Last updated: October 13, 2020
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With contact profiles, contact information is visible in a sidebar menu in your email client. As you write emails to contacts, you'll see additional information about them that's stored in your HubSpot account to help make your email personalized and contextual without having to leave your inbox.
To access contact profiles using the Office 365 add-in on an Outlook desktop account:
To access contact profiles using the Office 365 add-in in an Outlook on the web or Outlook.com account:
To access contact profiles using the Outlook desktop add-in:
If you have contact profiles disabled, when you compose a new email, contact profiles will no longer appear by default. You can still view contact profiles for a specific email by clicking Contact Profiles in the HubSpot section of the Outlook ribbon.
Whether you're using the Office 365 add-in or the Outlook desktop add-in, contact profiles function in the same way. This article covers the following functionalities of contact profiles in the add-ins, using the Office 365 add-in in an Outlook.com account as an example:
In the contact profiles pane, use the search bar to search for a specific contact in your HubSpot contact database by name or email address. Once you select the contact, you'll pull up more information from their HubSpot contact record in the pane.
When you click a contact's name in the pane, you'll see more information on the contact pulled from your HubSpot account, including the contact's About section, deals, tasks, and timeline. You can edit contact properties under the About section and create tasks under the Tasks section.
Additionally, if the contact has unsubscribed from your emails, you'll see a message in the pane 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 in the contact profiles pane (this information will be saved in the HubSpot contact record as well):
After searching for a particular contact and clicking the name to see more information, you can create a task that will be associated with the contact:
The task will be saved in the contact profiles pane 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.
You can also select Call. The contact's record in HubSpot will open in a new browser tab or window, and the Call tab above the timeline will be automatically selected.
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