How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

✅  The correct answer is:

Add your portal’s BCC address to the BCC line of your emails.

Question:

How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

Solution:

  • Add your portal’s BCC address to the BCC line of your emails.
  • Copy the body of the email and paste it into a note in the CRM.
  • Use the CRM’s “import” feature to import the messages into the CRM.
  • You cannot record emails in the CRM without using the email extension.