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Logging Emails in Your CRM via BCC (e.g., HubSpot, Salesforce)

Automate personalized emails with Autobound. Send via Gmail/Outlook; auto-log to your CRM (HubSpot, Salesforce) using BCC.

Joyce Frias avatar
Written by Joyce Frias
Updated over a week ago

Demo Video

Watch a full demo of configuring BCC logging for your CRM:
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Step 1: Configure Your Autobound Export Settings

First, you'll set up your campaign's export column in Autobound to send emails directly through your email service.

  1. Add an Export Column:

    • In your Autobound campaign, navigate to the Prospects tab.

    • Click to "Add an export column."
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  2. Select Your Sending Method:

    • Choose "Send via Gmail" or "Send via Outlook," depending on your integrated email service.

    • Select your preferred sending preference: "logged end user" (if you want it to appear as sent from the user who added the prospect to the campaign) or "dedicated account" (if sending from a single designated account).

    • Confirm your selection.


Step 2: Retrieve Your CRM's BCC Address (e.g., HubSpot, Salesforce)

To ensure emails sent from Autobound via your email service are logged in your CRM, you'll need its unique BCC address. Most CRMs provide a dedicated email address for logging communications.

  • Locate Your CRM's BCC Address:

    • For HubSpot:

      • In your HubSpot account, go to Settings (gear icon) in the top navigation bar.

      • In the left sidebar, under "Objects," select Activities.

      • Locate and copy your unique BCC address from this page.

For more detailed information, refer to HubSpot's guide: How to log emails in your CRM with the BCC or forwarding address

  • For Salesforce:

    • Go to your Profile icon (top right) and select Settings.

    • In the Quick Find box, search for and select "My Email to Salesforce."

    • Locate and copy your "Email to Salesforce Address."

    • Important: Select "Automatically assign them to related salesforce.com records" and click Save. This ensures proper logging.

For a detailed walkthrough on setting this up, see this tutorial: How to BCC Emails to Salesforce

  • For Other CRMs:

    • Consult your CRM's documentation for instructions on finding your unique email logging or BCC address.
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Step 3: Add the BCC Address to Autobound

Finally, paste your CRM's BCC address into Autobound's integration settings.

  1. Go to Autobound Settings:

    • In Autobound, navigate to Settings (usually accessible from the main dashboard).

  2. Access Integrations:

    • Select Integrations in the settings menu.

  3. Configure Gmail/Outlook Integration:

    • Choose your integrated email account type (Gmail or Outlook).

  4. Add CRM's BCC Address:

    • In the designated field, paste the BCC address you copied from your CRM.

  5. Save Changes:

    • Click Save to apply the settings.

Outcome

Now, whenever you add prospects to your Autobound campaign and send emails through your connected Gmail or Outlook account, they will automatically be logged as activities against the respective prospect records within your CRM, allowing for centralized tracking without needing to use your CRM's native sequencing for sending.
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Relevant Articles

For information on an alternative end-to-end workflow, including automated import, content generation, and direct export to trigger HubSpot sequences, refer to:

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