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Coming Soon — CRM sync is currently in closed beta with a small group of users. Please reach out if you’d like access.

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How CRM Sync Works

Auto BCC automatically sends a blind carbon copy (BCC) of every email to your CRM system’s tracking address. This allows your CRM to:
  • Log all email communications in contact records
  • Maintain a complete history of customer interactions
  • Connect email engagement with sales opportunities
  • Create a single source of truth for customer communications
The Auto BCC feature works with campaigns and automations, but is not available for transactional emails. This helps maintain the highest possible deliverability for your critical transactional communications.

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How to Set Up CRM Sync

  1. Find your CRM’s tracking email address (usually provided in your CRM settings)
  2. Enter this address in the designated field in Brew
  3. Save your changes
Keep the Auto BCC field populated with your CRM’s tracking address to maintain functionality. Removing this address will prevent email engagement data from appearing in your CRM.
Record all outgoing emails and automatically add contacts to Salesforce using your pre-generated Email to Salesforce address.
  1. In Salesforce, navigate to Setup > Email > Email to Salesforce
  2. Find your unique BCC email address
  3. Copy this address into the BCC email address field in Brew’s CRM Sync settings
For optimal synchronization, ensure your sender email address is registered as a user in your Salesforce organization.
Log all outgoing emails and add new contacts to HubSpot using your pre-generated BCC address.
  1. In HubSpot, go to Settings > Properties & Data > Email Forwarding
  2. Find your unique BCC email address
  3. Copy this address into the BCC email address field in Brew’s CRM Sync settings
For best results, make sure your sending domain is verified in HubSpot and that your sender email is associated with a HubSpot user account.
Most modern CRMs offer email tracking capabilities through a dedicated BCC address. Look for features like:
  • Email forwarding
  • Email tracking
  • Email to CRM
  • Email capture
Once you’ve found your CRM’s tracking email address, add it to your Brew settings to enable synchronization.
Some CRMs may require additional configuration, such as adding your sender email to an allowlist or registering it as a user in the system. Check your CRM’s documentation for specific requirements.

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