Send and measure
Full visibility into every document you send
See opens and clicks the moment they happen so you follow up when it matters. Works with Gmail and Outlook, and leaders spot active deals without chasing reps.
Install on HubSpot
Trusted by 40,000+ teams
Why teams automate their email tracking in HubSpot
Looking for a simple email tracking app for HubSpot? Portant’s that, and much more too.
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 email tracking automation works
Every feature is built to work inside HubSpot, so your team moves faster without switching tools.
Full visibility into every document
See exactly when a prospect opens your quote, clicks a link, or revisits a proposal. No more missed opportunities from guessing who's engaged.
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 the documents your workflows already generate from HubSpot. No extra 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 — no need to ask reps for updates before a pipeline review.
How to get started with email tracking 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 quote, proposal, or contract from the deal record with live HubSpot data merged in.
03
Send with tracking enabled
Deliver the document with open and click tracking built into the outbound message.
04
Follow up with real data
See opens and clicks as they happen and reach out at the right moment.
Frequently asked questions about email tracking
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Approval workflows
Route documents through the right approvers before they reach the client
Learn more →
Output management
Every document saved, named, and synced to HubSpot automatically
Learn more →
Portant AI
Draft and personalize document content without starting from a blank page
Learn more →
Join over 40k+ teams using Portant
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.
With Portant, I run documents directly from HubSpot. No jumping between platforms. No copying data.
Portant replaced three separate tools for us. One platform handles docs, signatures, and follow-ups without leaving HubSpot.
Portant was the simplest and quickest signing integration I’ve ever implemented, it works natively with HubSpot.
At RepCard, Portant gave us an end-to-end automated workflow inside HubSpot, we replaced manual agreement creation at scale.
We’re seeing higher average closed revenue with Portant and faster days to close, it’s showing us a material impact on sales velocity.
Love this product. Have been using it for over a year and the integration to Google Workspace is awesome. Lots of credit for listening to your users!
When the executive team asks for an extension document, Portant gets it to them in about an hour, it’s empowered my whole team.
Truly a gamechanger! Portant streamlines these tasks and allows me to focus on the things that require my attention and problem-solving!
This software brilliantly takes over the tedious process of creating and sending invoices. This not only saves time but massively reduces errors of data entry.
This product is a gamechanger for all of those painful manual document merges. Love what you and the team have built!
Our reps used to spend 30 minutes per proposal. Now it’s under two minutes and the documents look better than ever.