Internal use
Log forwarded email in HubSpot > Dynamics
Process
For every sales-related email received via info@alfen.com:
- Forward the email to: 25195078@forward.eu1.hubspot.com
- Submit the form on this page
- Forwarding emails directly to sales colleagues is not necessary.
What happens after submission?
(For those interested in the background process)
- Submitting the form automatically creates a contact in HubSpot with the submitted information
- Forwarding the email ensures the email conversation is logged to that HubSpot contact
- HubSpot then creates a new lead in Dynamics
- The sales team will take over the lead and handle further follow-up