Last updated: January 31, 2024
Available with any of the following subscriptions, except where noted:
All products and plans
|
After you install the HubSpot Sales chrome extension or Office 365 add-in, you can retroactively log emails you've sent or received directly in your inbox. You can associate the email with any CRM records, including contacts, companies, and deals.
Please note:
- This feature is not currently available in the Outlook Desktop client.
- You can only log emails sent to a user's specific email address. Logging emails sent to Google group addresses is not supported.
- When using this feature, non-inline attachments (i.e., files included by clicking Attach in an email client) will not be logged to the CRM, and thus will not appear in the Attachments section of the associated record.
Log an email in your Gmail or Office 365 account
To log an email you've sent or received in your Gmail or Office 365 inbox:
- Navigate to your inbox.
- Locate and click the email you want to log to your HubSpot CRM account.
- Below the recipient information, click Log email to HubSpot, then configure the logging settings in the dropdown menu.
-
- If the recipient isn't already a contact, click Create contact.
- If the recipient is already a contact in your account, click the checkbox next to any existing CRM records you want to associate the contact with, then click Save.
