This article will supply a SOP on how our clients can manually log activity in HubSpot.
How to Manually Log Activity in HubSpot
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Access HubSpot:
Open your web browser and navigate to the HubSpot login page.
Enter your credentials (username and password) to log in to your HubSpot account.
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Open Contact Record:
From the HubSpot dashboard, locate and click on the "Contacts" tab in the main navigation menu.
Search for the specific contact record by typing the contact's name, email, or other identifying information in the search bar and press "Enter."
Select the correct contact from the search results to open the contact record.
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Reordering Buttons:
Within the contact record, scroll down to the "Communications" section.
To reorder the buttons, click on the "Actions" dropdown menu, represented by three vertical dots, located at the top right corner of the "Communications" section.
Select "Reorder" from the dropdown menu. d. Drag and drop the buttons to arrange them in the desired order. e. Click "Save" to save the new button order.
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Logging an Email:
Within the contact record, scroll down to the "Communications" section.
Click on the "Log an email" button, represented by an orange envelope icon.
In the pop-up window, enter the recipient's email address in the "To" field. d. Add a relevant subject line for the email in the "Subject" field. e. Compose the email content in the provided text box.
Optionally, you can use the formatting options to customize the email.
Click the "Log" button to save the email in the contact's communication history.
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Logging a Text:
In the contact record, navigate to the "Communications" section.
Click on the "Log a text" button, represented by an orange speech bubble icon.
In the pop-up window, enter the recipient's phone number in the "To" field.
Compose the text message content in the provided text box.
Optionally, you can use the formatting options to customize the text.
Click the "Log" button to save the text message in the contact's communication history.
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Logging a LinkedIn Interaction:
Scroll down to the "Communications" section of the contact record.
Click on the "Log a LinkedIn message" button, represented by an orange LinkedIn icon.
In the pop-up window, provide a brief summary of the LinkedIn interaction in the "Summary" field. d. Optionally, you can copy and paste the conversation content into the "Message" field.
Click the "Log" button to save the LinkedIn interaction in the contact's communication history.
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Logging a Call:
Within the contact record, navigate to the "Communications" section.
Click on the "Log a call" button, represented by an orange phone icon.
In the pop-up window, enter the details of the call, such as the date, duration, and call outcome.
Optionally, you can add notes or additional information about the call in the "Notes" field.
Click the "Log" button to save the call details in the contact's communication history.
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Logging a Whatsapp Message:
Scroll down to the "Communications" section of the contact record.
Click on the "Log a Whatsapp message" button, represented by an orange Whatsapp icon.
In the pop-up window, enter the recipient's phone number in the "To Logging a Whatsapp Message:
Scroll down to the "Communications" section of the contact record.
Click on the "Log a Whatsapp message" button, represented by an orange Whatsapp icon.
In the pop-up window, enter the recipient's phone number in the "To" field.
Compose the Whatsapp message content in the provided text box. e. Optionally, you can use the formatting options to customize the message.
Click the "Log" button to save the Whatsapp message in the contact's communication history.
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Logging Postal Mail:
In the contact record, navigate to the "Communications" section.
Click on the "Log postal mail" button, represented by an orange envelope icon.
In the pop-up window, enter the details of the postal mail, such as the date sent and a brief description.
Optionally, you can attach relevant files or documents related to the postal mail.
Click the "Log" button to save the postal mail details in the contact's communication history.
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Logging Notes, Tasks, and Meetings:
Within the contact record, scroll down to the "Activity" section.
To log a note, click on the "Log a note" button, represented by an orange notepad icon.
In the pop-up window, enter the details of the note, providing relevant information or updates.
Click the "Log" button to save the note in the contact's activity history.
To log a task, click on the "Log a task" button, represented by an orange checkbox icon.
In the pop-up window, enter the task details, including due date, priority, and description.
Click the "Log" button to save the task in the contact's activity history.
To log a meeting, click on the "Log a meeting" button, represented by an orange calendar icon.
In the pop-up window, enter the meeting details, such as date, time, duration, location, and attendees.
Click the "Log" button to save the meeting in the contact's activity history.
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Verify and Review:
After logging the email, text, LinkedIn interaction, call, Whatsapp message, postal mail, notes, tasks, or meetings, ensure that the communication or activity appears correctly in the contact's communication and activity history within the HubSpot CRM.
Review the details for accuracy, including dates, content, and any associated attachments or notes.
Note: It is essential to regularly review and update the contact records in HubSpot to maintain accurate and up-to-date communication and activity logs.