Test sending emails and logging to HubSpot CRM

Video process:


Written process:

  1. 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.
  2. Compose an email in Gmail or Outlook.
  3. If your extension is set up correctly you'll see some HubSpot options, including Log and Track settings.
  4. Send the email and you'll see this logged against the Contact record in HubSpot.
  5. If you sent an email to someone on your Never Log list, this won't be logged in the CRM.
  6. You can send emails from Gmail or Outlook or from within HubSpot CRM itself.