HubSpot email integration

Why you need ForwardThis

Email is messy, every message asking for something different. It means constantly leaving your inbox and juggling tabs. ForwardThis skips all of that: forward an email along with some simple instructions, and it’s handled. Compatible with every email provider, and it works across the apps you’re already using.

Questions

How does the HubSpot email integration work?

In HubSpot one forwarded email can become a contact, a deal with an amount and a stage, a ticket, a company or a custom object, and a contact already there with the same email address is updated rather than added twice. Forward the email to your ForwardThis address with a simple instruction saying what it is, like "add this as a contact and open a deal". ForwardThis creates the records, fills in the details it can read from the email, and replies to confirm with links. The first time, you'll need a free account with HubSpot connected, which takes about 30 seconds, and that's the entire HubSpot email integration. Logging an email on a HubSpot contact has a page of its own.

Can it create a deal, a ticket or a company from an email?

Yes, and custom objects too. Name what you want in your instruction and ForwardThis creates it, with an amount and a stage on a deal, a description on a ticket, a domain on a company, and an owner on any of them. It can associate the new record with the contact in the same go.

Will it duplicate a contact that's already in HubSpot?

No. The email address is the identity, so an existing contact with that address is updated rather than added again. The confirmation tells you which of the two happened.

Can it add someone to a list or log a call against them?

Yes. HubSpot's version of a tag is a list, so "add Owen to the Autumn Demos list" puts him in that manual list. Notes, calls and meetings all land on the contact's timeline, and logging an email that already happened sends nothing to anybody.

How is this different from HubSpot's own forwarding address or its Gmail extension?

HubSpot's address logs a copy of the email onto the contact's timeline, and the HubSpot Gmail integration does the same from a sidebar as you read, with open tracking on the replies you send. Both are useful and free, and both stop at keeping a record of the conversation. ForwardThis does the work the email asks for instead: you write a simple instruction, and the email becomes the contact, the deal and the follow-up task, in HubSpot and in your other apps. Setting up the HubSpot Gmail integration itself is covered step by step.