Logging email from two accounts

Smart CRM & Sales Hub Outlook Sales Extension
1

I have two different email accounts in Outlook. The knowledge article appears to say that whichever email i send from i can log it in Salesforce.

“The HubSpot Sales Outlook desktop add-in does not require a connected inbox in order to be used in the inbox, though some HubSpot sales features require a connected inbox. Log and track preferences are automatically applied and the contact profiles pane is persistent, meaning it will always be open in the inbox.”

This does not appear to be happening even thogh there is a BCC hubspot email showing up in emails from both email accounts. And it is for the hubspot instance I am using Free.

What might I be missing?

2

Hey @JRGies it’s difficult to troubleshoot emails not logging without information. You say you’re expecting them to log to Salesforce, just to confirm are they logging to HubSpot originally? Is there a reason why you’re expecting HubSpot to log them to salesforce?

I’d recomend going through the troubleshooting steps outlined within the knowledgebase article to see if these resolve your issue.

3

OOPS I am a recovering Saleforce user. I meant hubspot. Here is a short 2 min clip of what I am experiencing.

4

Hi @JRGies thanks a mill for sending that on! Really helpful. And Congrats on the switch to HubSpot! :grinning_face:

Checking through your video, it looks like Will doesn’t have an email associated with his contact record, this would stop HubSpot being able to associate the email with that contact record.

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If you add the email address you have for Will to the HubSpot contact record, does this log emails?

5

Got it

Thanks for your Help

6

Happy to help! Have a lovely weekend! :slightly_smiling_face:

7

Thanks I thought I replied it looks like not. Do I understand then, that if there is an email attached to a contact in hubspot then regardless of the email account in outlook it will log the email?

Thanks?

8

As long as both email accounts are setup in the account and the portal bcc address is bcc’d then HubSpot will log the email to the contact with the matching email address yes!