Hello! Any Hubspot and Outlook users here? Would love to get some thoughts on a few things here -
Problem #1 - my hubspot is failing to create new contacts whenever me or my colleagues interacts with a new person that does not exist in our CRM (this may be a referral, an existing client or prospect bringing in a new colleague on an email thread, etc.).
(my team and myself all have our Outlook inboxes connected to hubspot under Settings > General > Email). Under Settings > General > Email > email logging settings (account level email management) - I'm not seeing an option to "Automatically create and associate contacts for logged / unknown email contacts" (see photos below) - where can I find and enable this? I've used hubspot with gmail previously and did not face these issues until now. Currently this means that we are having to manually create new contacts and map relevant activities against them which is eating into our time when are already stretched thin. P.S. we are on Hubspot Sales Hub Pro and I have Super Admin permissions 2. Problem #2 - HubSpot Sales add-in for Outlook - this plug-in for Outlook keeps either logging people out every other minute, or in my case has yet to allow me to log in to Hubspot even though I am already logged in to hubspot in other tabs. I've used the same hubspot plug-in for gmail previously and never once had an issue. Anyone else facing this issue? How did you solve for this? 3. Problem #3 - my current company moved to Hubspot as their CRM around a year ago (prior to me joining the company) - this is our first time having a CRM, previously everything was being run directly out of Outlook and makeshift excel lists / CRMs. It was recently brought to my attention internally that we have thousands of customer / investor emails and contacts that are still living in the inboxes of the founders and other early team members. Has anyone ever moved to Hubspot directly from not having a CRM? We need to make sure that we have all contacts, company names and details, and emails from these Outlook inboxes synced with HubSpot and mapped correctly against associated contacts and companies. Without this historical context newer team members are always dependent on the founders for context about the relationships and past activities with these missing contacts / companies. Import2 | 1-Click Data Migration is a tool that popped up on my radar as a tool that might be useful for this challenge. Has anyone here used this before?
Hey everyone! 👋 Fairly new here so a quick intro - I'm Ashwin, I currently handle sales and commercial operations at an early stage European startup at the intersection of real estate and climate tech. 🏢🌏 📍Based in India 💼 In previous roles I have managed outbound sales (EMEA, APAC) at another AI & Computer Vision startup that worked with sports, fitness, and healthcare companies, as well as handled marketing campaigns for gaming brands (so I am quite used to wearing multiple hats!) 👥 Joined the community here to meet folks from similar commercial and GTM backgrounds, and also pick a few brains for some GTM and ops related workflows 🙂 Would love to connect on linkedin with like-minded folks - Ashwin Lonkar | LinkedIn 🙂 Outside work - I'm normally found around pets, doing CrossFit, catching a tennis match, travelling, and trying to stay in touch with my French and German language skills 🤷♂️
