How do you record emails in the CRM if you’re using the HubSpot Sales email extension?

✅  The correct answer is:

Check the “Log in CRM” checkbox when you’re composing an email.

Question:

How do you record emails in the CRM if you’re using the HubSpot Sales email extension?

Solution:

  • Check the “Log in CRM” checkbox when you’re composing an email.
  • Select the emails you want recorded and then click the “Save in CRM” button.
  • All of your emails will automatically be recorded as long as the “Record My Emails” setting is turned on.
  • Add your portal’s BCC address to the BCC line of your emails.