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How can I set up my Log in CRM email addresses?

Last updated: July 3, 2017

Available For:

Marketing: N/A
Sales: Free, Professional

HubSpot Sales comes equipped with a BCC email address that can be used to manually log emails in the HubSpot CRM from any email client. If you're using Gmail or Outlook and have the Sales extension installed, you can log emails in the CRM automatically. You can also add a custom BCC address, in case you'd like to use an address from another system, like Salesforce for example.

How do I find my HubSpot CRM BCC email address?

To locate your HubSpot CRM BCC email address:

  • In your HubSpot Sales account, navigate to Settings
  • Within the Sales option in the left side bar, select Email Integrations.
  • Click the HubSpot Extensions tab. 
  • Scroll to the Forwarding Address section to view and copy your BCC email address. 

All of HubSpot's BCC address are formatted as [Your HubID]@bcc.hubspot.com. Use this address by pasting it in the BCC field in any email client. As long as the criteria described below is met, your email will be logged in your CRM.

For logging to occur correctly:

  • The minimum required User Role is Sales User.
  • The email address from which you are sending the email must match the email address of a user in your HubSpot portal. This prevents someone outside your company from maliciously spamming the BCC address.
  • We won't log emails that you send to co-workers based on email domain.
  • We'll create a contact when you email someone who doesn't yet exist in your CRM.

Please note: if you manually use the BCC address in an email client without tracking, this will simply log the email on a contact record in your CRM. This will not allow you to track opens or clicks on your emails.

How can I log emails automatically in Gmail or Outlook?

If you use Gmail or Outlook and have the HubSpot Sales extension installed, you can log emails in the CRM automatically by clicking the Log checkbox when composing your message. The box will remain checked when you compose messages in the future. 

 

How do I set up Log in CRM for Salesforce?

You can log your HubSpot Sales emails in Salesforce by adding your Email to Salesforce address to the Custom BCC address in your HubSpot Sales settings.

  • Log into Salesforce.
  • Select [Your Name] > My Settings.
  • In the left sidebar, select Email > My Email to Salesforce.
  • Copy the value in the Your email to Salesforce field. 
email_to_salesforce
  • In your HubSpot Sales account, navigate to Settings
  • Within the Sales option in the left side bar, select Email Integrations.
  • Click the HubSpot Extensions tab. 
  • Scroll to the Forwarding Address section and paste the value from Salesforce into the Custom BCC Address field.

  • Restart the HubSpot Sales chrome extension by clicking here.
  • Moving forward, this custom address will be added in place of the HubSpot BCC address when the Log in CRM feature is enabled in Gmail or Outlook.

 

How do I set up Log in CRM for multiple addresses?

If you would like to log emails in multiple locations every time you select the Log in CRM checkbox, then you can add multiple email addresses in the Custom BCC Address field. Simply separate each email address with a semicolon. For example:

45394874@bcc.salesforce.com; 98347593@bcc.hubspot.com

After adding the email addresses, restart the HubSpot Sales extension by clicking here, so your changes are applied! When using the Log in CRM checkbox in a new email, both BCC addresses will be applied. 

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