Last updated: June 28, 2023
In your Office 365 add-in settings, you can configure your default options for the add-in. You can connect the add-in to another HubSpot account, configure your default log and track settings, and access your email integration settings.
Please note: if you are using the Outlook desktop add-in, the add-in settings will look different in your mail client. Learn more about how to customize your Outlook desktop add-in settings.To access your add-in settings:
You can customize your default log and track preferences so the settings are applied each time you send an email. You can also add email addresses and domains to the Never log list to prevent emails sent to these addresses or domains from logging to HubSpot.
Configure your preferences so you don't have to select the log and track checkboxes each time you send an email.
You can also customize which associated records the emails will automatically log to. For example, you can choose to only log emails to the record's associated deal records or only to existing contacts in your CRM.
Learn how to edit email associations before sending the email.
For an email to successfully log and track, the add-in task pane must be open when you send a logged or tracked email. You can pin this task pane in your inbox so it is always open.
Please note: you cannot pin the task pane open in the inbox when accessing your @outlook.com email address on Outlook.com.
Please note: the read pane and compose pane need to be pinned separately. Closing the add-in pane will un-pin it.
Emails sent to an email address or domain included in your Never log list will never save to your CRM. Email tracking activity will also not appear on the contact's timeline.
Manage the settings for your connected inbox. You'll be brought to your HubSpot account's email integration settings where you can connect or disconnect your inbox, and configure the following additional extension settings:
You'll see your account information listed here. If you're using multiple HubSpot accounts, you can switch which account the add-in is linked to:
You can also sign out of your HubSpot account from the add-in by clicking Sign out of HubSpot.
In addition to customizing your extension's settings, you can access the HubSpot Knowledge Base, take a tour of the add-in and its features, or review HubSpot's Customer Terms of Service from the add-in settings. You can also uninstall the HubSpot Sales Add-in or submit feedback on the add-in directly from the extension settings.