Outlook Sales Extension

CostaArvan
Member

How to upload emails into HubSpot and associate it with a Contact

I am a mortgage broker and I have created my clients as contacts in HubSpot. Now for each client i am usually emailing the client, the bank and a solicitor. HubSpot picks up the emails from the client and myself and adds it into the clients contact which is great but as im dealing with a bank and solicitor i would like hubspot or a way to add these emails into the clients contact on hubspot.

 

As i deal with banks on various clients i cant associate that banks email with that clients contact so please help me with a work around. 

 

I am usuing outlook as my email software

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3 Replies 3
CostaArvan
Member

How to upload emails into HubSpot and associate it with a Contact

Anyone?

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Shubham_Sharma
Guide

How to upload emails into HubSpot and associate it with a Contact

Hey @CostaArvan 

 

To ensure that emails with the bank and solicitor are also captured within your clients' contacts in HubSpot, you can utilize the BCC feature in your Outlook email.

 

When emailing the bank or solicitor regarding a specific client, you can BCC your unique HubSpot CRM email address. By doing this, the emails sent to the bank and solicitor will be automatically logged in the respective client's contact record in HubSpot.

 

For more inforamtion Kindly go through this article here

 

Shubham_Sharma_0-1716179291300.png

 

Let me know if you have any followup questions!

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CostaArvan
Member

How to upload emails into HubSpot and associate it with a Contact

Hi, thank you for your support. 

 

So the HubSpot address is always in the BCC address section, the issue is when I email the Bank about the client (Lets call him Steven) Steven's email address isnt added as its a direct email from myself to the bank. 

 

HubSpot logs the email but will automacally create a contact based on the banks email address, what i would like to do is to have that email im sending to the bank directly to log into Stevens contact page and vise versa when the bank emails me regarding Steven I can log that email into Stevens contact page on HubSpot.