Right click name within TO field and add to CRM.

SOLVE
Regular Contributor

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.

 

HS - Add Contact.jpg 

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Q: Surely, I can add a contact by right-click on the email addess and say add to CRM too.?

 

Short A: No.

 

Longer A:

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.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


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MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

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Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

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1 Reply 1
Solution
Community Superstar

_hubspot-button-accept-as-solution-gif-v00.gif

 

Q: Surely, I can add a contact by right-click on the email addess and say add to CRM too.?

 

Short A: No.

 

Longer A:

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.

 

Can't wait to see what we can help you build on HubSpot today.

 

Best,
Frank

Remote  B2B Digital Marketing Manager


hubspot-solutions-signature-mfrankjohnson-v05.png

MFrankJohnson.com | Connect on LinkedIn

Find posts quickly ... accept this solution now.

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Visit

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

View solution in original post