With HubSpot Sales, you can use Contact Profiles to get context for the interactions your having with your contacts. When composing a message, a panel will appear on the right side of the compose window with information about the recipient, as well as a history of your interactions.
To enable Contact Profiles in Gmail, follow the instructions below:
- From your HubSpot Sales account, navigate to your HubSpot Sales Settings > Email Integrations.
- Toggle to the HubSpot Extensions tab at the top of the screen.
- Locate the section titled Contact Profiles and select the checkbox to enable Contact profiles in Gmail.
- Open your Gmail Inbox and compose a new message.
Add a recipient.
A side panel will appear featuring contact information and a button that allows you to Add (that contact) to HubSpot.
If you've enabled contact profiles, but the panel does not appear, ensure you do not have it collapsed within Gmail as seen in the screenshot below.