Email tracking & followups in Sales Hub
Sent, watched, and followed up.
The Sales Hub agent watches every deal after send. Opens, clicks, and revisits stream back to HubSpot, and a followup sequence triggers if the buyer goes quiet or views pricing.
Install on HubSpot
Built by Portant, trusted by 40,000+ teams
Tracking that triggers the followup
Looking for email tracking and followups inside Sales Hub? The agent watches every deal after send and fires a followup when the buyer goes quiet.
Follow up at the moment of peak interest
See exactly when a prospect opens your quote or revisits a proposal. Reach out while they're engaged instead of guessing from silence.
Every interaction synced back to the deal
Opens, clicks, and revisits tie back to the HubSpot deal record automatically. Reps, managers, and RevOps all see the same engagement picture without switching tools.
Leaders track status without chasing updates
Pipeline reviews surface which proposals got traction and which went cold. Managers spot stalled deals and strong signals without asking reps for updates.
“Portant saved our sales team countless hours every week automating documents.”
How tracking flows into the HubSpot deal
Every signal lands on the deal record in HubSpot, so the next step is informed by what the prospect actually read.
Full visibility into every document
See exactly when a prospect opens your quote, clicks a link, or revisits a proposal. The agent flags engagement so reps stop guessing.
Send from the mailbox your team already uses
Deliver documents through Gmail or Outlook without jumping between tools. Reps stay in their flow and prospects see a familiar sender.
Follow-ups happen automatically
Tracking is built into proposals, quotes and contracts the agent sends from HubSpot. No manual step. Just send and measure.
Never lose track of a follow-up
Reach out the moment a prospect reopens a quote instead of relying on a fixed cadence that ignores real interest.
Leaders track status without chasing updates
Managers see which deals have real document engagement at a glance, so no one needs to chase reps for updates before a pipeline review.
How to get started with email tracking and followups in HubSpot
01
Connect your mailbox
Link Gmail or Outlook so documents send from the accounts your team already uses.
02
Generate the document
Create a proposal, quote, or contract from the deal record with live HubSpot data merged in.
03
Send with tracking enabled
The agent sends with open and click tracking built into the outbound message.
04
Followups fire on real signals
See opens and clicks as they happen, and let the agent fire a followup the moment a buyer goes quiet.
Frequently asked questions about email tracking & followups
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Approval workflows
Route documents through the right approvers before they reach the client
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Output management
Every document saved, named, and synced to HubSpot automatically
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Portant AI
AI that drafts the next document for every HubSpot deal
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