Outlook Sales Extension

RaimundoCorreaF
メンバー

Outlook Integration

解決

Hello,

I have connected my Outlook account with HubSpot. Now, whenever I send an email, a code is inserted in the BCC field.

  1. Where can I see the activity of my emails?

  2. If my coworkers also want to send emails, do they have to use the same code as mine, or does each person in my company have a unique code?

Thank you!

 

RaimundoCorreaF_0-1721769270714.png

 

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karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Outlook Integration

解決

Hi @RaimundoCorreaF,

 

This is the BCC email address, you can learn more about it here: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 

When used, HuBspot will log emails to the recipient's contact record in HubSpot. Navigate to Menu > CRM > Contacts, search for the email address of the recipient and you should see the email on their timeline: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline

 

There is no inbox view in HubSpot where you would find all logged emails.

 

Your coworrkers can use the same BCC address as long as they meet these requirements: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 


Your email must meet the following criteria in order to be logged in the CRM:


Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1件の返信
karstenkoehler
解決策
殿堂入り | Solutions Partner
殿堂入り | Solutions Partner

Outlook Integration

解決

Hi @RaimundoCorreaF,

 

This is the BCC email address, you can learn more about it here: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 

When used, HuBspot will log emails to the recipient's contact record in HubSpot. Navigate to Menu > CRM > Contacts, search for the email address of the recipient and you should see the email on their timeline: https://knowledge.hubspot.com/records/filter-activities-on-a-record-timeline

 

There is no inbox view in HubSpot where you would find all logged emails.

 

Your coworrkers can use the same BCC address as long as they meet these requirements: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-addre...

 


Your email must meet the following criteria in order to be logged in the CRM:


Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

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