HubSpot is a customer relationship management application that helps organize and track your leads and customers. This extension brings HubSpot CRM together with the functionality of Zoho Mail. Convert your email contacts into leads with eWidget. Access and manage your HubSpot CRM info in Zoho Mail. View and manage the contact information inside your mailbox, and associate notes, tasks, and events to contacts.
Key Features:
Add contacts or companies contextually, using information from emails and view CRM information for your email sender
Schedule events and view your events list from within Zoho Mai
Create tasks and set deadlines and add new notes associated with a contact
Create new deals with your contacts right from your inbox
Appreciated, if you could drop an email to support(at)zohomail(dot)com about the exact issue whether the application is not completely loading or if the problem occurs when you click the Save button, alongside some explanatory video or screenshots reproducing the issue for further analysis and assistance.
It's ok but I wanted the extension to quickly log emails and create contacts and companies. However, it doesn't always allow me to log emails or create companies for my contact. It therefore isn't really useful to me.
Hi, If you send hubspot bcc address as specified in the help link https://www.zoho.com/mail/help/hubspot-extension.html#bcc, the new emails you are sending will be logged to the contact. And currently you can create a Company using the details from an email, but creating a Company for a contact is not supported, we will add this feature in the roadmap. If you still having any requirements or issues, please drop an email to support(at)zohomail(dot)com with detailed information and explanatory screenshots for further detailed analysis and assistance.
Hi Corrie, please check if you tried adding hubspot bcc address while sending an email to log the email into contact's record in Hubspot. https://www.zoho.com/mail/help/hubspot-extension.html#bcc If you still having any requirements or issues, please drop an email to support(at)zohomail(dot)com with detailed information and explanatory screenshots for further detailed analysis and assistance.
Sorry for any inconvenience that you are facing! Appreciated, if you could drop an email to support(at)zohomail(dot)com with detailed information about the issue with some explanatory screenshots for further detailed analysis and assistance.
One thing that setup doesn't really seem to point out (or at least I missed it when I read it) was that you need to have the IMAP access checkbox checked for this extension to work - otherwise Hubspot will fail to connect to your email (specifically it says it's unable to create folder).
So far HubSpot for ZOHO is not going well, when it was connected to outlook it recorded e-mails, contacts, organized things, now it does nothing... there is a sidebar but it is useless.
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Hello,
I would recommend you to try Hubspot Extension for Zoho Mail. It would add a lot more value to your Mail account.
You can install the app in just two easy steps. Click on 'Install now' button.
Sincerely, null
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Appreciated, if you could drop an email to support(at)zohomail(dot)com about the exact issue whether the application is not completely loading or if the problem occurs when you click the Save button, alongside some explanatory video or screenshots reproducing the issue for further analysis and assistance.