Last updated: November 4, 2021
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Access the HubSpot sales tools directly in your inbox when composing emails with the HubSpot Sales Outlook desktop add-in installed.
This article walks through using the following HubSpot sales tools with the Outlook desktop add-in:
If you're using the Office 365 add-in, learn how to use the HubSpot sales tools in your inbox in this guide: Use sales tools with the HubSpot Sales Office 365 add-in.
To insert snippets in your emails using the Outlook desktop add-in:
To insert a template using the Outlook desktop add-in:
To insert a document using the Outlook desktop add-in:
To insert a meeting link using the Outlook desktop add-in so a contact can access your 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 booking page.
To enroll a contact in a sequence using the Outlook desktop add-in:
Use the Track and Log features of the HubSpot Sales Outlook desktop add-in to monitor and keep a record of...
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