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Set up the Outlook desktop add-in

Last updated: April 3, 2024

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

All products and plans

The HubSpot Sales Outlook desktop add-in allows you to track and log emails and use some of the HubSpot sales tools directly in your email account. This add-in is for Windows only

Please note: due to the significant changes introduced by Microsoft as part of the new Outlook for Windows, HubSpot is ending support for the HubSpot Sales Outlook desktop add-in. Instead, it's highly recommended that you instead activate the HubSpot Sales web add-in. Learn more in this HubSpot Community post.

Transition to the new Outlook for Windows

Due to the changes that Microsoft introduced as part of the new Outlook for Windows, HubSpot will no longer develop new functionality for the Outlook desktop add-in. Although the desktop add-in will continue to be supported, it's recommended that you transition to use the web add-in for Outlook, as only web add-ins are supported in the new Outlook. The web add-in is available across PC, Mac, and Office online.

If you previously installed the HubSpot Sales for Windows tray app, you can uninstall it by following the steps outlined in this article.

Manually disable transitioning to new Outlook

If you're using specific inbox provider types that Microsoft doesn't yet support in the new Outlook, such as IMAP or POP3, your IT admin can manually disable the new Outlook toggle by following the resources below from Microsoft's Documentation:

About the HubSpot Sales Outlook desktop add-in

The HubSpot Sales Outlook desktop add-in does not require a connected inbox in order to be used in the inbox, though some HubSpot sales features require a connected inbox. Log and track preferences are automatically applied and the contact profiles pane is persistent, meaning it will always be open in the inbox.

Before installing the add-in, make sure you meet the system requirements:

Component Requirement
Computer and processor 1 gigahertz (GHz) or faster x86-bit or x64-bit processor with SSE2 instruction set
Memory 4 GB RAM
Hard disk 3 GB available disk space
Display 1024 x 768 screen resolution
Operating system Windows 11, Windows 10, Windows 8.1, Windows 8
For the best experience, use the latest version of any operating system.

Chromium (WebView2)

For external links: current version of Internet Explorer, Microsoft Edge, Chrome, or Firefox

.NET version .NET 4.6 CLR
Outlook version Latest stable version of Outlook 2013, 2016, 2019, or 2021. Microsoft Outlook for Microsoft 365 MSO is also supported.
Outlook account types IMAP, POP, Exchange (and O365)*, Google Apps Sync
Network Requires internet access for all HubSpot features.

* For the best experience with Exchange, Exchange Cached Mode is recommended.

If you don't use a PC or if your email environment is more aligned with the Office 365 add-in requirements, learn more about using the Office 365 add-in.

This guide provides a list of resources for the HubSpot Sales Outlook desktop add-in:

Install the desktop add-in

Use the desktop add-in

Troubleshoot the desktop add-in

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