HubSpot Sales offers a checkbox to log emails in your CRM. Not all email clients are able to support this checkbox, but it is still possible get your emails to log in the CRM. To do so, simply add your BCC to CRM email address in the BCC field of an outgoing email.
Your BCC to CRM address will be in the following format:
When composing a new email, simply enter your BCC address manually into the BCC field, then send your email! This outgoing message will then get logged on the contact record of your recipient.
Here are a few requirements for using this feature:
- You are a Sales User, Sales Manager or Sales Administrator in the CRM.
- Your sending email address matches your CRM user's email address.
- Our system will automatically skip logging for email addresses that match your company's domain. For this reason, use an email address with a different domain if you would like to test the feature.