How do I send and track an email to a contact?

Send the email to the contact from within HubSpot — or from your inbox if your email is connected — so it logs to their record and you can see when they open or reply.

Sending through the CRM (rather than a plain email) does two useful things: it keeps a record of the conversation on the contact's timeline, and it lets you see engagement so you know when to follow up.

• Templates and snippets — if your team has saved common emails, you can send them in seconds instead of retyping.
• Tracking — you'll see opens and replies, a helpful nudge for timing your follow-up.
• Connected inbox — if your email is connected, replies can log automatically. Ask your admin whether yours is set up.

This is the right tool for one-to-one emails to someone you're working with. Large marketing sends to many people at once are a different feature — check with your admin before emailing big lists.