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How to add the HubSpot integration for Outlook

Integrating the HubSpot Sales Extension and Outlook allows you to automatically save emails to your contacts in HubSpot. It also puts HubSpot features such as Meeting scheduler, Templates, and more in your Outlook account.

1. Go to Settings and select General under Your Preferences.

2. Click Email.

3. Click the orange box that says Connect personal email.

Connect_personal_email

4. Select Turn on inbox automation. 

This allows the HubSpot CRM to actively update and pull extra details from the emails you receive from prospects, such as:

  • Name
  • Phone number
  • Job title
  • AddressConnect_to_inbox

5. Click Connect your inbox and type in your email.

6. Click Next, and click Connect to Outlook 365.

Confirm_outlook_extension

6. Click Continue on the Outlook pop-ups that request for you to Sign into HubSpot.

7. Allow HubSpot to access your Outlook account.

8. Once you are notified that your Outlook is connected to HubSpot, select Download Extension.

Gmail_connected_to_HubSpot_confirmation
Download_Outlook_extension
9. Go back to Outlook. There, you will see a popup that says Set up your HubSpot Sales extension. You can then select what permissions you want HubSpot to have in your Outlook account.

Hubspot_access_to_Gmail_selection
10. After selecting the permissions, you will see a HubSpot logo in the top bar of your Outlook.