Create or log activities with the HubSpot Sales Office 365 add-in

Last updated: October 2, 2025

Create or log sales activities for a contact, directly from your Outlook inbox when using the HubSpot Sales Office 365 add-in. This includes creating or logging notes, emails, calls, tasks, and meetings. If you’re a user with an assigned Sales Hub or Service Hub Professional or Enterprise seat, you can also enroll a contact into a sequence.

Create or log activities in the contact profile

In your Outlook inbox, compose a new email or open an existing email in Outlook. If composing a new email, add a recipient.
Open the sales tools in your inbox. This process will differ slightly depending on the version of Outlook you're using. In the table below, hover over the enlargeIcon icon to view the add-in for each Outlook version.

Outlook version	Access the add-in
Outlook for Windows or Mac (classic) enlargeIcon	At the top of Outlook, in the main ribbon, click Sales Tools.
Outlook for Windows or Mac (new) enlargeIcon	At the top of Outlook, in the simplified ribbon or toolbar, click the three horizontal dots. Then, select Customize Toolbar to access the add-in. You can also click and drag HubSpot Sales into the toolbar.
Outlook on the web enlargeIcon	At the top of Outlook, in the main ribbon, click Apps, then select HubSpot Sales.

In the right task pane, under the Contact profile section, click View contact.
In the upper right, click the icon for the activity you want to create or log.
- To create a note, click the description Note icon.
- To create a sales email, click the email Email icon. The email editor will open for you to draft and send an email.
- To make a phone call, click the calling Call icon. The calling tool will open for you to make a call.
- To create a task, click the tasks Task icon. The task editor will open for you to schedule a task.
- To schedule a meeting, click the meetings Meeting icon. The meeting scheduler will open for you to book a meeting on your calendar.
- To enroll the contact into a sequence, click the sequences sequence icon. Sequence enrollment requires an assigned Sales Hub or Service Hub Professional or Enterprise seat.
Once you've created or logged the activity, it'll be available on the contact’s activity in the contact profile as well as the contact record in your CRM.

The HubSpot Sales Office 365 contact profile, showing the options to create a note, email, call, task, or meeting within the task pane.

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