Gmail Mailmerge emails

Smart CRM & Sales Hub CRM
1

Hello,

We’re experiencing an issue where emails sent via mail merge in Gmail are not being recorded in our CRM. Do you have any insights into potential causes?

Thanks,

Madhu

2

Hi @maddyalps!

I think this is because some Mail Merge tools send emails via API instead of Gmail’s native “Send” button, which may bypass CRM tracking. To fix this make sure to add HubSpot BCC to your mail merge campaing.
I found this article that explains step by step and could be super helpful - and this hubspot article on BCC to log emails could be also valuable to read.

Let me know if you need further support and I’ll be more than happy to assist!

Carolina De Mares

CarolinaDeMares_0-1744137610972.png
CarolinaDeMares_0-1744137610972.png130×130 23.5 KB

Brandgang

Goirkekanaaldijk 1

3

Thanks for responding, we use mailmerge feature ownedy by gmail itself. Any help please?

4

Hi @maddyalps - Yes, in fact I shared in my previous response an article that shows details on how to work mailmerge with HubSpot using Gmail, if you missed it, I’ll share it back again: https://support.yet-another-mail-merge.com/hc/en-us/articles/360005288314-Integrating-HubSpot-CRM-with-your-Gmail-email-campaigns

If there’s something else that’s not covered on the article, let me know so I can guide you :slightly_smiling_face:
Here’s my calendar in case you’d like further assistance: https://meetings-eu1.hubspot.com/carolina10/hubspot-consultancy