Send and measure
See when prospects open documents and click through
Email tracking connects outbound sends to real behavior. After you deliver a quote or proposal from Portant, see opens and link clicks without guessing from silence. Timing follow-ups gets easier and managers gain visibility into which deals have real engagement. Tracking works alongside Gmail and Outlook sends your team already uses.
Trusted by teams at
920K+
Users
5.1M+
Documents automated
4.9/5
Google Marketplace & G2
125 hrs
Reclaimed per team / month
Why teams automate their email tracking in HubSpot
No idea if they read the proposal
Before
Send a PDF and wait three days before a generic follow-up.
After
See opens and clicks so you follow up when interest is highest.
Engagement lives outside HubSpot
Before
Read receipts in a personal inbox. Context never reaches the deal record.
After
Activity ties back to the workflow and deal so everyone sees the same picture.
Managers cannot coach on outreach quality
Before
Pipeline reviews guess which opportunities had real document engagement.
After
Tracking highlights stalled deals and strong interest for better one-on-ones.
How email tracking automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Send by email
Gmail or Outlook
Collect signature
Built into Portant
Signer status
PendingCapability
Open and click visibility
Understand when messages are seen and which links draw attention. Prioritize the hottest opportunities.
Capability
Send through Gmail or Outlook
Keep your existing mailboxes and signatures. Portant sends through the integrations your IT already approved.
Capability
Aligned with automated generation
Tracking attaches to documents your workflows already create from HubSpot, so there is no extra manual step.
Capability
Better follow-up timing
Reach out right after a prospect reopens a quote instead of on a fixed cadence that ignores behavior.
How to get started with email tracking in HubSpot
Step 1
Connect mail
Link Gmail or Outlook in Portant so sends originate from your workspace accounts.
Step 2
Generate from HubSpot
Create the document from the deal with merge and optional approvals in place.
Step 3
Send from the workflow
Deliver the file with tracking enabled on the outbound message.
Step 4
Watch engagement
Review opens and clicks from the workflow run and plan your next touch.
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
“Portant has been a game-changer for Clipboard! It's saved our sales team countless hours every week by generating order forms, proposals and contracts with info from HubSpot automatically filled in.”
“This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!”
“Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!”
Frequently asked questions about email tracking
Start tracking document sends
Connect mail and send your first tracked quote from HubSpot.