Please note : if you receive an email reply from a contact or prospect, and they CC recipients, HubSpot won't add those copied recipients as contacts in your account.
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Learn how to manually log an email to HubSpot. If HubSpot is unable to process your email format, the email will not log to HubSpot. There is no standard formatting for a forwarded email. Your email server must allow external forwarding.The forwarded message must include both the HTML and plain text section of the email.The forwarded message must be in one of HubSpot's supported languages.If the person that sent you the original email isn't in your CRM, forwarding the message will create a contact record, as long as their email or email domain isn't listed in your Never Log list.The forwarded email will appear in the contact's timeline.The contact's email is not listed in your Never Log list.The email address you're using to send the forwarded email must be one of the following:.The forwarded message header generated by your email client must be present: You're forwarding the individual reply email (not other parts of the email chain).Requirements to log replies to the CRM using the forwarding address If the email recipient is not associated to a contact record in HubSpot, a new record will be created. The forwarded email will be logged to the contact’s record in HubSpot. Forward the email to the copied forwarding address.Navigate to your email inbox and open the email you want to log in HubSpot.To the right of the Forwarding Address field, click Copy.In the left sidebar menu, navigate to Objects > Activities.Before you get started, make sure your email client is supported by the forwarding feature. The forwarding address is useful when you need to log an email after you received it. Use the forwarding address to log an email reply to the contact record's timeline. This will not allow you to track opens or clicks on your emails. Please note: if you manually use the BCC address in an email client without tracking, this will only log the email on a contact record in HubSpot. The email address of the recipient is not listed in your Never Log list.An alias in your email client (either an alias that has been configured in your connected Gmail inbox, or an alias added to your Profile & Preferences).One of your connected personal emails.The email address from which you are sending the email must be one of the following:.The user sending the email has sales access.Your email must meet the following criteria in order to be logged in the CRM: If the email recipient is not associated with a contact record in HubSpot, a new record will be created. The sent email will be logged to the contact's record in HubSpot. Add the copied BCC address to the BCC line of the email.Navigate to your email inbox and compose a new email.
The email content will be automatically recorded on the contact's record in HubSpot. When you send an email from your mail client, add the BCC address to the BCC line of the email. You will also receive an email delivery error in your inbox. The email itself will log to the CRM, but without an attachment. Please note: email attachments larger than 50MB will not log to the CRM.
Learn more about logging email replies to HubSpot. The logged email 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. If you're not using the sales extension or add-in, you can use the HubSpot BCC address or forwarding address to manually log emails.Įmail that are logged to HubSpot using the BCC address or forwarding address will include the email content and any attachments included in the email. With the HubSpot Sales email extension or add-in, you can automatically log emails sent from outside of HubSpot to the CRM.
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