How To Do Hubspot Outlook Email Tracking?

HubSpot is a sales & marketing platform that can make companies work more efficiently. The feature in HubSpot works when your contacts open your emails and keeps track of the emails. HubSpot will insert a tracking image into the email you are sending. Usually, the Outlook add-in will appear in any email address configured in the Outlook account. The outgoing emails from these accounts will be tracked if the tracking email option is enabled. To know how to do Hubspot Outlook email tracking, keep reading the instructions given below.

Step 1: Before you begin, download and install the HubSpot Sales Outlook desktop add-in on your computer to monitor and keep records of your emails received by your recipients.

Step 2: Next, launch the Outlook app by clicking its shortcut icon on the desktop.

Step 3: Compose a new email message in Outlook and fill the recipient, subject line, and email body.

Step 4: Navigate to the top-right corner of the screen and select the Track Email checkbox in the ribbon bar.

Step 5: After selecting the email tracking option, click Send to track the email you are sending to your recipient.

Step 6: You can quickly track the email status in your activity feed in HubSpot as Sent before the recipient opens the email.

Step 7: You can also view how your contacts are engaging with your tracked emails from the Chrome extension.

Step 8: To view the activity feed from the Chrome extension, launch Google Chrome and click the HubSpot icon at the top-right corner of the screen.

Step 9: If you have installed HubSpot Sales for Windows, click its icon at the system tray.

Step 10: If you wish to log an email and add new contacts to your HubSpot from a logged email, the sender’s email address in an email client must be a user in the account, once of the connected email addresses, or an alias in your email client.

Step 11: Select the Log to CRM checkbox in the Outlook ribbon records contact’s activities and communication with your team.

Step 12: If you have any difficulties using Hubspot Outlook email tracking, click the Call button to reach out to our technical experts.