HubSpot + Salesforce + Pipedrive
Add emails to your CRM
Add any email to your CRM in seconds - without leaving your inbox. No complex setup. No apps to install. Compatible with every email provider.
Priya Shah
Fwd: Renewal pricing
Your instructions
Log this on the Hartley & Co account.
HubSpot
Log the renewal enquiry
Hartley & Co account
You receive a confirmation email once complete, with an undo button that works for 24 hours.
Setup in 30 seconds.
How it works
Forward the email to your ForwardThis address with some simple instructions, like "log this on the Hartley & Co account".
The email is logged on the right record as per your instructions. ForwardThis can log it as a note, add the sender as a new contact, or create the follow-up task in the same forward.
You receive a confirmation email containing a link to the record, plus an undo button if something doesn't look right.
What is ForwardThis?
ForwardThis is an ops assistant for your inbox. It turns email into action, without the hassle. Compatible with over 145+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
145+ apps
Works across all the apps you already use every day. With more being added every month.
Setup in seconds
No complex setup, apps to install or workflows to build. Sign up, forward, done.
Secure & private
ForwardThis only acts on the emails you send it, and no data gets retained after actions have been completed.
Try it with a real email.
Forward any work email to the address below and see what ForwardThis can do. No signup required.
Occasional product emails may follow.
FAQs
- How do I add an email to my CRM?
- Forward the email to your ForwardThis address with some simple instructions, like "log this on the Hartley & Co account". ForwardThis logs it on the right record and replies to confirm with a link. The first time, you will need a free ForwardThis account with your CRM connected - it takes about 30 seconds.
- Which CRMs does it work with?
- HubSpot, Salesforce and Pipedrive. The forward is identical in each: the email is logged on the matching record, and the confirmation links straight to it.
- How does it find the right record?
- By email address, usually. The forwarded sender's address identifies the contact on its own, or your instructions can point at a different account, deal or person.
- What if the sender is not in the CRM yet?
- ForwardThis can add them. Ask for it in your instructions and the contact is created from the email's details, with the email logged on them in the same forward.
- Don't CRMs have their own logging addresses?
- Most do. HubSpot has a forwarding address, and Salesforce and Pipedrive each have a BCC address that files a copy of the email onto the matching record. If a raw copy is all you need, use them. ForwardThis logs the email the way you ask, and can add the contact, the deal or the follow-up task in the same forward.
- Does it work with Outlook and other email apps?
- Yes. ForwardThis works with any email provider: Gmail, Outlook, Apple Mail and everything else. If it can forward an email, it works.
- What happens to my email afterwards?
- It gets deleted. ForwardThis holds your email briefly in case you press undo, then removes it completely. Nothing is stored long term.