This is not a tool built for sales teams. As a tool that should be built to enable sales it takes me away from where I am and should be spending my time. There is no reminders tool for emails that are sent. You can create a task, but that doesn't attach to the email that you have sent it is just a note to yourself that you sent that email. You don't get prompted with your original message as a reminder to follow up if your prospect hasn't gotten back. EMAIL TRACKING IS A JOKE. I've used a couple different email tracking tools and I still say that email tracking is gold for any rep to help prioritize work and focus on accounts most interested in moving forward. The tracking in hubspot is not attached to the email. So now that email I sent that I had to create a separate reminder for I have to go and look in hubspot to see what actually happened. Give me the tracking and reminder right in my inbox with that email that I sent. How hard is it to understand that sales reps don't want another tool that needs another screen to use. Make this work with email that we are already using and you might increase adoption rate of the other features. Sending mass emails is also not great. Something that a tool built by a marketing automation company should be really great at. You can't hyperlink text. This is something I can do in any other email platform. I can make the word "here" whatever link I want it to be. Not with Hubspot. Prepare yourself to send very unpersonalized rookie level emails here.
Update here: This is the least valuable tool in my entire tech stack.
The build of this is absolutely ridiculous and the product team doesn't seem to want to make this solution better.
They have 2 extensions. One for chrome and one for gmail. Neither does what you would hope it does and kill all other valuable extensions from functioning.
The chrome extension hosts your notifications for email tracking (tracking is garbage, but we will get to that later). You can't disable the fly-ins without disabling all notifications so because this is tied to the chrome extension and not to the gmail extension you get messages popping up on your screen throughout the day. Not great when you are on a screenshare and your message to someone else shows that it is getting opened. It is all or nothing with these. The extension constantly freezes so you can only see the last 3 notifications. If you want to see what email was opened when you click on the email rather than it opening in the window you are on like a smart tool would do it opens an entirely new tab for gmail which takes a moment this is not hubspots fault that gmail takes a bit to load, just their fault for opening a new tab because they tied their tracking feature to the chrome extension and not to the gmail extension.
Tracking is worthless. If you send an email that will take someone less than 10 seconds to read you will never know that it is even opened. They can open and reply to the email without hubspot even acknowledging and pushing a notification through. This is extremely frustrating for sales especially knowing the analytics that hubspot is collecting in their marketing tool. They can see when emails are opened, skimmed, and read.... why would you not give this information to individual contributors??? This is gold and it is completely absent from the platform. If you send a concise email you are never going to know if your contact received this. If this tracking is available and it clearly is. Why would you not build this into the tool.
Gmail extension: worthless.
You can create tasks here, but to actually take action on them you still have to go to hubspot, but if you are creating a task to remind you to follow up on an email, you don't get the email connected to this task and your tracking is still in a different spot. Their are other things that can be done with this extension, but why it doesn't have tracking built in where your emails are is beyond me. Why you can't create a reminder tied directly to the email that you are sending blows my mind. The team has given us all sorts of band aids and work around for this, but the point is simple. This tool doesn't do what you want it to do.
Sequences: Sending emails is limited and it takes forever with sequences. You are better off sending individual emails through gmail rather than trying to set up a sequence. Map all your fields properly and you will be fine one might think, but that is just not how this tool works. Save yourself time and don't use a this tool that is supposed to be built for sending targeted emails at scale.