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How to add the HubSpot integration for Gmail

Integrating the HubSpot Sales Extension and Gmail 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 Gmail 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 Gmail. 

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

7. Allow HubSpot to access your Google Account.

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

Gmail_connected_to_HubSpot_confirmation
Download_Chrome_extension

This will take you to the HubSpot Sales extension page in the Chrome web store. Click Add to Chrome.
Add_HubSpot_Sales_to_Chrome

9. Go back to Gmail. 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 Gmail.

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

A green dot next to the logo indicates that HubSpot is active.

Connected_HubSpot_to_Gmail_confirmation