Easily add Incoming Emails to a HubSpot CRM Contact
There are a number of ways to add incoming emails to a HubSpot CRM Contact. Unfortunately none of the available solutions is truly automated (you cannot simply forward all incoming emails).
Let’s have a look at the options:
Filing Options
1. [hubspotID] @ forward.hubspot.com
- Must be forwarded from within your email client
- Looks for you as the sender
- Looks for your contact within the forwarded messages
If the emails do not show up in HubSpot, make sure the forwarded message contains a similar snippet:
---------- Forwarded message ----------
From: FROMNAME <from@example.com>
Date: Wed, Feb 25, 2015 at 2:45 PM
Subject: Easily add Incoming Emails to a HubSpot CRM Contact
To: TONAME <to@example.com>
Cc: CCNAME <cc@example>
This snippet is missing if you have your email server / Gmail simply forward the email to HubSpot.
2. [hubspotID] @ bcc.hubspot.com
- Only works as BCC address
- Looks for you as the sender
- Looks for your contact as the recipient
3. Sidekick by HubSpot
Sidekick comes with a number of plugins that allow you to log emails from within the following clients:
- Gmail / Google Apps
- Microsoft Outlook
- Mac OS X Mail.app
4. General [has not been implemented]
- Automatically forward some / all incoming email
- Looks for you as the recipient
- Looks for your contact as the sender
Once HubSpot implements a general forwarding email address, we will be able to automatically file all incoming emails.
Set-Up forwarding in Google Apps
Note: Until HubSpot implements Option 4, we cannot take advantage of this feature.
Tip for Google Apps users: Since you cannot actually verify the HubSpot address, you need to add the email address trough the Google Admin console.
- Open your Google Admin Console
- Navigate to Users > USERNAME > Account > Email Routing
- ‘Add another destination’
- Enter the desired email as ‘Destination’
- Leave ‘Change SMTP envelope’ checked
- Save Changes
Gmail / Google Apps Email Sync
HubSpot is apparently also working on another treat for us:
[…] the ability to connect directly to your gmail inbox to pull messages and replies for the timeline.
We will update this article periodically.
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Easily add Incoming Emails to a HubSpot CRM Contact