Short answer
Integrating communications archiving providers such as Smarsh or Global Relay with Salesforce and HubSpot makes sure emails and messages sent from the CRM are captured for SEC and FINRA recordkeeping and supervision.
How the Smarsh and Global Relay integration works
Archives usually capture email through journaling from the mail server. Emails sent directly from HubSpot or Salesforce may bypass it, so firms add a BCC-to-archive address, use a connector, or route sends through their mail servers.
What syncs
- Emails sent from the CRM
- Marketing emails
- Chat and social posts where applicable
Integration options
- BCC-to-archive settings
- Archive provider connectors
- Mail-flow routing
What to plan for
- Gaps in CRM-sent email capture
- Marketing email volume
- Supervision workflows
Frequently asked questions
Are HubSpot emails archived automatically?
Not always. Many firms add a BCC address or connector to capture them.
Does this apply to Salesforce too?
Yes. Emails sent from Salesforce should be checked for archive coverage.