Last updated: February 27, 2024
In your Outlook desktop add-in settings, you can configure your default options for the add-in. You can connect the add-in to another HubSpot account, configure your default log and track settings, and access your email integration settings.
Please note: due to the significant changes introduced by Microsoft as part of the new Outlook for Windows, HubSpot will no longer develop new functionality for the HubSpot Sales Outlook desktop add-in. The desktop add-in will remain supported, but it's highly recommended that you instead activate the HubSpot Sales web add-in. Learn more in this HubSpot Community post.
To access your settings:
Information about the HubSpot account that your add-in is connected to will appear, including your user email address and your inbox connection status.To switch the HubSpot account your add-in is syncing to, click the Switch connected HubSpot account dropdown menu and select another HubSpot account. This will be the account where your tracked and logged email information is stored. This is also the account where you'll access your sales tools from in your email client.
If you want the contact profiles sidebar to appear in your email account when sending emails to your contacts, select the Show Contact Profiles checkbox. If you have data privacy settings turned on in your account, the contact profiles setting must be turned on.
You can customize your default log and track preferences so the settings are applied each time you send an email.
You can also customize which associated records the emails will automatically log to. For example, you can choose to only log emails to the record's associated deal records or only to existing contacts in your CRM.
Emails sent to an email address or domain included in your Never log list will never save to your CRM. Email tracking activity will also not appear on the contact's timeline.
When you're finished configuring your desktop add-in, click Save at the bottom.
If you need additional assistance getting set up with your Outlook desktop plugin, in the dialog box, click the Help dropdown menu. Select Academy to access training resources, or click Customer Terms of Service if you want to know more about how HubSpot handles your data.