Why?
- Integrating HubSpot with Outlook will allow you to log/attach Outlook emails or calendar invites to an individual or organization’s record in HubSpot.
- This type of tracking is key to aligning our understanding of engagement with members- as we can see which staff are emailing, calling/meeting with members when we view their profile under “Activities”
- This email can be turned on & off per email and requires manually clicking “Log email to individual or organization record”. If the individual does not have a record already within HubSpot, you will be prompted to create one.
How?
- First, make sure you created your HubSpot account- you should have received an email link from
Classic Outlook App:
1. Open your Outlook Calendar app, click the Home button2. Click the “Sales Tool” button and you will be prompted to “Connect your account” by logging in with your HubSpot email (LSA email) and your unique password. Sales Tool may appear as blue octagons or orange circle depending on your Outlook type (the colors don’t matter 😊)
If the HubSpot Sales app is not appearing, please follow the below directions:
- Under Home (top left next to File), please click the waffle-like blue icon labeled “All Apps
- Click “Get Add-Ins” on the lower right of your screen
- In the search bar, search for HubSpot Sales as appears below & click ADD
- Once you add HubSpot Sales, you will need to close Outlook and restart your computer to begin seeing the HubSpot Sales Add-In called “Sales Tools” on the far right of your Home tab of Microsoft Outlook which should appear as the below
3. Once connected, when you have an email, you’d like to log—you will open the email and click the “Sales Tools” button where the app will identify if the individual is already on HubSpot to log that email