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      Log email in your CRM with the BCC

      Learn how to log your Corporate Email to your HubSpot account to make it easier while working on mobile devices.

      These articles serve as a comprehensive guide and quick reference for navigating HubSpot. If you're looking for articles tailored to your specific role, check out the Categories available on the Knowledge Base home page.

      With the HubSpot Sales email extension or add-on, you can automatically log emails sent from outside of HubSpot to the CRM. If you're not using the sales extension or add-on, you can use the HubSpot BCC address to manually log emails.

      Emails that are logged to HubSpot using the BCC address will include the email content and any attachments included in the email. The logged email will automatically be associated with the recipient's contact record, its associated company record, and the five most recent open deal records associated with the contact.

      Please note: Attachments exceeding 50 MB will not be logged in the CRM. The email content itself will still be logged in the CRM, but any oversized attachments will not be included. Additionally, an email delivery error will be sent to your inbox to notify you of the issue.

      Use the BCC address

      When you send an email from your email client, add the BCC address to the BCC line of the email. The email content will be automatically recorded on the contact's record in HubSpot.

        • In your HubSpot account, click the settings icon in the main navigation bar.
        • In the left sidebar menu, navigate to Objects > Activities.
        • Click the Email Logging tab.
        • Click on the 'Copy' button located next to the BCC Email Address field.
      BCC Email Logging
        • Navigate to your email inbox and compose a new email.
        • Add the copied BCC email address to the BCC line of the email.

      The sent email will be logged to the contact's record in HubSpot. If the email recipient is not associated with a contact record in HubSpot, a new record will be created.

      Please note: When using the BCC address to log emails in HubSpot, a new contact record will be created for anyone Bcc'd on your sent email. However, if a recipient is Bcc'd in an email, it will not generate a new record. If the recipient is already a contact, the email will not be logged on their existing record..

       
      Requirements to log emails to the CRM using the BCC address

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

        • The user sending the email must have personal email access.
        • The email address from which you are sending the email must be one of the following:
          • A user in your account.
          • One of your connected personal emails.
          • An alias in your email client (either an alias that has been configured in your connected Gmail inbox or an alias added to your Profile & Preferences).
        • The email address of the recipient is not listed in your Never Log list.
        • If you've turned on GDPR privacy settings in your HubSpot account, you must have a legal basis to communicate with the email's recipients.

      Please note: If you manually use the BCC address in an email client without tracking, this will only log the email on a contact record in HubSpot. This will not allow you to track opens or clicks on your emails.

       

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