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Test sending emails and logging to HubSpot CRM
Video process:
Written process:
- With your personal email connected in HubSpot + the HubSpot Sales Extension installed + Log and Track settings configured, you can send emails to contacts and log these in the CRM.
- Compose an email in Gmail or Outlook.
- If your extension is set up correctly you'll see some HubSpot options, including Log and Track settings.
- Send the email and you'll see this logged against the Contact record in HubSpot.
- If you sent an email to someone on your Never Log list, this won't be logged in the CRM.
- You can send emails from Gmail or Outlook or from within HubSpot CRM itself.