CRM Sync
Connect Brew with your CRM to track email engagement and align marketing with sales
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.
How to Set Up CRM Sync
- Find your CRM’s tracking email address (usually provided in your CRM settings)
- Enter this address in the designated field in Brew
- 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.
Popular CRM Integrations
Salesforce
Salesforce
Record all outgoing emails and automatically add contacts to Salesforce using your pre-generated Email to Salesforce address.
- In Salesforce, navigate to Setup > Email > Email to Salesforce
- Find your unique BCC email address
- 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.
HubSpot
HubSpot
Log all outgoing emails and add new contacts to HubSpot using your pre-generated BCC address.
- In HubSpot, go to Settings > Properties & Data > Email Forwarding
- Find your unique BCC email address
- 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.
Other CRMs
Other CRMs
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.
Need Help?
Our team is ready to support you at every step of your journey with Brew. Choose the option that works best for you:
Search Documentation
Type in the “Ask any question” search bar at the top left to instantly find relevant documentation pages.
AI Assistant Chat
Click the sparkle ✨ icon next to the “Ask any question” search bar in the top left to chat with our AI assistant that’s been trained on our entire documentation.
ChatGPT/Claude Integration
Click “Open in ChatGPT” at the top right of any page to analyze documentation with ChatGPT or Claude for deeper insights.
Search Documentation
Type in the “Ask any question” search bar at the top left to instantly find relevant documentation pages.
AI Assistant Chat
Click the sparkle ✨ icon next to the “Ask any question” search bar in the top left to chat with our AI assistant that’s been trained on our entire documentation.
ChatGPT/Claude Integration
Click “Open in ChatGPT” at the top right of any page to analyze documentation with ChatGPT or Claude for deeper insights.
Schedule a Call
Book time with our founders for personalized guidance on strategy, best practices, or complex implementation questions.
Call Us Directly
Need immediate assistance? Reach us at +1-(332)-203-2145 for urgent issues or time-sensitive questions.
Slack Channel
Our preferred support channel. You’ll receive an invite after signup for direct founder support and fast responses.
Email Support
Contact us at [email protected] for detailed inquiries or if you prefer not to use Slack.