HubSpot + Salesforce + Pipedrive
Add emails to your CRM
Add any email to your CRM in seconds, without leaving your inbox. It works with every email provider, and there is nothing to install or set up.
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 as a note on the record from your instructions, and the sender is added as a new contact if they are not there yet.
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 AI email assistant that turns email into action in 144+ of the apps you use every day.
Works with any email
Compatible with any personal or professional email provider. Gmail, Outlook and more.
144+ apps
Works across the apps you already use, with more added every month.
Setup in seconds
Nothing to install and no workflows to build. Sign up, forward an email, and it runs.
Secure & private
ForwardThis only acts on the emails you send it, and the email is deleted within 24 hours of the work being done.
Try it with a real email.
Forward any email to the address below to 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 in the same forward, with the email logged on them. Creating the contact itself, with the details it picks up and how each CRM handles a duplicate, has a page of its own.
- 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.