mail send in outlook doesnt show up in hubspotSOLVE
Dec 13, 2016 10:54 AM
Hi @KennyHaek, thanks for reaching out.
The functionality that allows you to view a copy of your outgoing emails in your CRM is the Log in CRM feature. The feature is enabled by checking the "log in CRM" box when you sent out a new email, like so:
You can learn more about how to set up the Log in CRM feature in this article: https://knowledge.hubspot.com/articles/kcs_article/settings/how-to-setup-log-in-crm
If your emails are still not being logged after you checking the "log in CRM" checkbox, let me know, and I will look into your issue further!
Dec 13, 2016 11:38 AM
@KennyHaek indeed, in the article I mentioned in my previous response, you'll find a list of conditions for emails to get properly logged in the CRM.
For logging to occur correctly:
- The minimum required User Role is Sales User.
- The email address that you are sending from must match the email address of a user in your HubSpot portal. This prevents someone outside your company, maliciously spamming the BCC address.
- We won't log emails that you send to co-workers based on email domain.
- We'll create a contact when you email someone who doesn't yet exist in your CRM.
Therefore, it is expected behavior that emails to your colleague are not being logged in the CRM. Let me know if you have any more questions on this issue!