Customize HubSpot Sales Chrome extension settings

Customize HubSpot Sales Chrome extension settings in Gmail to manage how your emails are recorded in the CRM. Configure your inbox's email log and track preferences, set default associations, and manage your never log list directly from your Gmail inbox. By adjusting these settings, you can ensure only the relevant email activity gets logged to the CRM. 

HubSpot Sales Chrome extension settings apply to your Gmail inbox. To set default track and log settings for all users in your account, learn how to configure default log and track settings. 

Configure email log and track preferences

Set your inbox's log and track settings to automatically apply your preferences each time you compose a new email in your inbox. If your Super Admin configures log and track settings for all users, the account-wide settings override your inbox's log and track preferences.

To configure log and track preferences for your inbox:

1. In Gmail, click the sprocket sprocket icon at the top of your inbox and select Log and track settings.
2. To log all emails by default, toggle the Log email switch on.
3. To track all emails by default, toggle the Track email switch on.

Edit contact creation and associations for email logging

Super Admins customize your account's default association settings to determine which associated records an email automatically logs to (i.e., whether an email logs to the recipient's associated company or deal).

Customize your inbox's email association settings to apply your preferences each time you compose a new email in your inbox. Use these settings to automatically create new contacts for new email addresses and hide suggested email logging associations to reflect your account-wide default association settings.

To customize your email association settings in your inbox: 

1. In Gmail, click the sprocket sprocket icon at the top of your inbox and select Log and track settings.
2. In the Default Email Associations section, customize the following:
   • Create new contacts: select the checkbox to create a new contact when logging an email using an email address that doesn’t already exist in your CRM.
   • Hide suggested associations: select the checkbox to hide suggested associations when you log an email. When this setting is turned on, only the record types configured in your account's default association settings display when logging an email.
3. To review or customize the default association settings for your HubSpot account, click Manage Other Default Associations. You'll be directed to your activities settings in HubSpot where you can configure default activity associations for records.

Block specific emails or domains from logging to the CRM

Add specific email addresses or domains to your never log list to prevent emails sent to them from logging to your CRM or recording timeline activity. 

1. In Gmail, click the sprocket sprockesprocket icon at the top of your inbox and select Log and track settings.
2. In the Never log field, enter email addresses or domains you want to block.
3. Click Add. If you have Account Access permissions, select an option:
   
   • Block for all users: block the email or domain for all users in your account. 
   • Block only for me: block the email or domain for your user account only.

4. To unblock an email address or domain, hover over it and click the delete delete icon. 

You can also specify Never log emails and domains in your HubSpot account settings and block specific IP addresses from email tracking in HubSpot.

Organize tools in the sales toolbar 

Customize the sales toolbar in your Gmail compose window to ensure your workspace remains focused on the tools you use most frequently. For example, if you primarily use templates and tasks, you can hide sequences and documents. 

1. In Gmail, compose a new email or open an existing email. 

2. In the compose window, click More. Then, select Configure. 

3. To manage the tools displayed in the toolbar, click Add Tools. 
4. Select or clear the checkboxes next to each tool. Selected tools will automatically be added to the sales toolbar.
5. To reorder tools, click the directional arrows or click and drag the tool to your preferred configuration.
6. To hide a tool from the toolbar, click the delete delete icon next to the tool you want to remove. 

Changes to the toolbar save automatically. Learn more about how to use sales tools in the HubSpot Sales Chrome extension.