As a platform administrator, is there a centralized page or view in HubSpot to track all outgoing emails from the account, regardless of source? (Including emails sent via workflows, user-initiated emails, emails sent from the HubSpot system, etc).
Hey @Anupa_Dayaratne
To track all outgoing emails in HubSpot you can view the activity feed to view emails sent from HubSpot, visit individual contact records to see emails logged to their timelines for more information kindly go through these articles here: View sales notifications in the activity feed
Also, you can create custom reports in HubSpot to track email sends and their engagement metrics: Create custom reports
Thank you @Gaurav_Aggarwal
Hi @Anupa_Dayaratne,
HubSpot is currently introducing an email index page, this is in private beta:
CRM | Connected Email
Emails index page
October 31, 2024
What is it?
The emails index page enables users to take bulk actions on individual emails. For example, users can find emails using advanced filters, select them, and delete unwanted emails. Users can also restore email records from the email index page.
Why does it matter?
This new functionality provides users with a centralized location to manage email engagements across senders and recipients. Bulk data management activities such as deleting unwanted emails from your CRM will save users time and streamline daily activities.
How does it work?
Navigate to any CRM index page such as contacts.
Use the drop down in the top left of the page to select emails.
Use all of the out of the box index page features to access the emails you are looking for: Advanced filters, Edit columns, Add views, Select all, Delete, etc.
If you accidentally delete emails, use the actions drop down in the top right to restore records.
Who gets it?
All Hubs and Editions
Until this is released, there is no centralized page or view besides creating a custom report: Create reports with the custom report builder
Best regards!
Thank you @karstenkoehler