Q: Gmail and HubSpot 1) Does the Gmail integration allow for automatic posting of email to contact accounts?

2) Can anyone speak to a HubSpot to Erxes transfer? We have a lot of contacts in HubSpot that I'd like to bring over directly.

erburgessPLUSAug 12, 2020
Founder Team
Indra

Indra

May 14, 2024

A: Hi there

1) Gmail integration
Do you mean if the gmail email addresses are also captured and added to contact details? When you receive an email through the gmail integration in your Team Inbox, the email address is captured as a Lead in your contacts. From there you can either merge the Lead with an existing Lead/Customer.

2) Unfortunately, we don't integrate or have any direct connections to Hubspot. What you can do is export your data in csv/xls file and import to erxes. It will require a bit of work in terms of properly preparing and cleaning the data in the sheets before importing to erxes.

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Posted: Aug 13, 2020

Thanks, Indra - I think we're in based on your feedback. I'm a CRM wonk so you will get plenty of feedback from me... ;)

Founder
Posted: Aug 14, 2020

Cool. Let me know if you have any questions!

Please do use the roadmap.erxes.io to submit your ideas or use the feedback tool from your erxes dashboard (which automatically connects to the aforementioned roadmap)