Tips, Tricks & Best Practices

FritzWuethrich
Participant

Integration with Email (outlook)

SOLVE

I understand that the HS Outlook Integration exists and generally speaking works. However my Sales team has a broad set and ever changing communication channels that is not Sales or CRM related and still outside our company domain.

What other possibilities exist to integrate a selective email thread with HS without allowing HS to take all the traffic except the exclusion list. How about a "listener" email that feedback HS and can be put on BCC?

0 Upvotes
1 Accepted solution
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Integration with Email (outlook)

SOLVE

Hi @FritzWuethrich,

 

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

 

Make sure that the mentioned requirements are met, if not, the BCC address will appear as if it's not working.

 

Best regards!

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

Beratungstermin mit Karsten vereinbaren

 

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2 Replies 2
FritzWuethrich
Participant

Integration with Email (outlook)

SOLVE

Great, will check it and test it! Thanks Karsten

0 Upvotes
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Integration with Email (outlook)

SOLVE

Hi @FritzWuethrich,

 

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

 

Make sure that the mentioned requirements are met, if not, the BCC address will appear as if it's not working.

 

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.