Add HubSpot Extension to Gmail: Easy Steps

Jason Gong
LAST UPDATED
June 6, 2024
TL;DR

Open Chrome, go to the Web Store, search HubSpot Sales, and add to Chrome.

By the way, we're Bardeen, we build a free AI Agent for doing repetitive tasks.

If you're using HubSpot, you might love Bardeen's AI for sales. It automates prospecting, lead generation, and email outreach, saving you time and effort.

Integrating HubSpot with Gmail can boost your productivity and streamline your workflow. In this step-by-step guide, we'll show you how to easily add the HubSpot extension to your Gmail account. By the end, you'll be able to access powerful HubSpot tools right from your Gmail inbox.

Introduction to HubSpot Gmail Integration

Integrating HubSpot with Gmail offers several benefits that can improve your workflow and boost productivity. By connecting these two powerful tools, you can:

  • Access HubSpot features directly from your Gmail inbox
  • Track email opens and clicks to gauge recipient engagement
  • Use HubSpot templates and sequences to automate outreach
  • Log emails to HubSpot CRM automatically for better contact management

Setting up the HubSpot extension in Gmail is a user-friendly process that requires no technical expertise. The extension seamlessly integrates with your existing Gmail interface, making it easy to use HubSpot's features without disrupting your workflow.

With just a few clicks, you can install the HubSpot extension and start enjoying its benefits right away. The integration process is straightforward and intuitive, allowing you to get up and running quickly.

Preparing Your Gmail Account for Integration

Before integrating HubSpot with your Gmail account, it's essential to ensure that your Gmail settings are compatible with HubSpot's functionalities. Follow these steps to verify that your Gmail account is ready for a seamless integration:

  1. Check that you have a valid Gmail account with the necessary permissions to connect third-party applications like HubSpot.
  2. Ensure that your Gmail account is not using Google's Advanced Protection Program, as this feature prevents HubSpot from connecting to your inbox.
  3. If you have any Gmail aliases set up, make sure they are properly configured in your Gmail account before connecting to HubSpot.
  4. Review your Gmail account's two-factor authentication settings. If enabled, you may need to generate a unique app password for HubSpot to connect successfully.

By verifying these settings beforehand, you can avoid common pitfalls and ensure smooth integration between HubSpot and your Gmail account.

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Installing the HubSpot Sales Chrome Extension

To install the HubSpot Sales Chrome extension, follow these step-by-step instructions:

  1. Open the Google Chrome browser and navigate to the Chrome Web Store.
  2. In the search bar, type "HubSpot Sales" and press Enter.
  3. Look for the official "HubSpot Sales" extension in the search results and click on it to open the extension's page.
  4. On the extension page, click the "Add to Chrome" button.
  5. A pop-up window will appear asking for permission to add the extension. Click "Add extension" to confirm.

Before installing the HubSpot Sales Chrome extension, ensure that you are logged into the correct Gmail account associated with your HubSpot account. This step is crucial for the proper functioning of the extension and to ensure that your email tracking and logging data is synced accurately between Gmail and HubSpot. For more details on optimizing your sales process, consider using sales prospecting tools.

Configuring HubSpot Extension Settings in Gmail

After installing the HubSpot Sales Chrome extension, it's essential to configure the settings to ensure optimal performance and alignment with your workflow. Here's a step-by-step guide on how to set up the extension:

  1. Click on the HubSpot Sales extension icon in your Chrome browser toolbar.
  2. If prompted, log in to your HubSpot account.
  3. Once logged in, click on the gear icon to access the extension settings.
  4. In the settings menu, you'll find various options to customize your experience:
  • Email tracking: Enable or disable email tracking and choose whether to include a tracking notification in your emails.
  • Email logging: Decide whether to log your emails to HubSpot CRM automatically or manually.
  • HubSpot tools: Choose which HubSpot sales tools, such as templates and sequences, you want to access directly from Gmail.

Take the time to review and adjust these settings based on your preferences and your team's guidelines. By configuring the HubSpot Sales Chrome extension settings, you'll be able to build a prospect list efficiently, saving time and increasing productivity.

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Maximizing Productivity with HubSpot Tools in Gmail

With the HubSpot Sales Chrome extension, you can access a range of powerful tools directly within your Gmail interface, streamlining your sales process and boosting productivity. Here are some tips on how to make the most of these features:

  1. Templates: Save time by creating and using email templates for frequently sent messages. You can access and insert these templates directly from the Gmail compose window.
  2. Sequences: Automate your follow-up emails by setting up and managing email sequences within Gmail. This ensures timely and consistent communication with your leads and prospects.
  3. CRM features: View and update contact information, deal stages, and tasks without leaving your inbox. The extension allows you to log emails, add notes, and schedule follow-up activities seamlessly.

By leveraging these HubSpot tools within Gmail, you can:

  • Compose emails faster and more efficiently
  • Maintain consistent messaging across your team
  • Stay on top of your follow-up tasks and communication
  • Gain valuable insights into your email performance and recipient engagement

Integrating HubSpot's sales tools with Gmail empowers you to manage your email communications and sales activities more effectively, ultimately leading to improved productivity and better results. For more tips, explore AI sales automation to further enhance your sales process.

Automate HubSpot with Bardeen: Elevate Your Productivity

While manually integrating HubSpot with Gmail can streamline your email management and tracking, automating your HubSpot workflows with Bardeen can significantly enhance your productivity and ensure that your data is always up-to-date.

Here are some examples of automations that can be built with Bardeen:

  1. Copy all HubSpot products to Google Sheets: Automate the transfer of product data from HubSpot to Google Sheets, enabling better data manipulation and reporting capabilities.
  2. Copy all HubSpot tickets to Google Sheets: Streamline your support ticket management by automatically transferring all HubSpot tickets into a Google Sheets spreadsheet.
  3. Copy all HubSpot contacts to Google Sheets: Ensure your contact lists are always current by syncing HubSpot contacts directly to Google Sheets.
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