BetaView deal information in Outlook with the HubSpot Sales Office 365 add-in

View and manage deal information directly from the HubSpot Sales Office 365 add-in in Outlook. Review deal properties, AI-generated 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 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 Office 365 add-in.

Please note: to access this feature, your Super Admin can opt your account into the Deal Context in Office 365 Extension beta.

Before you get started

• To view deal information in Outlook, install the HubSpot Sales Office 365 add-in.
• This feature is not available with the HubSpot Sales Outlook desktop add-in.

View deals on an email thread

Use the HubSpot Sales Office 365 add-in to view deal records associated with an email thread. Learn more about setting up automatic associations for records and activities.

1. In your Outlook inbox, open an existing email.
2. Navigate to the HubSpot Sales add-in:
• Classic Outlook for Windows or Mac: in the main ribbon, click Sales Tools.
• New Outlook for Mac: in the main ribbon, click the three horizontal dots and select HubSpot Sales.
• New Outlook for Windows or Outlook on the web: in the main ribbon, click Apps and select HubSpot Sales.
3. In the task pane, navigate to the Deals on this email thread section. This section displays deals associated with the email. To view all deals associated with the contact, navigate to the Deals section in the task pane.
• 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 you preview a deal associated with the email thread, you can view and edit deal properties, review an AI-generated deal summary, and associate CRM 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 appears 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 it. 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 records already associated with the deal.
6. To create and associate a new record, click + Add. Learn more about associating records.