When signing up for HubSpot Sales, you will be asked to install the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or HubSpot Sales Outlook plugin. You can also follow these instructions if you need to install the extension for your existing account. For instructions on connecting your Gmail or Office 365 account, click here. You can also find instructions on connecting your inbox via IMAP here.
HubSpot Sales Chrome extension
The HubSpot Sales Chrome extension can be installed directly from the Chrome Web Store here.
In the dialog box that appears, click + Add to Chrome. If this is the first time you are downloading the extension, you will be prompted to log in.
HubSpot Sales Office 365 add-in
The HubSpot Sales Office 365 add-in can be installed directly from Microsoft AppSource here.
Please note: the HubSpot Sales Office 365 add-in requires an Office 365 account (Office 365 Business Premium or Office 365 Business Essentials). If you do not have an Office 365 account but use Outlook for Desktop on Windows, install the HubSpot Sales Outlook plugin instead.
- Click Get It Now in the left sidebar.
- Click Continue in the dialog box that appears.
- You will be taken to your Office 365 account. Click Add.
- Once the installation is complete, you will be redirected to a page which indicates the add-in has been successfully installed.
HubSpot Sales Outlook plugin (Windows only)
First, download the HubSpot Sales for Outlook installer here.
Please note: the HubSpot Sales Outlook plugin does not support Outlook for Mac. If you use Outlook for Mac for Office 365, install the HubSpot Sales Office 365 add-in instead.
- Run the HubSpot Sales for Outlook installer (setup.exe).
- Restart Outlook.
- After it is installed, you will be asked to log in with your HubSpot Sales account.
- HubSpot Sales should appear in the ribbon.
HubSpot Sales for Windows
The HubSpot Sales Outlook plugin has an additional component called HubSpot Sales for Windows that allows you to receive instant notifications without the HubSpot Sales Chrome extension. With HubSpot Sales for Windows, you don't need to run Google Chrome.
Once you've installed the HubSpot Sales Outlook plugin, you will then be prompted to download HubSpot Sales for Windows:
Click Download now to install HubSpot Sales for Windows. Alternatively, you can download the component directly here. When HubSpot Sales for Windows is installed, you'll be able to view your stream by clicking on the HubSpot Sales icon in your Windows tray.