How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?

  • Add your portal’s BCC address to the BCC line of your emails.
  • Copy the body of the email and paste it into a note in the CRM.
  • Use the CRM’s “import” feature to import the messages into the CRM.
  • You cannot record emails in the CRM without using the email extension.

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