Activity Logging
For logging Mails, Calls, Meetings etc. you can either go on the Companies or the Contacts Profil. Just click on “Log activity” (No.1)in the Contact Tool Bar. The documentation will appear in the profile on the right side (No.2).
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To have a quick briefing on previous activities you can also filter the
timeline (No.3).
After having logged an activity it is essential that you
keep yourself reminded on follow-up activities. Here you can chose
between “Create task” and “Schedule” (No.4).
For the beginning it is easier to create yourself a “Task” with a bullet point
like “call again”, “send brochure” or “check interest”. Those tasks will be
sent to your email adresse only, as a reminder on the date you set them to.
Attention
Emails can only be logged in the "Contact" Profil - not on the Company's!
You want to know how to easily log Emails - click me!
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Email Logging
To log an Email into HubSpot can be done in 2 different ways which have the same result – complete and transparent documentation :)
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Email Extension for Gmail
One way of documenting the communication with a contact is via integrating HubSpot into your Gmail Account. Therefore, a Chrome Browser is needed in order to install the fitting extension. Besides, you have to be logged-in into HubSpot in order to use this function (no. 1).
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To integrate HubSpot open the Chrome Browser -> log in on Hubspot -> Settings -> Gmail and Outlook
Once you connected your Gmail Account with HubSpot you are able to send Emails as always/usual with the benefit of having it stored in the system simultaneously. Just click on “Log in CRM” (no. 2).
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Furthermore you can track the recipients activities (no. 4) regarding the sent email and its attachment if you choose documents out of HubSpot. (no. 3) Please act very discreetly on this!
Moreover, you can time your send email to a certain time (no. 5).
