The HubSpot Sales plug-in for Office 365 allows you to log emails, track opens, and access HubSpot tools directly from Outlook.
Before You Start
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You must have a HubSpot user account with access to Sales Hub
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You must use Office 365 / Outlook (desktop or web)
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You need permission to install add-ins in Outlook
Installation Steps
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Log in to HubSpot
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Go to your HubSpot account and navigate to
Settings → General → Email → Connect personal email
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Install the Outlook Add-In
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Select Office 365 when prompted
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Click Install HubSpot Sales for Outlook
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Follow the Microsoft prompts to complete installation
OR
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Open Outlook
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Click Apps > Add Apps
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Search for HubSpot Sales
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Click Add
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Sign In
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Open Outlook
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Click the HubSpot icon in your inbox or email compose window
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Log in using your HubSpot credentials
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Confirm It’s Working
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Open an email draft in Outlook
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You should see options to:
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Log email to HubSpot
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Track email opens
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Insert templates or meeting links
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Common Troubleshooting Tips
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If you don’t see the add-in, restart Outlook
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Confirm you’re logged into the correct HubSpot account
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If add-ins are blocked (with error message as shown below), contact your IT administrator
