Last updated: October 13, 2020
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A feature of the HubSpot Sales Chrome extension, contact profiles is a collapsable sidebar in your Gmail account where you can access contact information from your HubSpot account.
Using contact profiles, you can search the contacts you have stored in HubSpot without having to leave your inbox:
When you click a contact's name in the sidebar, you'll see more information on the contact pulled from your HubSpot account, including the contact's About section, deals, tasks, and timeline.
Additionally, if a contact has unsubscribed from your emails, you'll see a message below their email address.
After searching for a particular contact and clicking the name to see more information, you can edit the contact's properties from the contact profile; this information will be saved in the HubSpot contact record as well.
You can create a task that will be associated with the contact directly from the contact profile.
The task will be saved in the contact profile under the contact's Tasks section. It will also be saved in HubSpot under Tasks in your main navigation menu, as well as on the contact's timeline.
While you can search your database and edit contacts right from your inbox, you may wish to jump to the contact record in HubSpot to see additional information.
When emailing someone who isn't in your HubSpot contact database, in the contact profile, click Add to HubSpot to add the contact to your HubSpot account. After adding them, you can edit their contact properties from the sidebar without leaving your Gmail account.
If you have the Automatically capture contact details from emails with HubSpot AI setting enabled in your account, HubSpot's AI will scan the email for the contact's information. If there's any data that is not stored in the contact record, HubSpot will populate the missing contact properties with information from the email. You can override any of the property values if needed before saving to HubSpot.
If you are consistently seeing a login message in the right sidebar of Gmail when you attempt to view contact profiles, you may need to make changes to your browser and inbox settings.
First, adjust your cookies settings in Chrome:
If you're still having trouble loading your contact profiles, disable any other Labs features. Learn more about troubleshooting the HubSpot Sales Chrome extension.
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