Log your sent and received emails to the CRM

Retroactively log emails you’ve sent or received directly from your inbox. After you install the HubSpot Sales Chrome extension or HubSpot Sales Office 365 add-in, you can associate emails to contacts, companies, deals, and other record types in your CRM. This can be helpful if an email was sent when logging was turned off or when you receive an incoming email from a new contact not yet in your CRM. For example, you can log a past email to a contact and view that activity on their record's timeline.

To set up your default email logging settings, learn how to configure your email preferences for the HubSpot Sales Chrome extension or the HubSpot Sales Office 365 add-in. 

Understand limitations and considerations

•  If you've turned on data privacy settings in your account, emails can only be logged and email opens can only be tracked for contacts with an assigned legal basis for data processing.
• You can only log emails sent to a user's specific email address, not a Google Group address.
• 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 won't appear in the Attachments section of the associated record.
• This feature is not available in the Outlook Desktop add-in.

Log an email from Gmail

To retroactively log emails you’ve sent or received from Gmail:

1. In your Gmail inbox, locate and click the email you want to log to your CRM.
2. Below the email recipient details, click Log email to HubSpot.
   • To create a new contact, under Create as new Contact, select the checkbox next to the recipient to log the email to the new contact.
   • To log the email to an existing contact, select the checkboxes next to the existing CRM records you want to associate the contact with.
3. At the bottom of the dropdown menu, click Save.

Log an email from Outlook

To retroactively log emails you’ve sent or received from Outlook:

1. In your Outlook inbox, locate and click the email you want to log to your CRM.
2. Navigate to the HubSpot Sales add-in:
   • Outlook for Windows or Mac (classic): in the main ribbon, click Sales Tools.
   • Outlook for Windows or Mac (new): in the main ribbon, click the three horizontal dots and select HubSpot Sales.
   • Outlook on the web: in the main ribbon, click Apps and select HubSpot Sales.
3. In the task pane, in the This email activity section, click Log email to HubSpot.
   • To create a new contact, under Create as new Contact, select the checkbox next to the recipient to log the email to the new contact.
   • To log the email to an existing contact, select the checkboxes next to the existing CRM records you want to associate the contact with.
4. At the bottom of the dropdown menu, click Save.