You can get your Salesforce BCC address by following these steps. You can access this setting in HubSpot by going to settings > General > Email > Manage additional BCC addresses (all the way at the bottom). You can keep the HubSpot extension and log all to Salesforce via HubSpot when by BCC'ing them to the Salesforce BCC address by default. Then, you can use the forwarding address to add your emails to the lesser-used CRM when needed.Īnother approach would be the "addition BCC address" feature in HubSpot. Once installed, it will automatically sync email, contacts, tasks and more between Salesforce and Outlook. If that were the case, I'd use the plug-in that you use most (ie 90% Salesforce, 10% HubSpot) and keep the plug-in that you're using the most installed and uninstall the other one. Salesforce for Outlook As with the Gmail equivalent, Salesforce for Outlook is a simple plugin. One use case I could see is if you have leads in HubSpot and customers in Salesforce with no overlap and you need to communicate with them both via email. Usually, that location is HubSpot as not all leads always need to go to Salesforce but all workable leads need to be in HubSpot. I usually recommend that clients pick a system of record for communications and track all emails to one location. Meaning, It's not just Salesforce + HubSpot, it's any email tracking plug-in + any other email tracking plug-in. It's not designed to switch back and forth with another email tracking plug-in.
Hi The HubSpot email plug-in takes over your inbox and enables you to log, track, etc.
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