How To Forward Emails To Hubspot

In today’s rapidly changing business world, having strong email management skills is essential. HubSpot, a widely used CRM platform, is a valuable tool for simplifying this task. One of its main functions is the ability to directly forward emails to it. This enables you to keep all important communication related to your business or clients organized in a single location. Let’s explore how you can forward emails to HubSpot.

Setting Up Your Forwarding Address

Before forwarding emails to HubSpot, you must first set up a forwarding address. To do this, follow these steps:

  1. Sign into your HubSpot account
  2. Click on your account name at the top right corner
  3. Select Profile & Preferences
  4. Under Email, click Forwarding Address
  5. Click on Set Up Forwarding

HubSpot will now show you a unique email address that you can use to forward your emails. Copy this address and keep it handy.

Forwarding Emails from Your Mail Client

Once you have your unique HubSpot forwarding address, you can now forward the emails from your email client. Whether you use Gmail, Outlook, or any other email service, the process is largely the same:

  1. Open the email you want to forward
  2. Click on Forward or Forward Email (this may vary depending on your email client)
  3. In the ‘To’ field, paste the unique HubSpot forwarding address you copied earlier
  4. Click Send

The forwarded email will now appear in your HubSpot CRM, associated with the contact who sent the original email.

Advanced Email Forwarding

If you want all your future emails from a particular address to be automatically forwarded to HubSpot, you can set this up in your email client’s settings. The exact steps for this will vary depending on your email client. However, the basic steps are as follows:

  1. Go to the settings of your email client
  2. Look for the Forwarding or Filters section
  3. Create a new rule or filter to automatically forward emails from a specific address to your unique HubSpot forwarding address

Remember, forwarding all emails from a particular address will mean that every single email, including those not related to business, will appear in your HubSpot CRM. Be careful when setting up automatic forwarding.

Wrap Up

Forwarding emails to HubSpot can keep your inbox organized and ensure you never miss an important correspondence. Now that you know how to do it, you can enjoy a cleaner, more organized email experience.