Manually link contact email is tracked to in Outlook
Jan 9, 2020 10:52 AM
Is there any way to manually specify which account (contact or company) an email is tracked in from Outlook? Let me explain the context:
We often have internal emails that pertain to a specific client (internal exchanges, work files, etc.) and of course I would like to have those emails available in Hubspot under said client instead of having to create a bunch of Outlook folders for my clients and thus tracking history in 2 different places.
I remember in MS CRM there was a button that I could click in the email that allowed me to search for a company/contact to link this email thread to it, but I cannot find anything like this for Hubspot.