Set up the Outlook desktop add-in
Last updated: September 22, 2023
Available with any of the following subscriptions, except where noted:
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The HubSpot Sales Outlook desktop add-in allows you to track and log emails and use some of the HubSpot sales tools directly in your email account. This add-in is for Windows only. Currently, Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Outlook desktop add-in. Check your Outlook version to ensure it is Click-to-run.
Once installed correctly, the add-in will appear in the main ribbon of your Outlook desktop account.
Please note: the Outlook desktop add-in will appear in any email address you have set up in your Outlook account.
The HubSpot Sales Outlook desktop add-in does not require a connected inbox in order to be used in the inbox, though some HubSpot sales features require a connected inbox. Log and track preferences are automatically applied and the contact profiles pane is persistent, meaning it will always be open in the inbox.
Before installing the add-in, make sure you meet the system requirements:
Component | Requirement |
Computer and processor | 1 gigahertz (GHz) or faster x86-bit or x64-bit processor with SSE2 instruction set |
Memory | 4 GB RAM |
Hard disk | 3 GB available disk space |
Display | 1024 x 768 screen resolution |
Operating system | Windows 11, Windows 10, Windows 8.1, Windows 8 For the best experience, use the latest version of any operating system. |
Browser | Chromium (WebView2) For external links: current version of Internet Explorer, Microsoft Edge, Chrome, or Firefox |
.NET version | .NET 4.6 CLR |
Outlook version | Latest stable version of Outlook 2013, 2016, or 2019. Microsoft Outlook for Microsoft 365 MSO is also supported. |
Outlook account types | IMAP, POP, Exchange (and O365)*, Google Apps Sync |
Network | Requires internet access for all HubSpot features. |
* For the best experience with Exchange, Exchange Cached Mode is recommended.
If you don't use a PC or if your email environment is more aligned with the Office 365 add-in requirements, learn more about using the Office 365 add-in.
This guide provides a list of resources to get you started with the HubSpot Sales Outlook desktop add-in:
Set up
Use the desktop add-in
- Track and log emails with the HubSpot Sales Outlook desktop add-in
- Use sales tools with the HubSpot Sales Outlook desktop add-in
- Use contact profiles with the HubSpot Sales Outlook desktop add-in
Troubleshoot the desktop add-in