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Set up the HubSpot Sales Office 365 add-in

Last updated: September 3, 2025

Available with any of the following subscriptions, except where noted:

The HubSpot Sales Office 365 add-in allows you to track and log emails, and use HubSpot sales tools directly in your Outlook inbox. The add-in can be used in Outlook for Windows, Outlook for Mac, or Outlook for the web. Learn more about system requirements

Once installed, the steps to access the add-in may vary based on the Outlook version you're using. Learn more about accessing add-ins in Outlook

In the table below, hover over the enlargeIcon icon to view the add-in for each Outlook version. 

Outlook version  Access the add-in

Outlook for Windows or Mac (classic) 

enlargeIcon add-in-office-365

At the top of Outlook, in the main ribbon, click Sales Tools.

Outlook for Windows or Mac (new) 

enlargeIcon Outlook for Mac, highlighting how to access the HubSpot Sales Office 365 add-in from Outlook.

At the top of Outlook, in the simplified ribbon or toolbar, click the three horizontal dots. Then, select Customize Toolbar to access the add-in.

You can also click and drag HubSpot Sales into the toolbar. 

Outlook on the web 

enlargeIcon Outlook on the web, highlighting how to access the HubSpot Sales Office 365 add-in from Outlook.

At the top of Outlook, in the main ribbon, click Apps, then select HubSpot Sales.

In order to use the HubSpot Sales Office 365 add-in, your inbox must be connected to HubSpot. Any preferences set for tracking and logging emails are only applied when the HubSpot Sales sidebar pane is open when composing each email. You can pin the task pane open in your inbox to ensure your emails are always logged and tracked. 

Install the HubSpot Sales Office 365 add-in

This guide provides a list of resources to get you started with the HubSpot Sales Office 365 add-in:

Set up

Use the add-in

Troubleshoot the add-in

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