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Install HubSpot Sales for Gmail and Office 365

Last updated: December 13, 2023

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

All products and plans

With the HubSpot Sales Chrome extension for Gmail or the HubSpot Sales Office 365 add-in, you can access your sales tools directly from your inbox. Refer to the table below to determine which extension or add-in is compatible with your setup.

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.

 

Chrome extension

Office 365 add-in

Email host Gmail or G Suite Office 365
Email client

Gmail/G Suite in Chrome

Outlook on the web Outlook.com*
Outlook for Mac - version 15.33 or later
Outlook for PC - version 1603 (build 6769.0000) or later

Operating system Mac, PC Mac, PC
System requirements N/A N/A
Connected inbox required No** Yes
Centrally deploy/install for multiple users Available Available
Quick install links Install Install

*If you're accessing your email on Outlook.com, you cannot pin the Office 365 add-in in the inbox.

**Some sales tools cannot be used without a connected inbox.

Please note:

  • HubSpot Sales does not support Apple Mail. Apple does not provide support for third-party developers creating Apple Mail add-ons.
  • Terminal server environments are not supported for the Office 365 add-in.

 

Install the HubSpot Sales Chrome extension

Please note: Google's Rapid Release track is not compatible with the extension. If you're using this version, talk to your IT team about switching to the default release track. 

  • Click here to navigate to the HubSpot Sales extension in the Google Chrome store.
  • Check to make sure that you're signed into the correct Gmail account. You can see which account you're logged in to in the top right. 

chrome-web-store-email

  • In the dialog box, click Add to Chrome. If this is the first time you've added the extension, you'll be prompted to log in.

add-sales-extension-to-chrome

  • Log into your HubSpot Sales account when prompted.

With the HubSpot Sales Chrome extension, you'll have access to your templates, documents, and sequences from your Gmail inbox. 

To receive notifications, set up your browser notifications. To select which notifications you want to receive: 
  • Click the Chrome extension.
  • Click Notification Settings.
  • Select the Browser Notifications checkboxes you want to receive notifications for.

Chrome_notifications

If you are a Google admin for your organization, you can automatically install the extension for multiple users.

Install the HubSpot Sales Office 365 add-in

Please note:

There are two ways to install the HubSpot Sales Office 365 add-in:

Install the add-in individually

You can install the Office 365 add-in individually in your account. Keep in mind that if you have multiple email accounts in Outlook, you have to install the add-in in each email account where you want to access the sales tools. 

  • Click here to navigate to the add-in in Microsoft AppSource.

  • In the left sidebar, click Get It Now.

get-it-now-button-in-microsoft-webstore

  • In the dialog box, click Continue.
  • You'll be taken to your Office 365 account. Click Add.

hubspot-sales-add-confirmation

Once installation is complete, you'll be redirected to a page indicating the add-in has been successfully installed. You can now access your templates, documents, and sequences from your Outlook inbox.

To receive instant notifications for tracked emails, run Chrome with the HubSpot Sales Chrome extension installed.

Centrally deploy the add-in

Office 365 admins can centrally deploy the add-in to all Office 365 users in your organization. When the add-in is centrally deployed, all Office 365 users on the domain will automatically get the add-in, with no additional steps required.

Follow Microsoft's instructions to publish Office add-ins using centralized deployment via the Office 365 admin center. On the Centralized deployment step, select I want to add an Add-In from the Office Store, and search for HubSpot Sales.

Please note: when the add-in is centrally deployed, you may need to relaunch Office to see the add-in icon appear on the ribbon of the app. Outlook add-ins can take up to 12 hours to appear.

 

Install the HubSpot Sales Outlook desktop add-in

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.

Before you install the HubSpot Sales Outlook desktop add-in, review the following limitations and compatibility requirements:

Please note: the HubSpot Sales for Windows tray app will be deprecated on January 25, 2024. Email notifications will instead be delivered through HubSpot's browser-based notification system. Learn more about how to turn on and manage HubSpot browser notifications in this article.

To install the desktop add-in:

  • Click here to download the HubSpot Sales Outlook desktop add-in.
  • Run the HubSpot Sales for Outlook installer (setup.exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information.
  • Restart Outlook.
  • When prompted, log in with your HubSpot Sales account credentials.

Once installed, HubSpot Sales should appear in the inbox ribbon.

You can now access your templates, documents, and sequences right from your Outlook inbox. To receive instant notifications for tracked emails, run Chrome with the HubSpot Sales Chrome extension installed or download the HubSpot Sales for Windows tray app. This is an additional component of the add-in that allows you to receive instant notifications without running Google Chrome.

  • Click here to download the HubSpot Sales for Windows tray app (if you're having trouble getting the download to start, click here instead).
  • Run the downloaded setup.exe file.

Once the app is installed, you can view your activity feed by clicking the HubSpot sprocket iconsprocket in your Windows tray.

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