Connecting to your personal email inbox is one of the fastest ways to get started with HubSpot. By doing this, you will be able to log and track the emails that you send to the people and the companies you do business with. The steps below will guide you how to connect your Gmail inbox to HubSpot.
After that, you will be redirected back to your settings, and a dialog box will appear to inform you that your Gmail is integrated to HubSpot.
Switching back and forth between your CRM and inbox can cause friction and delay productivity. With the Gmail integration with HubSpot Sales Chrome extension, you can view CRM data from right inside your inbox. Get access to productivity tools like templates, sequences, and meetings, right from the compose window in Gmail. Plus, you can log emails sent through Gmail that is integrated in your HubSpot CRM, and you can track emails, so you get a notification anytime your email is opened. If you have Sales Hub Starter or Service Hub Starter or above, you can even see when a link in an email is clicked. Not only can HubSpot track emails that you send and receive, but you can also use it to insert trackable links and attach those to specific contact records inside HubSpot according to the contacts you had in Gmail.
To get started you are going to need to add the chrome extension inside of Gmail.
Let us talk about your email sending domain, connecting your email sending domain accomplishes two major things. One it gives HubSpot permission to send emails on your behalf and removes the sent via HubSpot text on the marketing emails you send. Two it serves as an extra layer of authenticity and therefore improves your email deliverability. Emails sent through a connected domain are less likely to be caught in spam filters and will arrive in the recipient's inbox with a verified signature from your domain.
This will bring you to the first screen of the domain connection wizard. On this page, enter one of the email addresses that you will be using to send marketing emails. Let us enter email@example.com As an example, click Next. Now you are ready to set up hosting. For this you first need to login to your DNS provider where you can add the required DNS records. I am using GoDaddy where my email domain is hosted now.
There you see a green status indicator in your domain manager. Now you can send marketing emails by using your domain.
Are you looking to get conversation setup in HubSpot CRM? Now you can send those mails from three separate places into one central box. HubSpot Conversation CRM is a great one because nobody wants to answer support requests or Facebook messages and things from other places all in different platforms. Thus, HubSpot makes it easy with the conversations to connect everything to one central inbox. You can use that with your team not to assign the tasks to someone or yourself but to keep a conversation going.So, lets dive in and look about how to setup and some of the intricacies involved in how that works:
Here we go to create a new inbox of several types of sales requests, support request or specific for a product or demo. Let us create an inbox for support requests.
Four channels will be there, when you click the Next.
Email might be support at abc.com. However, all the messages are going to be in the inbox and then you can assign who responds to them and when you respond it is going to come from that central email address and then you can choose to have it to say person that it come from the chat. Databeys takes it upon itself to examine every aspect of your website, giving you anything from an eye-catching design to top-notch content. Contact us right now, if you want to stand out among the global internet. To ensure that solutions are always perfectly calibrated, our teams operate in perfect harmony. Send us an email at any time (hellodatabeys.com) to say if we can help your project succeed or simply to say hello!