Last updated: June 28, 2023
Access the HubSpot sales tools in your inbox when composing emails with the HubSpot Sales Office 365 add-in.
This article walks through using the following HubSpot sales tools with the Office 365 add-in:
If you're using the Outlook desktop add-in, learn how to use the HubSpot sales tools in your inbox in this guide: Use sales tools with the HubSpot Sales Outlook desktop add-in.
Please note: to use your meetings tool in Outlook, you must have a connected calendar.
To insert a template using the Office 365 add-in:
To insert a meeting link into an email using the Office 365 add-in so that your contacts can access you scheduling page:
The name of your meeting will appear in your email. It will be hyperlinked, so when a prospect clicks it, they'll be brought to your scheduling page.
To enroll a contact in a sequence using the Office 365 add-in: