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How to set up Log and Track settings through the HubSpot Sales Extension/Add-In
Video process for Chrome/Gmail:
Written process:
- With the HubSpot Sales Extension installed either on Chrome, Outlook Desktop or Office 365, you can now edit your log and track settings
- Replies to an email message sent from your HubSpot connected email will automatically log to the contact's record in your CRM . This includes one-to-one emails sent from the record in the CRM or using the HubSpot Sales email extension or add-in.
- If the email is listed on your Never Log list, it won't be logged.
- Find the Log and track settings in your HubSpot extension
Chrome Extension:
Outlook: - We recommend turning on both Log email and Track email
- In both Gmail and Outlook you can choose to change these setting for individual emails you are sending
Chrome Extension:
Outlook: