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HubSpot: Log emails sent from Missive
Andrew Rasmussen
We use HubSpot as our CRM, and Missive to collaborate on emails.
This means our sales team uses Missive to send sales emails to our customers.
However, emails sent from Missive don't sync to HubSpot unless we BCC or forward them to a HubSpot email address. This is super manual and cumbersome.
HubSpot has a Google Workspace integration so that if you're using Gmail then you can log emails from there, but we don't want our sales team using Gmail because then we lose out on the benefits of using Missive.
It'd be great if Missive's HubSpot integration also meant that emails sent from Missive to an existing HubSpot contact would automatically log the email there.
William Callahan
Agreed completely. We adopted another tool for this use case recently, and will probably phase out Missive because of the manual integration.
Philippe Lehoux
Andrew Rasmussen Have you tried adding the BCC address to all relevant outgoing emails using a rule?
Or the auto-BCC settings in the email settings?
Andrew Rasmussen
Philippe: the main problem with that solution is that we don't want to send every email to HubSpot, only sales emails...
The BCC email will create contacts that don't already exist, and HubSpot charges by contacts, so we're going to add hundreds/thousands of non-sales contacts to HubSpot over time... including potentially private/sensitive email comms with them.
We only want to add the emails to go to HubSpot if they match an existing contact there.
Andrew Rasmussen
I guess we could make a Sales label in Missive and then have the rule only apply to Sales emails. But then we still have to make sure that all emails are properly labeled, which is manual and error-prone.
Philippe Lehoux
> HubSpot has a Google Workspace integration so that if you're using Gmail then you can log emails from there, but we don't want our sales team using Gmail because then we lose out on the benefits of using Missive.
I guess the Google Workspace integration only pushes an email to Hubspot if the contact is already in Hubspot?