Streamline Your Workflow with HubSpot Invoice for Quality Assurance

Hubspot invoice for Quality Assurance

if you use QuickBooks for invoicing your customers I want to show you how you can get all of those emails and invoices to log into your CRM system the particular one I'm going to be showing today is HubSpot so if you use HubSpot you can follow along exactly but if you use a different CRM most crms have a BCC email address that's specific to your account and you can add that into the settings and QuickBooks so that every time you send an email to a customer it shows up inside of your activity feed and what I'm talking about specifically here is if I have a contact record inside of my HubSpot account and I send an email to that person I want to be able to or sorry if I send an invoice from QuickBooks to that person I want to see that invoice show up in the activity feed so the way that you do that is navigating over to our settings here we're going to click the setting and then click on account and settings then we're going to go to sales scroll down here to messages and then in the messages section it says blind copy new invoice to address so that's that what's the address we want to send that to and to get that you're going to open up the settings of your HubSpot account so I'm going to do that here and we go to uh General email email logging settings and then right here it says the BCC address so you're going to copy that uh email address there and then back over here I can paste in that address and then you're going to hit save and once you have saved that then you can click done and now we're going to test if this indeed worked so I'm going to click edit and go over to review and send and now you can see that first of all there is the default address filled out there which is great and I want to click send invoice so I just sent it now I can go back over to my contact record here it might take a second so we're going to refresh here and see if it showed up yet might take a little longer so we'll give it a minute and then refresh one in so I pop in here and you can see in the activity feed sent May 17th there is the email just makes it a little bit easier to see those conversations and communication that's happening with your client directly in line of the activity feed thanks so much for watching if you're new here my name is Chris I'm the owner of Boolean automation we are a consulting company that specifically works with home service and painting companies to automate and streamline their business processes the product that is most popular is a review software that we've built called Boolean and it is a Google review generating tool that automates the process of sending out requests and and reminding people and also making it super easy with some really creative AI features and some other Integrations with Home Service popular softwares to get you the most Google reviews based on the conversion rate that we get of completed projects turning into Google review so if that's of Interest click the link down below and we' be happy to show you a demo