Add email to CRM record button

HubSpot Ideas
43

I get the unlogged email from my sent folder and set it up to forward.

I addresss the TO: address to ########@forward.hubspot.com, where ######## is my HubSpot account number. (I do this so often, I have an email contact with this email address called “FWD HubSpot” so all I usually need to do is type FWD and it comes up.

I then add 4 lines of text to the body of my email at the very beginning.

From:
Date:
To:
Subject:

I adjust the date, time and subject to correspond to how I want it logged and it looks something like this.

From: Their@email.address
Date: Friday, July 28, 2023 at 10:52 AM
To: My@email.address
Subject: RE: Meeting - Tuesday, July 25th, 2023

I avoid having to type most of this text by using one of these two options:

  • Option A: If the email that I’ve sent without logging was a response to this person and my response has their original email in the body of my email, I just scroll down and copy it direct from email body and simply adjust the date and time; everything else is just pasted as is.
  • Option B: I find one of their most recent emails, hit FORWARD, copy the 4 fields I want and paste it into the top of the email I’m actually forwarding to ########@forward.hubspot.com. I then adjust the date and time, and if necessary, the subject.

Option B has the extra steps of switching from the email I’m actually forwarding, starting another forwarded email only to return to the email I’m not actually forwarding and delete it. I choose to do this over typing everything because I prefer copy/paste to avoid typos and accidentally, creating new contacts in HubSpot.

If you want the email logged to multiple people, include the email addresses as you would have in your original email or add a CC: line after the FROM: line with the extra addresses. It may only be my HubSpot set up but in my experience BCC: email addresses don’t get logged.

In the end, I get the email logged, with the contact(s) I want, with the subject I want, and in the date/time sequence I want.

I find this works better than copying the email and using the “log email” function for three reasons:

  1. In the end, I have a logged email to which I can respond from within HubSpot
  2. I can log to multiple contacts at once, without opening each contact to paste a “log email” note.
  3. It includes all the attachments that were part of my original email.

I’m not a developer or coder but I imagine HubSpot’s talented people could update the HubSpot plug-ins to automate what I’ve just described and use readily available information in the non-logged email and my HubSpot account info.