App Tutorial

Connect Gmail to HubSpot: Easy Integration Guide (2023)

TL;DR

Integrate Gmail with HubSpot by granting 'Personal email access' in HubSpot settings, selecting Gmail as your provider, and allowing HubSpot to access your Gmail account. This enables email management and tracking directly from HubSpot.

Utilize HubSpot's sales tools within Gmail for enhanced productivity.

Streamline your email and CRM integration by automating tasks with Bardeen's Gmail and HubSpot integration.

How to Connect HubSpot to Gmail

Connecting Gmail to HubSpot enables seamless integration between the two platforms, enhancing productivity and efficiency in managing emails and customer relationships. This guide outlines the steps to connect Gmail to HubSpot, ensuring a successful integration.

Automate your Gmail and HubSpot integration with Bardeen to save time and enhance productivity. Download Bardeen today!

Connect Gmail to HubSpot

To initiate the integration, users must have 'Personal email access' permissions within their HubSpot account. The process involves navigating to the settings within HubSpot, selecting the email provider, and authenticating the connection.

  1. In your HubSpot account, click the settings icon in the top navigation bar.
  2. Navigate to General in the left sidebar menu.
  3. Click on the Email tab.
  4. Select Connect personal email.
  5. Enter your email address and select the recommended email provider or choose from the list provided. Options include Google/Gmail, Microsoft Outlook, Microsoft Exchange, and Other mail provider (IMAP).

Gmail HubSpot Integration

For Gmail users, the process includes specific steps to ensure a secure connection. This includes granting HubSpot permission to access your Gmail account, which enables HubSpot to read, modify, and send emails on your behalf.

  1. After selecting Google/Gmail as your provider, continue to log in to your Gmail account when prompted.
  2. Review the permissions required by HubSpot and click Allow to grant access.
  3. You will be redirected back to HubSpot, where a dialog box confirms the successful connection of your Gmail inbox.

Necessary disclosure: By integrating Gmail with HubSpot, you allow HubSpot to access information associated with your Gmail account. This includes the ability to read, modify, create, and send emails, as well as track email opens and clicks.

Add HubSpot to Gmail

There are two primary methods to add HubSpot to your Gmail account, enhancing your email management capabilities directly from Gmail.

Option 1: Using Google Chrome for HubSpot Integration

  1. Download the HubSpot Sales extension from the Chrome web store.
  2. Log into your HubSpot Sales account and navigate to settings.
  3. In Gmail, compose a message. You will notice additional features like templates, sequences, and tracking options.

Option 2: Using Your HubSpot Account to Begin Integration

  1. Log into your HubSpot account and access the Settings tab.
  2. Under General settings, find and click on the Email tab.
  3. Select Connect Personal Email and choose Google/Gmail as your email service.
  4. Follow the prompts to connect your inbox, including entering your Google credentials and granting permission to HubSpot.

Both methods streamline the integration process, allowing users to leverage HubSpot's features directly within Gmail. This includes email logging, tracking, and accessing HubSpot's sales tools without leaving the Gmail interface.

Discover how Bardeen's playbooks can automate your workflow: Automatically Create HubSpot Contact from Gmail Email, Sync contact data in Google Sheets to HubSpot, and Automate HubSpot Deal Creation from Labeled Gmail Email.

Automate Your HubSpot and Gmail Integration with Bardeen

Connecting Gmail to HubSpot can be done manually following the steps in the initial sections or it can be fully automated using Bardeen's Gmail and HubSpot integration. Automating this process can save a significant amount of time, especially for sales and marketing professionals who heavily rely on efficient lead management and email marketing campaigns. Let's explore how Bardeen's playbooks can automate some of these processes, enhancing productivity and ensuring your CRM is always up-to-date without manual effort.

  1. Automatically Create HubSpot Contact from Gmail Email: This playbook automatically creates a new contact in HubSpot for every new email received in Gmail. It's ideal for ensuring all potential leads are captured in your CRM without manual data entry.
  2. Sync contact data in Google Sheets to HubSpot: For those who manage their contacts or lead information in Google Sheets, this playbook automates the synchronization of data from Google Sheets directly into HubSpot, ensuring your CRM is always up to date.
  3. Automate HubSpot Deal Creation from Labeled Gmail Email: Sales teams can streamline their workflow by automatically creating a new deal in HubSpot whenever an email in Gmail is labeled with a specific tag. This helps in quickly moving leads through the sales pipeline.
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