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Set up the Outlook desktop add-in

Last updated: September 22, 2023

Available with any of the following subscriptions, except where noted:

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 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. 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

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