Quick summary
This demo shows how to send and track emails directly from a HubSpot contact record, so every message is automatically logged in the activity timeline. Sales teams can monitor email status in real time without leaving HubSpot CRM.
Steps
- Log in to your HubSpot account and navigate to your main dashboard.
- Click CRM from the left sidebar, and select Contacts from the list.
- Click a specific contact name to open the contact record.
- In the contact panel, click the Email button under the contact name.
- The email composer will open on the right panel — enter your email details, review the message, and click Send to deliver it.
- After sending, scroll to the activity timeline section to confirm the email was captured.
- Your emails are now logged in the contact timeline, and you can track their status directly in HubSpot.
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