Most of our customers are interested in Threads because they want to find a stress-free way to import their historic email into HubSpot but are often not aware of the other features and benefits that the Threads HubSpot integration has to offer. Find out how our integration differs from the native HubSpot email sync.
Here are the ways in which our Threads HubSpot integration can improve your CRM experience and ensure that you are getting the most out of your investment:
1. Threads can migrate your historic email
Import your historic email automatically without the need to manually push each email and link it to a deal/contact.
Threads also allows you to import emails retrospectively. For example, when you create a new contact, Threads will automatically scan through your past email to see if you have previously corresponded with that person before and link those emails to that contact.
2. Threads can automatically log new emails
Threads automatically syncs future emails with your HubSpot deals and contacts – even if you forget to check the ‘Log email’ button or bcc HubSpot.
3. Threads allows you to view and download attachments to emails
Threads provides a direct link from Hubspot to a copy of the original email enabling users to view & download any attachments to that original email. This is helpful if the original recipient is out of the office or has left the business. The native HubSpot sync does not, at present, import attachments with emails.
4. Threads stops contacts being automatically created
Threads does not automatically create new contacts. With the native HubSpot email function, new contacts are automatically created each time an email is received. This avoids the creation of duplicate contact records or contacts that you do not want/need to share.
5. Threads can automatically log calls and call recordings
Threads can also be connected to an existing VoIP phone system to allow you to automatically log phone calls along with a copy of the call recording, and, if required, a transcription of that call.
6. Threads works with any email client
Threads works with any email client, including those not supported by HubSpot e.g. Apple Mail. Threads can also be used if your team uses a mix of different email clients.
7. Threads can log emails to specific deals
Threads can automatically log emails with specific deals in Hubspot where a contact is associated with multiple deals.
By using a deal specific hashtag in the subject line or body of the email, Threads will recognise this and automatically assign that email to a specific deal associated with that hashtag. This avoids deal timelines becoming overrun with irrelevant emails.
8. Threads doesn’t require you to download any software or change your exist practices
Threads is a completely cloud based solution that works in the background. Our integration will automatically log emails without your team lifting a finger. This saves time and lets your team be more productive.
9. Threads doesn’t cost more each time you add a new user
Threads monthly subscription plans include, unlimited users. This means that you can sync email accounts for all your team members even if they are not a HubSpot user or from your shared email addresses e.g. sales@, info@
This means if you have a team member who leaves the business, any important emails that would otherwise be locked in their old inbox are available for others to view.
10. Threads provides a deep search facility across all your communications
As a Threads subscriber, you will also have access, if required, to all the other unique features of Threads including our deep search facility which enables you to search across multiple email accounts and phone extensions in one go, enabling your team to find information quicker.
To see Threads for yourself, sign up today for a FREE trial.