How do I open HubSpot in Outlook?

To open HubSpot in Outlook, you will need to install the HubSpot Sales Outlook desktop add-in. Once the add-in is enabled, you will see a new "HubSpot" tab in Outlook.

To open HubSpot in Outlook, you will need to install the HubSpot Sales Outlook desktop add-in. Once you have installed the add-in, you can open it by following these steps:
  1. Open Outlook.
  2. Click on the "File" tab.
  3. Click on "Options".
  4. In the "Trust Center" section, click on "Trust Center Settings".
  5. In the "Add-ins" section, click on "COM Add-ins".
  6. Click on the "Go" button.
  7. Select the "HubSpot Sales Outlook desktop add-in" and click on the "OK" button.
  8. Click on the "Yes" button to confirm that you want to enable the add-in.

Once the add-in is enabled, you will see a new "HubSpot" tab in Outlook. You can use this tab to track and log emails, view contact profiles, and access other HubSpot sales tools directly from your Outlook inbox.

Here are some additional steps you can take to make sure the HubSpot Sales Outlook desktop add-in is working properly:

  • Make sure that you are using the latest version of Outlook.
  • Make sure that you have enabled macros in Outlook.
  • If you are still having problems, you can contact HubSpot support for help.

Here are some of the benefits of using the HubSpot Sales Outlook desktop add-in:

  • You can track and log emails sent from Outlook in HubSpot CRM with one click.
  • You can track email opens and clicks in real time.
  • You can get access to the tools you need to work more efficiently -- like templates, sequences, meetings, and more -- right in your inbox.

I hope this helps!