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How do I use HubSpot Sales Contact Profiles in Gmail?

Last updated: September 14, 2016

Available For:

Product: HubSpot Sales
Subscription: Free, Professional

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:

  • Within Sales, navigate to Settings > Sales Extension
  • Click to toggle the Contact Profiles in Gmail switch on. 

  •  Open your Gmail Inbox and compose a new message.
  • Add a recipient.

  • A side panel will appear featuring contact information, recent tweets, and a button to add the contact to your CRM (if you have Salesforce or the HubSpot CRM connected).

 

If you 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.