Who can do this?
Export your emails to HubSpot to see all communication with customers in the relevant place, for example, to see all emails associated with a deal or account. You can set whether to only export emails written using the Gong email composer or to export all emails in your system. You can also choose which user's emails are exported to HubSpot.
To export emails to Hubspot:
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Go to your company's settings > CRM > Hubspot.
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Scroll down to Export to HubSpot and select the workspaces you want to export emails from.
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Choose whether to export All Emails to HubSpot, or only Emails Written in Gong, (emails written using the Gong email composer).
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Select which team members you want to export emails for. By default no team members are selected and no emails are pushed to HubSpot for the workspace. Click Edit to add or remove team members whose emails should be exported to HubSpot.
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In the Add/remove team members dialog, search for the employee name, team or job title you want to export emails to HubSpot for.
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Click the team members or teams to add them to the list, and click the X to remove them from the list.
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Click OK to close the dialog. The number of team members should be updated.
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Click UPDATE to save the changes.
Once your emails are exported to HubSpot, you will be able to see them in their relevant entities, such as accounts or deals. We also display a list of entities associated with the email so you can easily view them. Below is an example of an email imported to HubSpot.
