How to Setup an Email Integration with Hubspot
Summary
In this article we will show how to setup an integration with Hubspot where all emails that are sent to customers from The Shed App will bcc your Hubspot account. This will log the activity in you Hubspot account for your sales team to view.
Step 1: Get The BCC Email From Hubspot
Log into your HubSpot account
Navigate to Settings > Objects > Activities > Email Log & Track
Copy the bcc email address
Step 2: Paste The BCC Email in The Shed App
Log into your TSA account
Navigate to System > Settings > Company Information > Company Email Integration
Paste the email address into the CRM BCC Email field and click Apply Settings
Step 3: Test That it Works as Expected
Open the order form in an incognito window
Create a test order, be sure to use a valid email address when saving the order
After the test order is saved navigate to the Contacts page in Hubspot
You should see the email activity under the Contact page of the customer
Still not working?
Refer to HubSpot Documentation for additional setup they may be required inside your HubSpot account
Help