Step 1: Open Mailbutler
Open the Mailbutler Sidebar:
👉 Gmail
👉 Outlook
Step 2: Connect your CRM
Go to Account & Preferences → Integrations and connect your HubSpot or Salesforce account to Mailbutler.
🔔 Note: Salesforce users: To view Mailbutler insights in Salesforce, you'll also need to install the Mailbutler Salesforce integration. Installation requires Salesforce administrator permissions.
Step 3: Send tracked emails
Send emails with Email Tracking (and Link Tracking) enabled.
Step 4: View tracking insights in your CRM
Open the relevant contact your CRM to view Mailbutler's tracking insights. You can find these insights in the contact's Activity section in HubSpot or Salesforce.
Hubspot:
Salesforce: