When email messages are sent via the Jointflows Platform, you might want to also track those as Email activities in Hubspot.
Doing so is a simple 2 steps setup:
- Set the Hubspot BCC Address on your Jointflows Profile
- Set the Jointflows sending address as an Alias in Hubspot
1. Setting the Hubspot BCC address on your Jointflows Profile.
- In Hubspot click the settings icon in the top navigation bar.
- In the left sidebar menu, navigate to Objects > Activities.
- Click the Email Log & Track tab.
- In the Manual Logging section, click Copy next to the BCC Address (Outgoing) field.
More information here: https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with-the-bcc-or-forwarding-address
- In Jointflows click your profile bottom left of the screen
- Paste email address from Hubspot in the BCC field
- Click Save
2. Setting the Jointflows sending address as an Alias in Hubspot
- In HubSpot visit the Profile and preferences screen and switch to the Email tab
Click on the Add email alias link
In the popup, set the following email address: postmaster@email.appjointflows.com
- Click Save
That's it, emails will appear in the activities section of the company/contact associated with the recipient of the message.