BCC CRM

For customers using a CRM like HubSpot, Levitate can BCC the unique email address your CRM provides for each user. The contacts in your CRM then also get the emails you send from Levitate as a note or record.

How to set up the BCC connection to your CRM

1. Click the dropdown menu under your name in the upper right corner of the Levitate dashboard and choose Integrations.

   

2. On the CRM BCC Integration card, click Manage Integration.

   

3. Enter the unique BCC email address your CRM gives you, and click Save. To add more than one address, separate them with a comma. The BCC address is a personal setting, so each user who wants their emails sent to the CRM needs to enter their own.

   

BCC an email to your CRM

Once your BCC address is saved, an extra option appears under Advanced Settings, at the bottom of the email editor, wherever the editor shows that button.

Check BCC this email to my CRM to send a copy of the email to your CRM.

Note: Unless your account is set to always BCC your CRM, check BCC this email to my CRM every time you send an email. If it isn't checked, the email isn't sent to your CRM. If your account is set to always BCC, the box is already checked and can't be unchecked, and hovering over it shows "Your account is configured to always BCC your CRM email on every send." Always BCC is an account-wide setting that only Levitate staff can turn on, so contact your Success Specialist or Levitate Support if you'd like it. Even with it on, each user still needs to save their own BCC address for their emails to be copied to the CRM.