In order to send email from the HubSpot CRM, you must connect your inbox to HubSpot. If your inbox is hosted by Google Apps or Outlook 365, you can connect your inbox in just a few clicks using our native Gmail and Office 365 integrations or you can connect via IMAP.
Please note: a connected inbox is required for all users starting on 12/11/2017.
A connected inbox allows you to access the following HubSpot features:
- Automatically log email replies to contact timelines in the CRM.
- Send email from contact records in the HubSpot CRM using your own email servers.
- Send email attachments as files (not links) from the HubSpot CRM.
- Take full advantage of the HubSpot Sales suite of tools (depending on which tools your email client supports).
Automatically log email replies to contact timelines in the CRM
When you send emails from your connected inbox, the replies to those emails will be automatically logged to the contact timeline, giving you better visibility into the communication with your leads and customers right in your CRM without having to copy and paste or manually forward an email. In addition, any emails you send from the CRM will show up in your email client’s sent folder (Please note: this is not fully supported by all email clients yet).
Send email from contact records in the HubSpot CRM using your own email servers
With a connected inbox, any sales emails you send from the CRM will be sent using your own email server IP address. This increases the likelihood that your emails will reach your lead’s inbox because those IPs belong to you or your company instead of shared among HubSpot users.
Additionally, you may have noticed that emails you sent from the HubSpot CRM without a connected inbox had the line sent via hscrmemail.com at the top of them. This line is added by email clients when an email is sent from a server that doesn’t match the domain in the From field (for example, hubspot.com sending on behalf of email@example.com). When you connect your inbox, emails you send from HubSpot will be sent through your email server, so your leads won’t see that line anymore.
Send email attachments as files (not links) from the HubSpot CRM.
With a connected inbox, you can send an email attachment from the CRM following these instructions, and your attachment will reach your contact's inbox as a file attachment, not as a link.