I am new to Hubspot this week and this was the feature I first looked to used. I am surprised there is no button to manually log an email. The feature should be added.
You can forward the email to yourself and add it to the company/ contact log by searching and checking the box, and unchecking yourself.
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:
- In the end, I have a logged email to which I can respond from within HubSpot
- I can log to multiple contacts at once, without opening each contact to paste a “log email” note.
- 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.
Any updates on this Hubspot?
Come on guys. Almost 3 years and no change. Salesforce has had this option for years.
It took 2 years for it even to be considered to be “Under Review” by Hubspot.
Is this really still being evaluated from 2018?
This would be a great workflow feature to capture emails not initially tagged to be added and tracked when sent.
Dear Hubspot, what is the status of this?
I could really use such a functionality.
We recently made the switch from a different CRM package and when I want to link older emails to contacts or deals, the solution is:
- reply to the contact so it gets linked
But I do not want to mail my leads just to link an email.
The workaround I currently use is:
- forward mail to a dummy email address
- lookup dummy contact in Hubsport, change associations to the correct contact
- remove associations with the dummy contact
I think we deserve a status update, Hubspot!
What a rediculous situation where needed functions are ignored for 3 years and you continue to push out functions that someone in Hubspot thinks might be a nice idea that many users don’t want. I want a functional CRM that allows me to streamline my sales acitivities, make managing my accounts easier and ideally with no technical issues that your “support” people cannot replicate with the dialing function (that’s another story). Then you decide to close for a week because your people are tired. What about your customers whom many are suffering due to COVID restrictions and still working hard to remain employed?
For some users, custom objects are more important than the default objects provided by HubSpot.
It would be helpful and time-saving to be able to log an email sent via the sales extension to a custom object (as is currently possible with default objects like contacts, companies, deals and tickets).
This idea already exists for the Outlook Add-in, but ideally, it will become available for all the sales extensions.
https://community.hubspot.com/t5/HubSpot-Ideas/Ability-to-log-emails-to-a-custom-object-record-when-using/idi-p/549945
63 Likes
This is really major! We definitely need this to help Custom Objects as useful as core ones.
Really needed on our side also!
Definitely Need this! It is almost now crucial to our workflow.
NEED!
Yes, this is very important!
Not only to log an email but to also be able to create a custom object from the Gmail extension - you can add a deal or ticket but not a custom object which would be huge.
This would be a great addition to the HubSpot Sales Extension. Extremely useful!
This is crucial to our work in Hubspot
This is a major roadblock.
Would be really good if this was implemented 
This is a critical request in my opinion!