How To Track Emails In HubSpot?

How To Track Emails In HubSpot?

HubSpot is an email tracking tool that notifies you when your email has been viewed by the recipient to whom you have sent it. A logged email is recorded on the recipient's contact timeline in HubSpot. You can keep a record of your email communication with a prospect in HubSpot. To know how to track emails in HubSpot, keep reading the instructions given below.

  • Step 1: First, open the default browser on your computer after ensuring that you have a standard Internet connection.
  • Step 2: Visit the official Gmail sign-in page and enter your login credentials in the required field to access your email account.
  • Step 3: Once you are logged in, click the Compose button on the top left to compose a new email.
  • Step 4: In the pop-up window, enter your recipient's email address and fill in the subject as well as the email body.
  • Step 5: Check the Track checkbox and click the Send button to send the message from your mailbox.
  • Step 6: Now, the HubSpot tool will notify in your activity feed that an email has been sent.
  • Step 7: To access your activity feed, click the HubSpot sprocket icon in the top-right corner of your browser.
  • Step 8: When your recipient opens the email, you will get notified with real-time pop-up notification.
  • Step 9: To know when your recipient has opened the email, navigate to the activity feed and click the Show all activities drop-down menu underneath the contact's name.
  • Step 10: You can see a history of the recipient's activities.
  • Step 11: To view the emails logged in HubSpot, navigate to your contacts, companies, or deals on your HubSpot account. If you are unable to login HubSpot account, check out this section.
  • Step 12: Click on the name of the record and locate the logged email on the timeline.
  • Step 13: Once you have selected the email, you can edit the associated company records, pin the email to the top, delete the email activity, see specific information about the email sent, and even view the full email body. If you still have any query regarding how to track emails in HubSpot, click the call button available on the screen.

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