How does BCC to CRM work with multiple HubSpot portals?

Last updated: November 1, 2017

Available For:

Marketing: N/A
Sales: Free, Starter, Professional

Some people work out of a few different HubSpot accounts. If you fit into this bucket, then you may be wondering where your email will end up when utilizing the BCC to CRM feature in HubSpot Sales. The emails will end up in which ever portal you currently have connected to HubSpot Sales.

Here's how you can find out:
  • In your HubSpot Sales account, navigate to Settings.
  • In the left sidebar menu, select Sales Email Integrations, then click the HubSpot Extensions tab.

  • Scroll to the Connected HubSpot account section and use the dropdown menu to select the account to which your HubSpot sales email integrations should be connected.

Moving forward, all emails that you BCC-to-CRM will end up in the portal selected on this page. If you actively work out of multiple HubSpot Sales accounts, then you may want to set up a unique Chrome browser profile for each account. This will allow you to easily jump from portal to portal, with no need to change settings.

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