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Send a tracked email in your email application

Send a tracked email using the HubSpot Sales extension in Gmail to manage recipient information and enhance your email communication within your CRM workflows.

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·8 steps·105 views·Published

Send a tracked email using the HubSpot Sales extension in Gmail to manage recipient information and enhance your email communication within your CRM workflows.

Step-by-step Guide8 steps
  1. Click here to view more options

    Clicking this link will reveal additional settings or features relevant to your current context in Gmail, enhancing your management capabilities.

    Click here to view more options
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  2. Click the Turn on button

    Activating the HubSpot Sales extension will enable your sales tools and CRM features within your Gmail inbox, enhancing your workflow and productivity.

    Click the Turn on button
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  3. Click the Compose button

    This action opens a new message window where you can create and send an email.

    Click the Compose button
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  4. Click the To recipients field

    Clicking this field allows you to enter the email addresses of the recipients for your message. You can add multiple addresses separated by commas for sending to multiple recipients.

    Click the To recipients field
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  5. Enter the recipient's email address

    In the 'To' field of the New Message window, type the email address of the person you wish to contact. This will ensure the email is directed to the correct recipient.

    Enter the recipient's email address
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  6. Click the Subject field

    After clicking the Subject field, you can enter the subject line for your email draft. This will allow the recipient to understand the main topic of your message.

    Click the Subject field
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  7. Type Click the email address to view details

    Clicking the email address will open the recipient's HubSpot contact profile, allowing you to view and update their information as needed.

    Type Click the email address to view details
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  8. Click the email address to edit contact info

    Clicking the email address opens the recipient's contact profile, allowing you to update and manage their information.

    Click the email address to edit contact info
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