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Track receivables conversations in HubSpot automatically using Chaser

Track receivables conversations in HubSpot automatically using Chaser

Keeping a complete record of your customer communications is essential in accounts receivable—especially when multiple teams are involved in chasing, following up, or reviewing a debtor's status. For finance teams using Chaser and sales or customer teams working out of HubSpot, this used to mean switching between tools, searching through inboxes, or asking around for updates. Not anymore.

Chaser's new HubSpot email logging feature gives you a smarter, faster way to keep debtor communication fully visible—without manual copy-pasting or switching tabs. Now, you can automatically log emails sent from Chaser, and replies to your Chaser emails, in your HubSpot CRM, giving everyone in your business a clearer view of payment conversations.



Why visibility into debtor communication matters

Accounts receivable doesn’t operate in isolation. Payment conversations often touch multiple parts of the business—from the finance team sending reminders, to the account manager trying to understand a customer’s delay, to customer success needing to check whether someone’s been followed up.

If your teams use different systems, this often leads to:

  • Duplicate work
  • Missed communication
  • Poor customer experiences
  • Lack of clarity in reporting or team handovers

By logging receivables emails from Chaser directly into HubSpot, this new feature bridges the gap between finance and commercial teams—making collaboration easier and reducing the admin burden on everyone.

 

What is HubSpot email logging?

The HubSpot email logging feature allows Chaser users to automatically log outgoing email reminders, follow-ups, and replies into the associated HubSpot contact record.

This is done using HubSpot’s unique BCC (or CC) address, which you paste into your Chaser email logging settings. Once set up, Chaser automatically sends a copy of the email to that address every time a message is sent—so that it’s recorded in the activities of the relevant contact in HubSpot.

It means your teams don’t have to manually forward emails or hunt through inboxes. HubSpot becomes the central source of truth for debtor email communication, while Chaser continues to automate your reminders.

 

How to set up HubSpot email logging in Chaser

 

Setting up HubSpot email logging is quick and simple. Here’s how:

 

1. Copy your HubSpot BCC address

In your HubSpot account:

  • Go to Settings > General > Email > Extension settings

  • Scroll to "Manage additional BCC addresses"

  • Copy the BCC address shown there
You may also use the CC field instead, depending on how your HubSpot instance is configured (we’ll explain the difference below).

 

2. Paste it into Chaser

 

In your Chaser account:

  • Go to Manage > Sending > Email logging

  • Paste the HubSpot BCC address into the field provided

Once added, any email reminders sent from Chaser will be logged in HubSpot automatically.

Need step-by-step visuals? Visit the full help article here.

 

Choosing between BCC and CC

 

Chaser gives you the flexibility to choose how emails are logged.

  • Use BCC if you're already using HubSpot's Chrome extension, which logs manually sent emails. This avoids duplicates by only logging emails sent from Chaser, not every follow-up you send from your own inbox.

  • Use CC if you want to track replies as well. This ensures that the reply chain stays visible in HubSpot—even when someone hits “Reply” instead of “Reply all.”
Whichever method you use, Chaser ensures a seamless connection with your current workflows.

 

Key benefits of logging Chaser emails in HubSpot

 

This feature may be simple to set up, but it delivers high-impact benefits across your team. Here’s how:

 

Keep everyone in the loop

Logging reminders, follow-ups, and responses in HubSpot ensures that anyone viewing the customer’s record has access to the full payment conversation—without asking finance for an update or checking inboxes.

 

Strengthen collaboration across departments

With AR activity visible in HubSpot, your sales and customer success teams can better support conversations around payment without duplicating work. No more siloed systems or misaligned messaging.

 

Maintain a complete audit trail

Every email sent from Chaser is now stored in the CRM alongside customer details. That means clear records for internal handovers, customer queries, or dispute resolution.

 

Reduce time spent on admin

There’s no more need to forward, log, or summarize email communication manually. Once it’s set up, HubSpot email logging just works—keeping your records up to date automatically.

 

Works with your current setup

Already using Chaser’s direct email integration? This feature works alongside it, meaning your customers continue to receive reminders from your own email address and inbox, while your CRM is updated behind the scenes.

 

Real-world scenarios: how teams are using it

To help bring this feature to life, here are a few example use cases:

 

Sales and finance alignment

A salesperson is preparing for a renewal call. By viewing the HubSpot timeline, they can immediately see that two reminders were recently sent via Chaser for unpaid invoices—and that the customer responded asking for an extension. They enter the call informed and confident.

 

Customer success follow-up

A customer success manager wants to understand why a support request has stalled. They check the HubSpot timeline and spot that finance has been chasing overdue invoices. That context helps them tailor their tone and understand where the relationship stands.

 

Internal audit or handovers

A new finance team member is taking over responsibility for a batch of accounts. With HubSpot email logging active, they can view each customer’s full reminder and follow-up history without needing access to individual inboxes.

 

Start using HubSpot email logging today

HubSpot email logging is available now to all Chaser users with the email integration enabled. It takes less than a minute to set up, and once configured, runs quietly in the background—logging your communication and helping your team stay aligned.

To get started, just copy your BCC address from HubSpot and paste it into Chaser under Manage > Sending > Email logging. Follow the full setup guide here, or learn more about the Hubspot and Chaser email integration.

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