Tracking PaintScout Email Activity in Another CRM

Use the PaintScout BCC feature to log emails you send into another CRM and associate them with your customer's profile.

With the PaintScout BCC feature, managing your emails has never been easier. Now, you can effortlessly log all the emails you send through PaintScout directly into your CRM, and they will be associated with your customer's profile.

What CRMs does this work with?

The PaintScout BCC feature works seamlessly with any CRM that has BCC or forwarding email functionality. Popular CRMs like Hubspot, Zoho CRM, Salesforce, and Pipedrive are fully compatible. However, it's always a good idea to double-check with your CRM provider to ensure they support BCC capability.

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How to enable a BCC forwarding address

For this example, we will be using Hubspot. Setup will vary based on your CRM. Reach out to our support team if you have any questions about configuration!

1. First, log in to your Hubspot account and click on the setting icon in the main navigation bar. On the left-hand sidebar, navigate to Objects > Activities, and click on Email Logging. Look for the BCC Address (outgoing) and simply copy the address provided. ​

   
2. Next, let our support team know you would like to use this feature and send them your BCC email address and they will enable it for you.
3. Now, go back to your Hubspot account and click on Settings > General > Email. Look for the Configure option and select "add email alias." Here, you'll want to enter the PaintScout email: [e-mail]

   

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How does it work?

After the configuration process is complete, any emails or chat messages you receive from your customers through PaintScout will be automatically logged under their respective profiles in your CRM. This way, you'll have easy access to all the necessary information for reference and smooth communication.