Customize your HubSpot Sales Office 365 add-in settings

Manage log and track settings

You can customize your default log and track preferences so the settings are applied each time you send an email. You can also add email addresses and domains to the Never log list to prevent emails sent to these addresses or domains from logging to HubSpot.

Customize your log and track preferences

Configure your preferences to always log and track emails in your HubSpot account.

1. In Outlook, access your add-in settings.
2. In the right panel, click Log & track settings.
3. To log every email that you send to HubSpot, toggle the Log email switch on.
4. To track every email that you send, toggle the Track email switch on.

Automatically log emails to associated record types

You can also customize which associated records the emails will automatically log to. For example, you can choose to only log emails to the record's associated deal records or only to existing contacts in your CRM.

Please note: if you have access to the Apply Activity Logging Defaults to External Emails beta, sales extension and BCC/forwarded emails will follow the automatic association rules and users cannot personalize default settings for emails sent via the add-in. The Apply Activity Logging Defaults to External Emails beta does not affect emails sent from shared inboxes (e.g., replies in the conversations and help desk tools) or outbound emails sent from sequences. Once this is rolled out to all accounts this year, users will be unable to personalize the extension's default association logging settings, but can still edit associations when sending individual emails.

1. In Outlook, access your add-in settings.
2. In the right panel, click Log & track settings.
3. Click the Default associations dropdown menu and select the associated records to log to:
   • Existing contacts: automatically log emails to contacts who already have a record for their email address in your CRM.
   • New contacts: automatically log emails to new contacts included on the email. If the email is sent to an email address that is not associated to an existing contact in your CRM, a new contact record will be created and the email will log to this record.
   • Companies: automatically log emails to associated company records.
   • Deals: automatically log emails to associated deal records.
   • Tickets: automatically log emails to associated ticket records.

Learn how to edit email associations before sending the email.

Pin the task panel open

For an email to successfully log and track, the add-in task panel must be open when you send a logged or tracked email. You can pin this task panel in your inbox so it's always open.

Please note: the read panel and compose panel need to be pinned separately. Closing the add-in pane will un-pin it.

1. If you're using Outlook on desktop:
   • Click the Sales Tools sprocket icon in the email client to open the task panel.
   • In the top right of the task panel, click the pin pin icon.

2. Please note: if you're accessing Outlook on the web using @outlook.com email address, it's not possible to pin the task panel open.
3. If you're using Outlook on the web:
   • In Outlook, click the Settings icon in the top right.
   • In the left sidebar menu, click Email.
   • Click Customize actions.
   • Select the checkbox next to HubSpot Sales add-in. Learn more about how to pin an add-in n Outlook.com.

Configure never log settings

Emails sent to an email address or domain included in your Never log list will never save to your CRM. Email tracking activity will also not appear on the contact's timeline.

1. In Outlook, access your add-in settings.
2. In the right panel, click Log & track settings.
3. In the Never log field, enter email addresses or domains you don't want to log emails for and click Add.
4. Users with Account access permissions can block email addresses and domains for every user in their account. Enter the email addresses or domains then click the Add dropdown menu and select Block for all users.
5. To remove an email address or domain from this list, hover over it and click the delete delete icon.

You can also specify never log emails and domains from your HubSpot account settings and block specific IP addresses from email tracking in HubSpot .

Email integration settings

Manage the settings for your connected inbox. You'll be brought to your HubSpot account's email integration settings where you can connect or disconnect your inbox, and configure the following additional extension settings:

• Extension sync
• Additional BCC address
• Blocked IP Addresses
• Lead Revisit Notifications

Manage your HubSpot account 

In the HubSpot account section, review your account information and sign out if your HubSpot account. If you're using multiple HubSpot accounts, you can switch which account the add-in is linked to. 

Switch HubSpot accounts 

1. In Outlook, access your add-in settings.
2. In the HubSpot account section, click Switch HubSpot account, then click Select next to your other HubSpot account.
3. Click Switch account.

Sign out of your HubSpot account

1. In Outlook, access your add-in settings.
2. In the HubSpot account section, click Sign out.

Additional settings

In addition to customizing your extension's settings, you can access the HubSpot Knowledge Base, take a tour of the add-in and its features, or review HubSpot's Customer Terms of Service from the add-in settings. You can also uninstall the HubSpot Sales Add-in or submit feedback on the add-in directly from the extension settings.