Track some email accounts and exclude others

Smart CRM & Sales Hub Outlook Sales Extension
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I have 4 email accounts in Outlook. I would like to turn on by default tracking for 2 of them and not have any tracking or logging for the other 2. 2 for work and 2 for personal. How do I do this?

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Hi Kris - happy to help.

To set up email tracking for some of your Outlook accounts and exclude others in HubSpot, follow these steps:

  1. Install HubSpot Sales Outlook add-in: Make sure you have the HubSpot Sales Outlook add-in installed.
  2. Open Outlook: Go to your Outlook and open the HubSpot Sales add-in.
  3. Access HubSpot Settings in Outlook: In the HubSpot toolbar or ribbon in Outlook, click on the HubSpot icon, then select “Settings” or similar option.
  4. Configure Email Accounts: Look for a section related to email tracking. You should see options to manage which email accounts are linked to HubSpot.
  5. Select Accounts for Tracking: Choose which of your email accounts you want tracking enabled. You can turn tracking on for your work accounts and leave it off for your personal accounts.
  6. Save Settings: Make sure to save your settings after making these changes.

This setup will allow you to fine-tune which emails are tracked and logged in HubSpot, effectively separating your work communications from personal ones.
Let me know if you have any questions!

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Thank you for the reply. I do not see that option. The Advanced tab just has “Dubug Mode”