Hubspot Sidekick For Outlook How To Track And

With the track feature enabled, you can receive real-time notifications when a contact opens your email.

You can also choose to log the email to the contacts record in HubSpot to keep a record of all past communication for your team to reference.

You can also customize your extension settings to disable this functionality for a specific message or for specific contacts or email domains.

Any existing contacts who have not granted a lawful basis for data processing will be tracked anonymously.

To track emails, HubSpot inserts a one-pixel tracking image into the email after it is sent.

I f you have the HubSpot Sales for Windows tray app installed or if youre using Chrome with the HubSpot Sales Chrome extension, youll receive a real-time notification on your desktop when a contact opens the tracked email.

HubSpot records tracked email opens and clicks in the activity feed.

Logged emails do not give you insight into open or click information.

That way, youll have a record of the email communication and open information in HubSpot.

Hubspot Sidekick For Outlook How To Track And

I f you are using the Office 365 add-in, learn how to track and log emails with the Office 365 add-in in this guide: Track and log emails with the Office 365 add-in.

Emails sent from an additional email address will only log to HubSpot when logging is enabled if the email address is connected to HubSpot or added as an alias in your profile preferences.

Click the dropdown menu below the contacts name to see when the recipient opened your email.

You will also see a history of the contacts activities listed in the dropdown menu.

If not, youll only see activity in your HubSpot activity feed.

To access your activity feed from the Chrome extension, click the HubSpot sprocket icon sprocket in the upper-right corner of your Chrome browser.

If youve installed HubSpot Sales for Windows, click the HubSpot sprocket icon sprocket in your Windows tray.

Or you can add these email addresses and domains in your add-in settings.

Your email will still be delivered successfully to the contact, but you will not see the email logged to their record.

If theres an ongoing email conversation, click View thread to see all of the emails in the thread.

Hubspot Sidekick For Outlook Mac