Last updated: October 13, 2020
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Track and log emails sent from your inbox with the HubSpot Sales Chrome extension.
Please note: if you've enabled General Data Protection Regulation (GDPR) functionality in your account, your legal team is the best resource to determine how your company uses email logging and tracking. You can also customize your extension settings to disable this functionality for a specific message or for specific contacts or email domains. Any existing contacts who have not granted a lawful basis for data processing will be tracked anonymously.
Before getting started, note the difference between a tracked email and a logged email:
You can send an email that is both tracked and logged. That way, you'll receive open notifications as well as having a record of the email communication in HubSpot. You can also set defaults for tracked and logged emails.
To send a tracked email from Gmail:
Before your contact opens the email, the email subject line and recipient will show in your activity feed in HubSpot as Sent.
You can also see how your contacts are engaging with your tracked emails from the Chrome extension. To access your activity feed from the Chrome extension, click the HubSpot sprocket icon sprocket in the upper-right corner of your Chrome browser.
Once the recipient opens the email, you'll receive a real-time, pop-up notification on your desktop. When you navigate back to your activity feed or Chrome extension feed, you'll see the email information marked as Open. Click the Show all activities dropdown menu below the contact's name to see when the recipient opened your email. You will also see a history of the contact's activities listed in the dropdown menu.
To log an email and add a new contact to your HubSpot CRM account, the email address you send emails from must be one of the following:
Please note: emails larger than 30 MB will not log to your HubSpot account. Attachments count towards this limit. Your email will still be delivered successfully to the contact, but you will not see the email logged to their record.
To send a logged email from Gmail:
Email that are logged to HubSpot using the extension will automatically be associated to the recipient's contact record, its associated company record, and the five most recent open deal records associated to the contact.
To see the logged email in HubSpot:
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