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How do I use HubSpot Sales Contact Profiles in Outlook?

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 Outlook:

  • Within Outlook, click the HubSpot Sales dropdown in the main navigation ribbon, then select Configure.

  • Click on the Settings tab and check the box next to Enable Contact Profiles.

To begin using Contact Profiles in Outlook:

  • Return to your 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).