#Hubspot snippets how to
#Hubspot snippets download

Your HubSpot portal is sort of like that. When youвЂ™re not vigilant though, youвЂ™re more susceptible to catching a cold or the flu. You know you need to run a sanitizing wipe over the keys to kill the grime, but youвЂ™re not always as vigilant as you should be. Every time you tap its keys, you leave remnants of your workday. Check out (and subscribe to) the 2175 Group blog for more marketing tips and tricks.Think of the keyboard on your computer or laptop - you touch it every day, you eat lunch over it, your kids and fur babies hover over it, maybe you even cry over it. Note: If you don't see your BCC to Salesforce email address in the BCC line, you may need to close and restart your email client.ДЄfter you send your email, you should instantly receive a confirmation from Salesforce.ДЄnd voilГ -now you're set to log email activity in both HubSpot and Salesforce. If you want to also see if your contact has opened or clicked a link in your email, you can check the Track email opens and clicksВ box as well.В You'll see that now, in the composer window, both the HubSpot BCC email address and Salesforce BCC email address have been added to the BCC line by default. This is where you can quickly accessВ Sequences, Templates, Snippets, Documents, and your personalized Meetings link.Д®nsure Log this email to HubSpot is checked. Once you click on the HubSpot Sales icon, you will see a right sidebar pop up with your HubSpot CRM data and Sales tools. In this example, it's located at the bottom of my email composer window. You should see the HubSpot logo in your composer window.

In this example, I'm using Office 365 (with Google Chrome). You'll now need to open your email client and verify your extension is working.

Paste your Salesforce BCC email address in the window and click Add.

Under the Extensions SettingsВ panel, you'll see Additional BCC address.В Click Manage.

On the main tab, verify that your individual email address shows as connected.

In the left sidebar, click Integrations > Email Integrations.

Click on the SettingsВ icon at the top right.

It should begin with you'll need to add that into your HubSpot Extensions settings.

Copy the value in the Your Email to Salesforce address field.

In the left sidebar, navigate to Email > My Email to Salesforce.

Click your name at the top right and choose My Settings.

Configure additional BCC Addresses in HubSpotДЇor the next step, you'll need to find your personal BCC to SalesforceВ email address.

#Hubspot snippets how to

This isn't just great for logging and tracking emails, but also lets you instantly see Contact and Company data for your contact and gives you access to Snippets and Templates you've set up inside of HubSpot.Д¬heck out this HubSpot knowledge article to learn how to install the HubSpot Sales Extension for your email client.

The HubSpot Sales Extension is an add-on that connects that brings HubSpot CRM and Sales functionality right into your email client.

#Hubspot snippets download

Download and install the HubSpot Sales Extension You'll then be prompted to choose your email provider and sign in. To do this, navigate to the SettingsВ menu and click Integrations > Email I ntegrations. If you haven't done so already, you'll need to connect your inbox to HubSpot.

If you haven't already, follow the steps in this blog post to get your HubSpot Sales tools set up first. In this guide, we'll show you how to configure your HubSpot Sales Extension track emails you send to prospects and customers and log them in both HubSpot and Salesforce. While HubSpot can log meetings that are scheduled or marketing email engagement in Salesforce (handled by creating new tasks with specific task types for the activities), there isn't an easy way to sync sales emails between the two systems. However, it starts to get a bit messy when it comes to logging activity in both systems. The HubSpot and Salesforce integration natively connects a variety of Contact, Company, and Deal properties.