hubspot Staff are looking into that problem; https://comm...read more
Gmail is my email provider connected to Hubspot. Is there a way to check if a single contact or multiple contacts are already existing contacts in my CRM database before sending the emails out?
Hi I have a problem with New Incoming emails (new thread) from contacts that are already in Hub, that don't get logged into Hubspot. I reviewd the configurations and everything looks ok, please help!
Hi @KonradF ,
In order to log email replies from the contacts, there are certain criteria. Could you please read through this knowledge base ...read more
I decided to abandon Outlook and move our company to G-Suite business email. My question is, can HubSpot be configured to open Gmail vs Outlook? Every time I clicked on the arrow next to the prospects email address Outlook opens, not Gmail. Does read more
Hi @gdlybbert ,
The email client that opens up when you click an email link is actually based on your computer's default mail client settings ...read more
I looked everywhere but couldn't find what I needed- is there a way to customize the fields that show whenever you add a new contact from the gmail extension? There's a field for 'phone number,' but not 'mobile number,' and we want to avoid needing read more
Hi @colesampson ,
At this time it is not possible to customize the contact fields that appear when adding a contact to HubSpot directly from G...read more