BETA
Connected Email

Customize email associations when logging emails

Last updated: May 27, 2020

In Beta

Applies to:

All products and plans

When logging an email using the HubSpot Sales Chrome extension, you can select which records to associate the email with. 

By default, the Chrome extension will automatically select the contact's first three associated deal records to log emails to. If you include any recipients in the CC/BCC field, the records' associated objects will also be automatically selected. To explicitly select which records the email will log to:

  • In your Gmail account, click Compose.
  • Enter the email recipient, the subject line, and the email body. 
  • Select the Log checkbox.
  • To edit the record associations, click the dropdown menu next to the Log checkbox.
  • Select and clear the checkboxes next to the records you want to log the email to. 

Please note: you can only edit the associations when composing a new email. You can view or delete a logged email from the record. 

edit-associations-from-chrome-extension

  • If you're sending the email to a recipient who isn't contact in your CRM, a new contact record will be created. You'll see the contact's email listed when editing the associations. Clear the checkbox if you don't want the email to log to the new contact record. 

create-new-contact-edit-associations

  • Click Send

You can also choose to customize your extension's settings so that emails always log to a record's associated tickets and deals.

  • In your Gmail inbox, click the sprocket icon sprocket ain the top right.
  • Select Log and track settings.
  • To log to the associated deal or ticket records, select the Log to deals or Log to tickets checkbox.

log-to-tickets-and-deals

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