Now that you’re on your brand new CRM, you want everything in there! Who wouldn’t?
The question is: What needs to go in, and how do we do it?
Adding old emails
There are two built-in ways to add old emails to HubSpot.
- Log an email
- You can manually add an email to any contact, company, or deal using the “Log an email” function.
- You can do this with any email you missed – new or old.
- The advantage of this method: You can set the appropriate date and time.
- Forward an email
- You can forward an email to your HubSpot CRM.
- You will forward the email to yourhubspotid@forward.hubspot.com. (Your HubSpot ID appears both in the URL once you’re logged in and can be found on the drop-down menu associated with your profile in the top, right-hand side.)
- It will work assuming your email address is authorized. (The email address you’re forwarding from is either your login or a registered alias.)
- If the contact is in your CRM, it will be added there. If the contact isn’t, a new one will be created.
- The disadvantage of this method: The email only appears in the timeline at the point when you forwarded it (i.e., you can’t post it as having been received a month or a year ago).
Do you really need those old emails?
If they’re very important, you just might.
However, it is also very common for companies to think of adopting a CRM as part of a transition process. Over the first three to six months of using the CRM, most of your important communications with contacts and about deals will be migrated over naturally.
If you really do need them…
If you really do need the old emails and it’s not just a few you can handle migrating over manually, then a tool can be employed to handle the migration.