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Track Jointflows Emails in Hubspot

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:

  1. Set the Hubspot BCC Address on your Jointflows Profile
  2. 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.