Connect HubSpot to Gmail in 8 Easy Steps

How to Connect HubSpot to Gmail

Integrating HubSpot with Gmail streamlines email management and enhances marketing automation by allowing users to send one-to-one emails from the CRM, log email replies, send sequence emails, and access sales tools directly in the inbox. This guide provides a comprehensive overview of connecting your Gmail account to HubSpot.

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Before You Start

Ensure your email account is unique to you and not shared with team members. It should be the email address you typically use for professional communications. Note that HubSpot does not support connections with ActiveSync. If your email client uses ActiveSync, opt for the HubSpot-Exchange connection instead.

Connecting Your Gmail to HubSpot

1. In your HubSpot account, navigate to the settings icon in the main navigation bar.
2. Under the General tab in the left sidebar menu, click on the Email tab.
3. Select Connect personal email.
4. If desired, select the Turn on inbox automation checkbox to enable automation features upon connection.
5. Enter your email address in the provided text field. HubSpot will recommend an email provider to connect with. If your provider is Gmail, select it and proceed.
6. Read through the expectations when connecting your Gmail inbox to HubSpot, then click Continue.
7. Log in to your Gmail account by entering the email address of the Google account you wish to use. If you're already logged into one or more Gmail accounts, select the account you want to connect.
8. Review the required permissions and click Allow.

You will be redirected back to your HubSpot settings, and a dialog box will confirm that your Gmail inbox is now connected to HubSpot.

Important Considerations

By integrating Gmail with HubSpot, you grant HubSpot access to information associated with your account, including contacts, emails, calendar, distribution lists, subject lines, and URLs of tracked links from your email. HubSpot can read, modify, create, and send emails from your connected Gmail account. It's important to understand that the emails you choose to track will be visible to other users in your HubSpot account. If you have an email alias set up in Gmail, it will automatically appear in the From dropdown menu in the email composer within HubSpot.

If you encounter any issues during the connection process or have further questions, HubSpot's Knowledge Base and Community Forum are valuable resources for troubleshooting and additional guidance.

Read how automating HubSpot can improve email open rates and book more deals for your team on our blog: HubSpot Marketing Automations.

While connecting HubSpot to Gmail manually is effective, automating this process can significantly enhance efficiency and data accuracy. By leveraging Bardeen's automation capabilities, you can streamline the flow of data between your email and CRM, ensuring that all interactions are captured without manual intervention.

Here are some examples of how Bardeen can automate your HubSpot workflows:

1. Sync contact data in Google Sheets to HubSpot: This playbook automates the synchronization of contact details between Google Sheets and HubSpot, ensuring your CRM always has the most up-to-date information.
2. Create a HubSpot contact from an email: Automatically create a new contact in HubSpot using information extracted from an email, streamlining lead capture and follow-up.
3. Copy all HubSpot products to Google Sheets: Seamlessly transfer product data from HubSpot to Google Sheets, enabling easier analysis and sharing of product information.

By automating these tasks, you can focus more on strategic activities rather than manual data entry, leading to more efficient operations and better customer relationships. Start automating by downloading the Bardeen app at Bardeen.ai/download.