Connected Email

Get started with the Outlook desktop add-in

Last updated: October 13, 2020

Applies to:

All products and plans

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. 

VSTO-compose

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 10, Windows 8.1, Windows 8, Windows 7 Service Pack 1
For the best experience, use the latest version of any operating system.
Browser

IE 11

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 2010, 2013, 2016, or 2019
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. Install the HubSpot Sales Outlook desktop 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

Troubleshoot the desktop add-in