Install HubSpot Extension in Outlook: A Step-by-Step Guide

How to Add HubSpot Extension to Outlook

Integrating HubSpot with Outlook can significantly streamline your sales and marketing efforts by enabling email tracking, logging, and access to HubSpot sales tools directly within your Outlook account. This guide will walk you through the steps to add the HubSpot extension to Outlook, covering both the desktop and Office 365 versions.

HubSpot Outlook Integration

The HubSpot Sales Outlook desktop add-in and the HubSpot Sales Office 365 add-in allow you to leverage HubSpot functionalities directly in your Outlook account. These add-ins are designed to enhance your email management capabilities by tracking and logging emails, as well as providing access to sales tools without leaving your inbox.

While you're integrating HubSpot with Outlook, why not take your sales and marketing efforts to the next level? Automate HubSpot operations with Bardeen to streamline workflows and keep your CRM updated effortlessly.

Install HubSpot Outlook Plugin

To install the HubSpot Sales Office 365 add-in, your inbox must be connected to HubSpot. The add-in can be used across various platforms, including Outlook desktop on Windows and Mac, Outlook on the web, and Outlook.com. Once installed, it will appear in the ribbon at the top of the email composition window in Outlook on the desktop, and at the bottom right in Outlook.com or Outlook on the web.

HubSpot Outlook Extension

For users preferring the desktop version, it's important to note that due to significant changes introduced by Microsoft in the new Outlook for Windows, HubSpot will no longer develop new functionality for the HubSpot Sales Outlook desktop add-in. However, it will remain supported. Users are encouraged to transition to the web add-in for a more seamless experience across PC, Mac, and Office online.

To install the HubSpot Sales Chrome extension for Gmail or the HubSpot Sales Office 365 add-in, follow these steps:

1. Navigate to the HubSpot Sales extension in the Google Chrome store or the add-in in Microsoft AppSource.
2. Click 'Add to Chrome' for the Chrome extension or 'Get It Now' for the Office 365 add-in.
3. Log into your HubSpot Sales account when prompted.

Once installed, you can access your templates, documents, and sequences from your Outlook inbox. To receive instant notifications for tracked emails, ensure you're running Chrome with the HubSpot Sales Chrome extension installed or have the HubSpot Sales for Windows tray app if using the desktop add-in.

Streamline your sales and marketing operations further by exploring how to integrate HubSpot with Salesforce, or enrich your multi-channel outreach by learning how to integrate HubSpot with LinkedIn. Don't forget the power of instant alerts by syncing HubSpot and Slack.

For detailed guidance on using and troubleshooting the add-ins, refer to HubSpot's Knowledge Base.

While adding the HubSpot extension to Outlook enhances email tracking and management, leveraging automation can significantly streamline your sales and marketing workflows even further. By integrating HubSpot with Bardeen, you can automate repetitive tasks, ensuring that your customer relationship management system is always up-to-date with the latest interactions and data. Here are some examples of how Bardeen can automate HubSpot operations:

1. Create HubSpot ticket: Automate the creation of support tickets directly in HubSpot, enhancing customer service efficiency and tracking.
2. Sync LinkedIn Emails with HubSpot CRM: Enrich and update HubSpot contacts with LinkedIn email data seamlessly, improving lead information accuracy and sales strategies.
3. Summarize and save new emails to HubSpot using OpenAI: Leverage AI to summarize email content and save it as HubSpot tickets, streamlining email management and follow-up processes.

Embrace the power of automation by downloading the Bardeen app and integrating it with HubSpot to optimize your sales and marketing efforts.