View and manage contacts in Gmail with the HubSpot Sales Chrome extension

Use the HubSpot Sales Chrome extension to view and update CRM contact information directly in Gmail. From the HubSpot Sales panel, you can search for contacts, log sales activities, create tasks, and associate companies, deals, and tickets without leaving your inbox.

To access contact information on other web pages, learn more about using the HubSpot Sales Chrome extension across the web. 

Search for contacts

Search for an existing CRM contact from the HubSpot Sales panel in Gmail.

1. In your Gmail inbox, on the right sidebar menu, click the sprocket sprocket icon.
   • If the right sidebar menu isn't available, click Show side panel in the bottom right.

2. In the HubSpot Sales panel, click the search search icon.

3. In the search bar, enter the contact's name or email.
4. Click the contact. The contact's information will appear in the panel.

View contacts and log sales activities

From your Gmail inbox, review contact details, edit contact properties, and log sales activities. 

1. In your Gmail inbox, on the right sidebar menu, click the sprocket sprocket icon.
2. To view a specific contact, search for the contact or open an existing email thread with the contact.
3. To view the contact record in your CRM, click Open in HubSpot. 

4. To view contact details, click to expand the About this contact section. 
5. To edit a property, click a property to edit. Depending on the property type, edit the value:

• • For a text or number property, enter your value in the text box.
  • For an enumeration or user property, select a value.
  • At the bottom, click Save.

Create or log sales activities 

At the top of the HubSpot Sales panel, select the activity you want to create or log:

• Note: click the description note icon to create a note.
• Email: click the email email icon to draft and send a one-to-one email.
• Call: click the calling call icon to open the calling tool and make a call.
• Task: click the tasks task icon to open the task editor and schedule a task.
• Meeting: click the meetings meeting icon to open the meeting scheduler and book a meeting on your calendar.
• Sequence: click the sequences sequence icon to enroll the contact in a sequence. Sequence enrollment requires an assigned Sales Hub or Service Hub Professional or Enterprise seat.
  
• Enroll to agent: click the breezeSingleStar AI icon to enroll the contact in the prospecting agent (Sales Hub only).

Associate companies, deals, or tickets 

From Gmail, associate an existing company, deal, or ticket with a contact, or create and associate a new record. The associated record will appear on the contact in Gmail, on the contact record in your CRM, and on the record's index page.

1. In your Gmail inbox, on the right sidebar menu, click the sprocket sprocket icon.
2. To view a specific contact, search for the contact or open an existing email thread with the contact.
3. Scroll to the Companies, Deals, or Tickets section. 
4. Click to expand the section and view existing records associated with the contact.
   • In the Deals section, the first 10 associated deals will appear. 
5. To create and associate a new record, click Add.
6. On the Create new tab, enter the property values in the create form.
   • To control which fields appear in a create form, learn more about customizing the create form for each object. 
   • To apply an association label, set the label after the record is created.
7. Click Create. To create and associate another record, click Create and add another.

To associate an existing record:

1. In the object section, click Add.
2. Click the Add existing tab. 
3. Search for the record you want to associate, then select the checkbox next to the record name.
4. Click Next.
5. To label the record association (Professional and Enterprise only), click +Add association label,then select labels that describe the relationship between the records
6. Click Save.

Create tasks

Create a task associated with the contact directly from Gmail. The task will also appear on the task index page and on the contact record in the CRM.

1. In your Gmail inbox, on the right sidebar menu, click the sprocket sprocket icon.
2. To view a specific contact, search for the contact or open an existing email thread with the contact.
3. In the HubSpot Sales panel, click to expand the Tasks section.
4. Review existing tasks that you've created or that are assigned to you, then click Add to create a task for the contact.
5. Enter the task name and select a due date.
6. Click Save.

Add email recipients as new contacts

Add an email recipient who isn't already in your CRM as a new contact directly from Gmail.

1. In your Gmail inbox, open the email composer and add a recipient. 
2. On the right sidebar menu, click the sprocket sprocket icon.
3. In the HubSpot Sales panel, click Add to HubSpot.

After you add the recipient as a contact, edit the contact's properties from the side panel without leaving Gmail.

Troubleshoot issues when viewing contacts

If you're consistently seeing a login message in the right sidebar of Gmail when viewing contacts, you may need to make changes to your browser and inbox settings.

First, adjust your cookies settings in Chrome:

1. In the upper right corner of your Chrome browser, click the Settings menu (three dots or three horizontal lines), then select Settings.
2. In the left sidebar menu, click Privacy and security. 
3. In the Privacy and security section, click Site Settings. Older versions of Chrome label this as Content settings.
4. Click Third-party cookies.
5. Ensure that the Allow third-party cookies setting is toggled on. Your changes will be saved automatically.
6. If you are unable to toggle the Allow third-party cookies switch on, click Add in the Allow section and add [*.]getsidekick.com, [*.].hubspot.com, and [*.]hsappstatic.net to explicitly allow them.
7. Refresh Gmail.

Additionally, some Gmail Labs (e.g., the Gmail Lab called Preview Pane) are incompatible with the HubSpot Sales Chrome extension because of inconsistent formatting of their beta features. Turning this off should allow the sidebar to appear:

1. Open Gmail.
2. Click the gear icon, then select See all settings.
3. Click the Labs tab.
4. Search for Preview Pane and turn off the feature.

If you're still having trouble loading your contacts, turn off any other Labs features. Learn more about troubleshooting the HubSpot Sales Chrome extension.