Attache internal mails of a slaes team to a contact or company

Hi,

we have in our company a lot of discussions and mails about our customers. Is it possible to attache this internal mails to a customer contact or company activity/Mail feed?

Thanks in advance

kind regards

Marc

Hello @MarcDugas :waving_hand:t2:,

Yes you can associate these internal mails with the contact / company and have it populate on their activity feed. Essentially, these internal emails have got to be logged into HubSpot first and then, you manually associate the emails to the respective contacts.

1. To retroactively log these emails, you Use the forwarding address in your portal. You can get that address by taking the steps mentioned in the article.

  • For example, if I emailed Stango Test (internal user) about a contact, I first need to log this internal email to HubSpot and it will be logged against the internal user’s record first:

Email logged against internal user’s record first

2. Once the email has been logged, go to the internal user’s record and manually associate this email to the contact and have this email show on the contact record:

Associate email to contact record

So in this example, since I have associated this email to Patrice Claire as well, this internal email will then show up on Patrice Claire’s record even though she was never sent the email:

Internal email on contact record

Hope this helps :slightly_smiling_face: