CRM Integration

How to integrate with your favorite CRM, like Salesforce or Hubspot?

How to log emails in your CRM that you send with Mailmeteor

To log emails sent with Mailmeteor, you will need to find your unique BCC address provided by your CRM. You will put this address as a BCC recipient when sending emails from Mailmeteor.

Using Hubspot with Mailmeteor

You can use the HubSpot BCC address to log emails sent from Mailmeteor in your CRM. Emails that are logged to HubSpot using the BCC address will include the email content and any attachments included in the email.

  1. In your Google Sheets, add a column "bcc" for BCC recipients

  2. Add the Hubspot BCC address to the column "bcc"

Using Salesforce with Mailmeteor

Salesforce offers a feature called Email to Salesforce to automatically relate those emails to your Salesforce leads, contacts, opportunities, and other specific Salesforce records.

  1. Find your user name at the upper right corner of the window and select the drop down bar.. From there, click Setup > My Settings.

  2. Now, select the Email tab and My Email to Salesforce.

  3. On this page, you will see the BCC address

  4. Now, go to Google Sheets, add a column "bcc" for BCC recipients

  5. Add the Salesforce BCC address to the column "bcc"