Settings

How do I install the HubSpot Sales email extension?

Last updated: May 23, 2018

When signing up for HubSpot Sales, you'll be asked to install the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or the HubSpot Sales Outlook desktop add-in.

Review the matrix below to decide what extension or add-in is right for you. Once you decide, click the extension or add-in name to jump to the installation instructions: 

 

Chrome extension

Office 365 add-in 

Outlook desktop add-in

Email host Gmail or G Suite Office 365 Any
Preferred email client

Gmail/G Suite in Chrome

Outlook on the web Outlook.com
Outlook for Mac
Outlook 2016
Outlook 2013
Outlook 2010
Operating system Mac, PC Mac, PC PC only
Requires connected inbox No* Yes No*

* Some sales tools cannot be used unless you have a connected inbox

Install the HubSpot Sales Chrome extension

The HubSpot Sales Chrome extension can be installed directly from the Chrome Web Store

In the dialog box that appears, click + Add to Chrome. If this is the first time you're downloading the extension, you'll be prompted to log in. 

Install the HubSpot Sales Office 365 add-in

There are two ways to install the HubSpot Sales Office 365 add-in: 

  • Install the add-in from Microsoft AppSource
  • Centrally deploy the add-in to all your Office 365 users

Install the add-in from Microsoft AppSource

The HubSpot Sales Office 365 add-in can be installed directly from Microsoft AppSource:

Please note: the HubSpot Sales Office 365 add-in requires an Office 365 account (Office 365 Business Premium, Office 365 Business Essentials, or Office 365 Personal). If you don't have an Office 365 account but use Outlook for Desktop on Windows, install the HubSpot Sales Outlook desktop add-in instead.

  • Click Get It Now in the left sidebar.

  • Click Continue in the dialog box that appears.
  • You'll be taken to your Office 365 account. Click Add.

  • Once the installation is complete, you'll be redirected to a page indicating the add-in has been successfully installed.

Centrally deploy the add-in to all your Office 365 users 

Office 365 admins can centrally deploy the add-in to all users. When the add-in is centrally deployed, every Office 365 user at the domain will automatically get the add-in, with no additional effort by each user: 

  • Log in as an Office 365 administrator and navigate to your Office admin account.
  • Click Upload Add-In at the top of your screen, then click Next
  • Select I want to add an Add-In from the Office Store. Search for HubSpot Sales to add it for all users.

 

Install the HubSpot Sales Outlook desktop add-in (Windows only)

There are two components of HubSpot Sales for Outlook on desktop: the add-in and the Windows tray app.

Install the add-in

First, download the HubSpot Sales for Outlook installer

Please note: the HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. If you use Outlook for Mac, an Outlook on the web account, or an Outlook.com account, install the HubSpot Sales Office 365 add-in instead. Additionally, HubSpot Sales is not supported in terminal server environments.

  • Run the HubSpot Sales for Outlook installer (setup.exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information. 
  • Restart Outlook.
  • After the add-in is installed, you'll be asked to log in with your HubSpot Sales account credentials.
  • HubSpot Sales should appear in the inbox ribbon.

Install the Windows tray app, HubSpot Sales for Windows

The HubSpot Sales Outlook desktop add-in has an additional component called HubSpot Sales for Windows that allows you to receive instant notifications without the HubSpot Sales Chrome extension. With this tray app, you don't need to run Google Chrome.

Once you've installed the HubSpot Sales Outlook desktop add-in, you'll be prompted to download HubSpot Sales for Windows. Click Download now in the dialog box to install HubSpot Sales for Windows. Alternatively, you can download the HubSpot Sales for Windows installer here. When HubSpot Sales for Windows is installed, you'll be able to view your activity feed by clicking the HubSpot sprocket icon in your Windows tray. 

Organizing Your Contacts

Was this article helpful?