Find answers and general information quickly regarding connecting your email inbox to HubSpot. A connected inbox is required to send emails through the CRM and make use of certain Sales Hub and Service Hub features.
- What does connecting an inbox to HubSpot do?
- Can I connect my inbox to HubSpot via POP3?
- How does HubSpot find replies to log after I connect my inbox?
- What information is logged in the CRM?
- What does the HubSpot CRM do with the body text of emails I send through the CRM?
- How does HubSpot handle security with connected inboxes?
- Why isn't the email I sent from the CRM showing up in the sent folder in my email inbox?
What does connecting an inbox to HubSpot do?
After you connect your inbox, any replies to emails that you sent from the CRM, or from your mail client using the HubSpot sales email extension, will then automatically log in your CRM. You can also track any email sent from your CRM in your connected inbox's Sent folder (Google Apps, Gmail, and Office 365 inboxes only).
No. HubSpot only provides the ability for users to connect their inboxes to HubSpot via IMAP. POP3 and IMAP are both methods used to access your email from a server.
POP3 downloads the email to your machine. When an email is sent to your email address, it's stored on your email server. When you open your email client, the email client will actually download the email to your device. Once it's downloaded to your device, it is removed from the email server and only stored locally on your machine.
For example, if you have your email set up via POP3 and open your email on your mobile device, it will download the emails there. If you check your email on a computer, there won't be any emails to show you since they were already downloaded to your mobile phone.
IMAP allows you to access their emails across devices. When you access your email via IMAP, it keeps the original email on the email server and simply downloads a local copy of the email to your device. This way, you can access all of your email on any device, at any time.
HubSpot needs to be able to access your email at all times. For this reason, your email needs to always be available on your email server so that HubSpot can see it. Connecting via IMAP allows for this; POP3 doesn't.
If you're looking at your email client settings and notice that you're set up via POP3, you'll need to work with your IT team to change this to IMAP. Once that's done, you should see the IMAP/SMTP servers and ports in your email client settings to input into HubSpot to connect.
How does HubSpot find replies to log after I connect my inbox?
Once you connect your inbox, HubSpot has access to information about your emails including the email address you’re sending from, the email addresses of recipients, the subject line, and the body of the email. This information is gathered through the direct processing of email metadata via IMAP.
Every “reply” email contains a reference to the unique ID number of the original email. The HubSpot CRM will monitor incoming mail for replies that tie back to an email sent from the CRM or logged (BCC’d) to the CRM. The HubSpot CRM will only read and store the email body for email threads that have been previously logged in the CRM or sent from the CRM.
What information is logged in the CRM?
When you log an email to a contact record in the CRM or receive an email reply from them, the HubSpot CRM stores your contact’s email address, name, subject line, and body text so that the email can be displayed as part of their contact record in the CRM. The email is stored and displayed just as if you had BCC’d or forwarded that email to the CRM. Attachments sent outside of the CRM will be stored in the Attachments section in the contact record.
What does the HubSpot CRM do with the body text of emails I send through the CRM?
HubSpot CRM only ever uses the text of your emails to display the emails on the contact record of the recipient in your CRM. HubSpot doesn’t share that information to people outside your team, sell it, or engage in any sort of anonymized collection of email bodies for analytics.
How does HubSpot handle security with connected inboxes?
Whenever HubSpot transmits or stores your personal data, HubSpot works hard to protect it. For example, HubSpot encrypts data while exchanging it with your computer and uses top security measures to prevent unauthorized or unintended access to our network. Read more about how HubSpot safeguards your data on HubSpot's security page.
Why isn't the email I sent from the CRM showing up in the sent folder in my email inbox?
After connecting your email inbox to HubSpot using IMAP, the emails you send from contact, company, or deal records in HubSpot may not appear in your sent folder.
When an email is sent through the CRM, the email's data is actually transferred from HubSpot to your email provider. Your email provider then sends the email to the recipient through their SMTP servers.
If the inbox that you connected using IMAP supports special-use mailboxes flags, such as mailboxes for draft messages or sent messages, HubSpot will copy the message to the folder with the sent attribute. If the mailbox does not support special-use mailboxes, HubSpot will copy the message to the first folder it can find that contains sent in the label.