Integrate HubSpot with Outlook: A Step-by-Step Guide

Jason Gong
LAST UPDATED
June 6, 2024
TL;DR

Install HubSpot Sales add-in from Microsoft AppSource or Chrome Store.

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

Since you're integrating HubSpot, check out our HubSpot integration. It automates workflows and syncs data seamlessly.

How to Add HubSpot to Outlook

Integrating HubSpot with Outlook enhances your email experience by enabling tracking, logging, and access to HubSpot sales tools directly within your Outlook account. However, due to updates from Microsoft, the approach to integrating these platforms has evolved. This guide will walk you through the current methods to add HubSpot to Outlook, ensuring you have the latest information for a seamless integration.

Automating HubSpot functionalities with Bardeen brings efficiency and productivity to another level. Download Bardeen to get started.

How to Add HubSpot Extension to Outlook

The traditional HubSpot Sales Outlook desktop add-in is no longer supported due to significant changes introduced by Microsoft in the new Outlook for Windows. As a result, HubSpot recommends transitioning to the HubSpot Sales web add-in, which is compatible across PC, Mac, and Office online, ensuring a broader range of support and functionality.

To add the HubSpot extension to Outlook, you have two primary methods depending on your setup: the HubSpot Sales Office 365 add-in for those using Office 365 hosted email accounts, and the HubSpot Sales Chrome extension for Gmail users accessing their email through Chrome. It's important to choose the method compatible with your email setup for optimal performance.

Installing the HubSpot Sales Office 365 Add-In

To install the HubSpot Sales Office 365 add-in, follow these steps:

  1. Navigate to the add-in on Microsoft AppSource by clicking here.
  2. Click Get It Now on the left sidebar.
  3. In the dialog box that appears, click Continue.
  4. You'll be redirected to your Office 365 account. Click Add to complete the installation.

Once installed, you can access HubSpot's templates, documents, and sequences directly from your Outlook inbox. For users who need to install the add-in across multiple email accounts within Outlook, repeat these steps for each account.

Office 365 admins have the option to centrally deploy the add-in to all users within the organization, ensuring everyone has access without individual installation. Follow Microsoft's centralized deployment instructions to add the HubSpot Sales add-in from the Office Store.

Installing the HubSpot Sales Chrome Extension

For Gmail users or those preferring to use the Chrome browser, the HubSpot Sales Chrome extension offers a convenient way to integrate HubSpot with your email. To install:

  1. Visit the HubSpot Sales extension page on the Google Chrome store.
  2. Click Add to Chrome, and log into your HubSpot Sales account when prompted.

This extension allows you to access HubSpot's sales tools directly from your Gmail inbox, enhancing your email productivity and tracking capabilities.

Note: Google's Rapid Release track is not compatible with the extension. If your organization uses this release track, consult with your IT team about switching to the default release track for compatibility.

From the Blog: Discover why HubSpot integrations are critical for salespeople here.

By following these updated methods, you can successfully integrate HubSpot with Outlook, leveraging the powerful sales and email tracking tools HubSpot offers directly within your email environment.

Automate HubSpot Tasks with Bardeen for Efficiency

Integrating HubSpot with Outlook enhances your email experience by enabling tracking, logging, and access to HubSpot sales tools directly within your Outlook account. While the manual setup focuses on the integration process, automating HubSpot functionalities with Bardeen brings efficiency and productivity to another level.

Automating HubSpot activities can significantly reduce manual data entry, ensuring that your customer interactions are logged automatically, and important email communications are tracked within HubSpot. Here are examples of automations you can build with Bardeen:

  1. Get social profiles and information of all participants of a meeting and save to HubSpot: This playbook automates the process of capturing and saving the social media links and company information of event participants into HubSpot contacts.
  2. Create a HubSpot contact from the currently opened email: Automatically create a HubSpot contact from email interactions, streamlining lead capture and follow-up processes.
  3. Copy all HubSpot contacts to Airtable: This playbook facilitates the synchronization of HubSpot contacts with Airtable, organizing your leads and customer data for better access and management.

By leveraging these automations, you can ensure that your sales and marketing efforts are more aligned, organized, and efficient. Start automating by downloading the Bardeen app at Bardeen.ai/download.

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