Hubspot Email Integration Outlook - Quick Steps

Learn how to install the HubSpot Sales Outlook desktop add-in on your computer and use the HubSpot email integration Outlook. HubSpot is a marketing software specially designed for inbound marketing, sales, and customer service needs. Using HubSpot, you can easily track your inbound sales and emails. You can also get easy access to templates, documents, and sequences right from your Outlook account’s inbox or the  Compose  window by integrating it with the HubSpot Sales software. HubSpot’s Outlook Desktop add-in supports only the Windows (10, 8, & 7) operating system and the Microsoft Outlook versions such as 2010, 2013, 2016, and 2019.  

Hubspot Email Integration Outlook

Now, let’s see how to install the HubSpot Sales Outlook desktop add-in.

  • Step 1 : Download the HubSpot Sales Outlook desktop add-in installer from HubSpot’sofficial page.
  • Step 2 : After downloading the add-ininstaller, run it on your computer.
  • Step 3 : Once the add-in is installed, make sure to restart the Outlook application installed on your computer for Hubspot email integration Outlook.
  • Step 4 : OnceOutlook restarts, using your HubSpot account, sign in if prompted.
  • Step 5 : Perform the on-screen instructions to complete the configuration.
  • Step 6 : Once the configuration is done, you can see the HubSpot Sale icon in the inbox column of the Outlook application.

Performing HubSpot email integration in Outlook

  • Step 1 : Compose a new message in the Outlook application.
  • Step 2 : At the bottom of the compose window, you can find the HubSpot icon. Click on it.
  • Step 3 : Now, the  HubSpot Sales  dialog box will pop-up on the screen.
  • Step 4 : Click on the  Templates, Sequences, Documents,  or  Meetings  option based on your needs.
  • Step 5 : Based on the selection, a window will open.
  • Step 6 : Configure the email message and sent it.

If you need to know more about Hubspot email integration Outlook, contact us.