Log an email after it is sent

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Regular Contributor

I am using the Gmail integration. I have set the "Log" unchecked by default because I send many non-sales related emails. 

 

Sometimes, I forget to press "Log" on an email prior to sending. Is there a way to retroactively log that email in Hubspot? 

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Community Thought Leader | Diamond Partner

Hi @dc-usa

 

There sure is - HubSpot gives you a forwarding address as well as a BCC address: Log email in your CRM with the BCC or forwarding address

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @johnwilliamcook , @Whodder 

 

Acutally, it looks like I was mistaken when I replied to @dc-usa  originally. 

 

The HubSpot forwarding address is for adding an email you have recieved to the timeline - not for logging an email you have sent, after you sent it!

 

Apologies for the confusion.

Phil Vallender | Inbound marketing for B2B technology companies
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Community Thought Leader | Diamond Partner

Hi @dc-usa

 

There sure is - HubSpot gives you a forwarding address as well as a BCC address: Log email in your CRM with the BCC or forwarding address

 

Hope this helps.

Phil Vallender | Inbound marketing for B2B technology companies
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Regular Contributor

Thanks Phil. So just to be clear: I should go to my "Sent" folder and find the email, and then foward my own email to that address? 

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Community Thought Leader | Diamond Partner

Yep, that's how it should work. 

Phil Vallender | Inbound marketing for B2B technology companies
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New Contributor

I find that this does not work (at least in Outlook). It appears it only logs a forwarded or BCC'ed email to the main TO or FROM address and since you're are doing this after the email has been sent previously, the intended CONTACT is in the CC field and the email does not get logged to their record. Or am I missing something?

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Occasional Contributor

Same for me.

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Community Thought Leader | Diamond Partner

Hi @johnwilliamcook , @Whodder 

 

Acutally, it looks like I was mistaken when I replied to @dc-usa  originally. 

 

The HubSpot forwarding address is for adding an email you have recieved to the timeline - not for logging an email you have sent, after you sent it!

 

Apologies for the confusion.

Phil Vallender | Inbound marketing for B2B technology companies
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New Member

This "bcc" method isn't working for me for emails sent after the fact. How do I associate an email I ALREADY sent to the contact record? 

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New Contributor

so is there an answer to this?   Seems you cannot forward the email to the hubspot CC as then the email will not be "to" the right person?  So how do you do this?  Has anyone found a fix? 

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Regular Contributor

Just checking in, the solution that was given doesn't work for Outlook emails.  Has a solution for logging emails to contacts after it's been sent been found yet?

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New Contributor

I have the same question. I need to log emails after I send them from Outlook. 

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New Contributor

Hello all, 

 

Unfortunately, there is no way to automatically log an "already sent" email in HubSpot. However, you can use this manual work-around

 

Step 1) Copy the contents of your email. 

Step 2) Go to the recipient's profile in HubSpot. 

Step 3) Click "Log" and select "Log an Email"  OR  Click the "Email" tab and select "Log Email" 

Step 4) Paste the contents of your email in the "Describe the email..." section. 

Step 5) Change the Date and Time to reflect when your email was sent. 

 

This is a manual work-around that, while not ideal, will log your email in the contacts activity database for your future reference. 

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New Member

Serious design flaw for HubSpot.  Other CRMs I've used allow you to do this.

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Community Manager

Hi @bcade,

 

I would highly recommend you to please post this idea at our ideas forum (here).

Our product team, who monitors the forum regularly, can read your specific use case and understand why this would be a useful functionality or change. It also helps other customers facing the same issue to advocate for its implementation on your behalf by upvoting on the thread as well.

 

Kindly,

Pam


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