BCC CRM

For customers using a CRM like Hubspot, Levitate has the ability to BCC the unique email provided by the CRM for each user, so that the contacts in the CRMs will also have the Levitate sent emails as a note or record.

How to set up the BCC connection to your CRM

Navigate to the menu under your name in the upper right corner of the Levitate dashboard and choose Integrations

From there, choose Manage Integration on the CRM BCC Integration card

Then, enter the unique email provided by your CRM that is your BCC email, and Save

Multiple CRM BCC email addresses can be added here— they must be separated by semicolon or comma to be recognized as two distinct email address

Then, for every email campaign, you will see the additional option under Advanced Setting to turn on BCC.

Please note that this checkbox must be checked every time an email is sent or the BCC will not work