) and then, when sending the reply, just make sure you select the 'log' box for your reply ![]() If you get a new email from the contact (that they initiate) you can manually log that to your CRM using the forwarding address (more on that here.Whether or not an email reply actually should (ie can) be automatically logged to the CRM can be a little nuanced at times, so this knowledge doc ( ) has detailed explanations of various scenarios and whether or not an email reply should be logged.However, when you receive a reply to an email that was not previously logged, or a new email from a client or contact, you can log it in HubSpot manually using your forwarding CRM email address or by manually copy/pasting it in as a "logged email" Or, if a contact is the one who initiates a new email chain, that email will not be logged to hubspot either. Meaning if a contact is replying to an email that you sent that was not logged to HubSpot, that reply will not be automatically logged. Email replies to a message sent through a connected email inbox, either sent directly in Hubspot or in gmail with the Hubpsot Sales extension, will be logged in your CRM automatically. ![]() ) and then, when sending the reply, just make sure you select the 'log' box for your reply. Replies to an email you previously logged and tracked will automatically show up in hubspot, but a brand new email initiated by a contact will not actually show up in hubspot automatically. If you get a new email from the contact (that they initiate) you can manually log that to your CRM using the forwarding address (more on that here.Using the info gleaned from support on pop-up priority and layered inclusions/exclusions, we could continue to take this even further, ever more customizing the user experience for each pop-up.ĭid you know that new emails FROM contacts do not get automatically logged? (From the List tool) A single active list containing all members of various deal targeting lists.Target: "Website URL contains" - (Include only: Active list(s) containing deal-associated contacts. ![]() So, whether a subscriber or not, if they're in the deal, we want them to see the deal-specific pop-up, instead. We also have hyper-targeted pop-ups prompting visitors in early deal stages to set a time to speak with their rep about partnership. We have one overarching form that prompts a visitor to subscribe (obviously, current subscribers are excluded). In addition to that, we figured out how to layer inclusion/exclusion lists for further targeting when the targeting rules are identical. HubSpot prioritizes the targeting rules in the following order:
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