How do you record emails in the CRM if you’re using the HubSpot Sales email extension? [UPDATED]

How do you record emails in the CRM if you’re using the HubSpot Sales email extension? Question/Answer & Solution

  • Correct Answer : Check the “Log in CRM” checkbox when you’re composing an email.
  • Select the emails you want recorded and then click the “Save in CRM” button.
  • All of your emails will automatically be recorded as long as the “Record My Emails” setting is turned on.
  • Add your portal’s BCC address to the BCC line of your emails.

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