Right click name within TO field and add to CRM.SOLVE
Oct 29, 2018 10:07 AM
I'm sure that I'm missing the most obvious settting but where do you enable the option to add a contact listed within the TO/CC/BCC line to Hubspot CRM?
Yes, I know that it will randomly try to add contact in CRM on the right side, as I have blured out in the screenshot but surely, I can add a contact by right-click on the email addess and say add to CRM too.
Solved! Go to Solution.
Oct 29, 2018 12:01 PM
Q: Surely, I can add a contact by right-click on the email addess and say add to CRM too.?
Short A: No.
The HubSpot integration will automatically add all email addresses to the HubSpot CRM after you send the email AND if/when the 'Log' checkbox is selected.
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Remote B2B Digital Marketing Manager
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