BetaView deal information in Gmail with the HubSpot Sales Chrome extension

View and manage deal information directly from the HubSpot Sales Chrome extension in Gmail. Review deal properties, Breeze deal summaries, and recent engagement while working in your inbox. For example, if you're responding to a lead about an open deal, you can review the current deal stage and a Breeze summary of recent activities to ensure your reply includes the context from the ongoing deal.

Learn more about using contact profiles with the HubSpot Sales Chrome extension.

Please note: to access this feature, your Super Admin can opt your account into the Deal Context in Gmail Extension beta.

Before you get started

• Install the HubSpot Sales Chrome extension.

View deals on an email thread

Use the HubSpot Sales Chrome extension to view deal records associated with an email thread. Learn more about setting up automatic associations for records and activities.

1. In Gmail, open an existing email.
2. In the right sidebar menu, click the sprocket sprocket icon.
3. In the right panel, navigate to the Deals on this email thread section. This section displays deals associated with the selected email. To view all deals associated with the contact, navigate to the Deals section.
   • If the email is logged to multiple deals, the open deal with the most recent Last contacted date is displayed.
4. To view all deals associated with the email, click Show more.
5. To associate the email with new or existing deals, click + Add:
   • Create and associate new deals: on the Create new tab, enter the property values in the create form, then click Create.
   • Associate existing deals: on the Add existing tab, select the checkboxes next to the deals you want to associate, then click Save.
6. To preview the deal, click Preview on the deal card.

Preview deals associated with an email thread

When previewing a deal associated with the email thread, view and edit deal properties, review a Breeze deal summary, and associate records or tasks. You can also view the deal's recent sales activities.

1. To view deal information, navigate to the About this deal section.
   • The properties available in this section are customized in the Edit Deal property list deal preview card that displays outside of the CRM. Learn how to update the properties in your preview cards.

2. To edit a deal 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 field.
   • For an enumeration or user property, select a value from the dropdown menu.
3. To review an AI-generated deal summary, click Breeze deal summary. Learn more about how to summarize a record.
   
4. To view records associated with the deal, scroll down to the Contacts, Companies, or Tasks section.
5. Click to expand the section to view any existing records already associated with the deal.
6. To create and associate a new record, click + Add. Learn more about associating records.

7. To view the deal’s logged sales activities, click the Activity tab.