Email logging

Your CRM is your system of record for outbound activity. If you’re using Starbridge Sequences, Starbridge makes sure your CRM stays up to date with all outbound activity driven by Starbridge:

• Email logging writes each sequence email — and any direct reply — into your CRM as a native email activity record, so emails sent via Starbridge show up alongside every other touch your team logs, instead of living only in Starbridge.
• Sequence activity on contacts tracks which sequence first and most recently touched a contact, so you can see Starbridge’s influence on meetings booked and measure how a specific sequence or campaign is performing over time — directly from your CRM.

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Prerequisites

Both toggles are off by default. They can be toggled on or off independently. Each has the following prerequisites.

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Turning it on

Go to Settings → Integrations → [your CRM] → Sequences. Then, turn on one or both of Email logging and Sequence activity on contacts.

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Email logging

When Email logging is toggled on, Starbridge writes every email a rep sends through a sequence, plus the contact’s direct reply to that email, as a native email activity record associated to the contact. In Salesforce, this is an EmailMessage record with a matching Task record, so existing activity reports and list views pick up sequence sends automatically. In HubSpot, this is an Email record. If you are logging emails to Salesforce, you can also optionally include sequence details on your emails to enable more powerful reporting:

Include sequence details on emails (Salesforce only)

Including sequence details on emails requires two custom fields on EmailMessage. See the step-by-step instructions to add them below.

When Include sequence details on emails is toggled on, Starbridge writes the sequence name and step number to custom fields on the EmailMessage record for every email it logs. This lets you filter, segment, and report on logged activity by sequence directly in Salesforce, using standard reports or list views.HubSpot doesn’t support custom fields on its Email object, so this option isn’t available for HubSpot; sequence-level detail on HubSpot lives on the Contact record instead, as described below.Before turning this on, create two custom fields on the Email Message object following these step-by-step instructions:

Step-by-step instructions to add the required custom fields

Create two custom fields on the Email Message object.

1. In Salesforce, click the Gear icon (⚙) → Setup
   
2. In the left sidebar, search for Object Manager and open it, or directly click Objects and Fields → Object Manager
   
3. Click Email Message → Fields & Relationships → New
4. Create the first field — Starbridge Sequence Name:
   Enter the field label exactly as provided. Starbridge connects to these fields using their exact API name. Entering the field label exactly as shown below ensures Salesforce auto-generates the API name Starbridge expects.

   Setting	Value
   Field Type	Text
   Field Label	Starbridge Sequence Name
   Length	255
   Description (optional)	The name of the Starbridge sequence this email belongs to.
   Expected API Name	Starbridge_Sequence_Name__c
   Click Next → Next → Save & New.

5. Create the second field — Starbridge Sequence Step Number:
   Enter the field label exactly as provided. Starbridge connects to these fields using their exact API name. Entering the field label exactly as shown below ensures Salesforce auto-generates the API name Starbridge expects.

   Setting	Value
   Field Type	Number
   Field Label	Starbridge Sequence Step Number
   Length	2
   Decimal Places	0
   Description (optional)	The step number of this email within its Starbridge sequence.
   Expected API Name	Starbridge_Sequence_Step_Number__c
   Click Next → Next → Save.

Salesforce automatically appends __c to custom field API names (e.g. Starbridge_Sequence_Name__c). This is expected.

6. Return to Starbridge → Settings → Integrations → [your CRM integration] → Sequences. Click Refresh in the top right corner and wait for the connection to finish refreshing, then toggle on Include sequence details on emails. All done!

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Sequence activity on contacts

When Sequence activity on contacts is toggled on, Starbridge writes the fields below to your Contact records, so you can see Starbridge’s influence on meetings booked and measure how a specific sequence or campaign is performing over time — directly from your CRM. Add these as custom fields on the Contact object in Salesforce or HubSpot before turning this on. This runs independently of email logging.

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What’s next