Set up the HubSpot Sales Office 365 add-in

The HubSpot Sales Office 365 add-in allows you to track and log emails and use some of the HubSpot sales tools directly in your email account. The add-in can be used in your Outlook desktop account on Windows as well as in your Outlook desktop account on a Mac, in your Outlook on the web account, and in your Outlook.com account.

Once installed, you can access the add-in from Outlook. It may 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.

If the add-in doesn't appear in the ribbon, click Apps at the top of the email composition window in Outlook and select the HubSpot Sales Office 365 add-in. Learn more about accessing add-ins in Outlook. 

In order to use the HubSpot Sales Office 365 add-in, your inbox must be connected to HubSpot. In addition, 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. You can pin the task pane open in your inbox to ensure your emails are always logged and tracked. 

This guide provides a list of resources to get you started with the HubSpot Sales Office 365 add-in:

Set up

• Install the HubSpot Sales Office 365 add-in
• Customize your HubSpot Sales Office 365 add-in

Use the add-in

• Track and log emails with the HubSpot Sales Office 365 add-in
• Log your sent and received emails to the CRM
• Use sales tools with the HubSpot Sales Office 365 add-in
• Use contact profiles with the HubSpot Sales Office 365 add-in

Troubleshoot the add-in

• Troubleshoot the HubSpot Sales Office 365 add-in
• Uninstall the HubSpot Sales Office 365 add-in