Using HubSpot Email

Emailing customers from their deal record is crucial to staying as organized as possible in HubSpot
Franchisees are required to log their communication associated with a deal in that deal’s record in HubSpot
- The best way to start this process is by sending your initial email to the customer from the deal record
On the deal record page, in the left hand sidebar near the top under Pipeline are several icons that list Note, Email, Call, Log, Task, and Meet
- Click on the Email icon to bring up an email composition box
- Once you send an email, that email and the thread that follows will be logged onto the deal record automatically, even if a franchisee responds in Gmail (as long as the Hubspot integration is turned on in Gmail)

When replying to an email from a customer in Gmail, the email composition box will show, under the Subject line on the right-hand side, two checkboxes that say “Log” and “Track”.
Make sure both checkboxes are checked before you send your reply
If you need to verify whether your emails are logging to the correct place in Hubspot, click the dropdown right beside the Log checkboxes, that has a number of records listed beside it
- The dropdown will list the Contacts, Companies, Deals and Tickets that the thread is currently logged to. Make sure the appropriate boxes are checked and unchecked as needed