- Add your portal’s BCC address to the BCC line of your emails.
- Copy the body of the email and paste it into a note in the CRM.
- Use the CRM’s “import” feature to import the messages into the CRM.
- You cannot record emails in the CRM without using the email extension.
Home HubSpot Sales Software Certification Exam How do you record emails in the CRM if you are NOT using the HubSpot Sales email extension?