Sync emails to HubSpot

Who can use this: Tech admin

Available on: Any Gong plan

Emails (both sent and recieved) that are associated with a lead or contact are exported to HubSpot. 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.

Emails with the following tags are not exported to HubSpot:

• MEETING_ACCEPTED

• MEETING_DECLINED

• MEETING_TENTATIVE

• MEETING_INVITATION

• MEETING_INVITATION_CANCEL

• MEETING_NEEDS_ACTION

• SCHEDULING

To export emails to Hubspot:

To export emails, enable email export for each workspace. Then enable email export for each team member in the team member settings page or via automatic provisioning.

1. In the HubSpot integration page, scroll down to Export to HubSpot and select the workspaces you want to export emails from

2. Choose whether to export:

   • All Emails: Export emails imported to Gong from the email provider as well as emails written using the Gong email composer 

   • Gong composer emails only: Export emails written using the Gong email composer.

3. 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.

Updating the contact's opt out field in HubSpot

Prospects who request not to be contacted are marked as Do not contact in Gong Engage. In order to export the opt out field to HubSpot you must authorize the Gong integration user to update the contact's opt out field in HubSpot. This is in addition to the regular permissions when setting up the integration.

Note:

This is only relevant for organizations with Gong Engage.

To enable Gong to update the opt out field in HubSpot

1. In the HubSpot settings page, scroll down to Enable update of opt out field in HubSpot.

2. If the opt out field has already been set up to be updated by Gong you will see a status that Gong can update the field. If Gong can't update the field, click Give permission.

3. Log into HubSpot with the credentials of the integration user. Browse to the relevant area and allow update of the opt out field.

4. The status in the HubSpot settings page is updated to show that the field can be updated by Gong.