Emails

Integrating your Emails

Integrating your email with HubSpot will transform your entire sales process!

Automatically store all your correspondence and files
Track when your leads are engaging with your content
Easily insert frequently used content
Access all of your sales templates and other centrally located documents.

If you use Office

The HubSpot Sales Office add-in allows you to track and log emails and use some of the sales tools directly in your email account.

The add-in can be used in your Outlook desktop account on Windows or Mac, in your Outlook on the web account, and in your Outlook.com account.
Once installed, the add-in will appear in the ribbon at the top of the email composition window in Outlook on the desktop, and at the bottom right of the email composition window in Outlook.com or Outlook on web.
Once you have installed the add-in, open up the settings and select Track Email & Log Email. This will mean that your emails are automatically logged. On 365, you can also choose the default associations, so whether your emails will log to Deals, Contacts & Companies.

If you use Gmail

Hubspot also has a Gmail add-in that functions similarly to the Outlook option.

Install the Add-In here.

Once installed, the add-in will appear at the top of the email composition window within Gmail.

Once you have installed the add-in, open up the settings and select Track Email & Log Email. This will mean that your emails are automatically logged. You can also choose the default associations, so whether your emails will log to Deals, Contacts & Companies.

How the Add-In Works

When you have the add-in, you can send email using templates, and track the email to be notified when the client has opened it and gain insights into their interaction with it.

You can also log them to capture all the details in the relevant contact file in HubSpot automatically. You can also assign them to any one of their last 5 deals.

In order to use the HubSpot add-in, your inbox must be connected to HubSpot. Any preferences set for tracking and logging emails are only applied when the HubSpot Sales sidebar pane is open in the inbox when composing each individual email.

For Outlook, you can pin the task pane open in your inbox to ensure your emails are always logged and tracked. This is not necessary with Gmail.

This is an example of the contact information that will appear when you enter a ‘to’ email address (redacted for confidentiality). You can choose for the email to be logged against clients, companies and deals.

If you keep scrolling additional known information about the contact will appear.

Excluding people from email tracking

There may be times when you do not want all of the email conversations tracked and recorded, for example between internal team members. This video walks you through how to easily add a list of email addresses that you don’t want logged in the system.

EPIC Handy HubSpot How-tos_How to exclude people from email logging.mp4

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