Log Email Conversations in HubSpot the RIGHT Way (3 Easy Options!)

Are you missing key context into what your teams are doing with prospects? Make sure you log your emails properly in HubSpot! If you have any hub or tier in HubSpot, you can utilize this feature—BUT sales teams in particular find this handy for keeping records up to date in Sales Hub. What does this mean? HubSpot has three easy ways that you can attribute email conversations to contacts, companies and deals. You can send emails directly in HubSpot, connect your email client using an extension/add-in or utilize the HubSpot BCC email. All three have unique considerations, so be sure to note what works best for your team! Need inspiration? When utilizing any one of the email logging options, consider creating a "Never Log" list in your portal. You can add in emails for IT support, outside vendors and more to ensure they never get posted into your system. REMEMBER: there are definitely emails you DO NOT want to log! In this video, your HubSpot Helper will review: • three different ways to log your emails in HubSpot • considerations, pros and cons of each logging option • why logging emails offers critical visibility for sales teams (and others!) at your company • bonus tips to improve and streamline the connection process Curious about other features made for sales teams that can actually benefit others? Check out our whitepaper to see how marketers can utilize tools in Sales Hub to make their lives easier! Download it here 👉 https://resources.kiwicreative.net/hubspot-sales-hub-marketers _____________ 🎦 About "Your HubSpot Helper" Your HubSpot Helper is a YouTube series hosted by the HubSpot experts at Kiwi Creative with one goal: to help you understand how to use all the awesome tools within HubSpot! Stay tuned for future videos that will dive deeper into HubSpot Marketing, Sales, Service, Operations and Content capabilities. Have an idea for a future video topic? Drop a comment below and you just might see it added to this playlist in the near future. _____________ 🥝 About Kiwi Creative Kiwi Creative is digital marketing agency for B2B software and technology companies. We are: • A long-time HubSpot Platinum Solutions Partner • Leaders of the HubSpot User Group for B2B Technology USA • Certified in HubSpot's Partner Scaled Onboarding program • Hosts of the "Your HubSpot Helper" YouTube Series _____________ 🚀 Ready to transform your HubSpot experience? 🚀 Discover how our custom HubSpot Action Plan can elevate your CRM, marketing and sales efforts in just one week. Act now and start your journey to HubSpot mastery today 👉 hubspotactionplan.com