To send a logged email using the add-in.
- Compose a new email in Outlook.
- Enter the email recipient, subject line, and the email body.
- Open the sales tools in your inbox.
- This will show up at the bottom right corner of your email composition window, as an orange HubSpot sprocket icon.
- In the right pane, select the Log checkbox.
- Any BCC address will auto populate in the BCC field.
- By default, the add-in will automatically select the contact’s first three associated deal or ticket records to log emails to. To explicitly select which records the email will log to:
- Click the dropdown menu next to the Log checkbox.
- Select/clear the checkboxes next to the records you want to log the email to.
- If you are sending the email to a recipient who isn’t a contact in your CRM, a new contact record will be created. Clear the checkbox if you don’t want the email to log to the new contact record.
- Keep the HubSpot Sales pane open with the checkbox selected, then click Send.
Viewing the logged email in HubSpot.
- In your HubSpot account, navigate to your contacts, companies, or deals.
- Click the name of the record.
- On the timeline, locate the logged email. From the email, you can do the following.
- Associated records: click the associated company or deals records.
- Pin: click to pin the email to the top of the contact timeline.
- Delete: click to delete the email activity from the timeline.
- Details: click to see specific information about the email send.
- Expand: click to see the full body of the email. If there’s an ongoing email conversation, click View thread to see all the emails in the thread.
- Attachments: click to open attachments associated with the specific email.
- Reply: click Reply to send an email reply to the contact from HubSpot.
