To really make the most of your sales efforts in the new Outlook, you should absolutely get familiar with the HubSpot Sales Extension. You see, HubSpot has moved away from its older desktop add-in, and now they’re all about the web add-in for a smoother experience across all your devices, including the new Outlook on Windows, Mac, and even your web browser. This means you can keep logging emails, tracking opens, and using all those handy sales tools directly from your inbox, no matter how you access Outlook.
I remember my first time trying to connect HubSpot with Outlook, and honestly, it felt like navigating a maze. There were different versions, confusing compatibility notes, and sometimes, things just didn’t work as expected. But trust me, once you get it set up right, it’s a must for staying organized and responsive. The goal here is to help you cut through that confusion, get the HubSpot Sales Extension humming along with your new Outlook, and make your day-to-day sales activities a whole lot easier. We’ll cover everything from why this extension is so valuable to step-by-step installation, how to use its powerful features, and even how to troubleshoot those pesky issues that pop up. My aim is to give you a complete, practical guide that feels like a chat with a friend, not a dry manual.
What’s the HubSpot Sales Extension for Outlook, Anyway?
let’s break it down. The HubSpot Sales Extension for Outlook is basically your direct link between your email inbox and your HubSpot CRM. Think of it like this: instead of constantly hopping between your email and HubSpot to log activities, find contact info, or send templated messages, this extension brings HubSpot’s power right into your Outlook.
It’s designed to streamline your sales and customer service workflows, allowing you to manage client interactions more efficiently without ever leaving your email client. This is especially true now with the “new Outlook for Windows,” where Microsoft has made significant changes, leading HubSpot to shift its focus from the old desktop add-in to a more universal web add-in. This web add-in, also known as the HubSpot Sales Office 365 add-in, works across different platforms, giving you a consistent experience whether you’re on a PC, a Mac, or using Outlook on the web.
This integration isn’t just about convenience. it’s about keeping your CRM data clean and up-to-date automatically. Imagine sending an email and having it logged to the right contact record in HubSpot without lifting an extra finger. That’s the kind of magic we’re talking about here.
Why You Need the HubSpot Sales Extension in Your Outlook
If you’re in sales, marketing, or customer service, you know how crucial communication is. But managing all that communication and making sure it’s reflected in your CRM can be a huge time sink. That’s where the HubSpot Sales Extension truly shines. It’s not just a nice-to-have. it’s an essential tool for boosting your productivity and making more informed decisions. Mastering the HubSpot Digital Marketing Certification: Your Honest Guide to Acing the Exam
Automated CRM Updates and Email Logging
One of the biggest headaches for sales teams is manual data entry. You send an email, then you have to go into your CRM, find the contact, and manually log that interaction. It’s tedious, and let’s be honest, it often gets skipped when things get busy.
With the HubSpot Sales Outlook extension, this problem largely disappears. When you send an email with the extension enabled, it can automatically log that email to the relevant contact, company, or even deal record in your HubSpot CRM. This creates a complete communication history for every contact, making it easy for anyone on your team to see past interactions. This means less time on admin and more time focusing on building relationships. In fact, some users report saving nearly 12 hours per week by implementing these best practices.
Real-Time Email Tracking Opens, Clicks, Attachments
Ever wonder if your email actually landed? Or if your prospect even bothered to open it? What about those important links you included – did they click them? The HubSpot Sales Extension gives you these answers in real-time.
When you send a tracked email, HubSpot embeds a tiny, invisible one-pixel image into the message. The moment your recipient opens the email and loads images, you get a notification! If you have a Sales Hub paid seat, you’ll also get notifications when they click on links or open attachments. This insight is incredibly powerful. Imagine knowing a prospect just opened your proposal – that’s your cue to follow up with perfect timing. This feature helps you prioritize your outreach and tailor your follow-ups based on actual engagement, rather than just guessing.
Instant Access to Sales Tools
Beyond logging and tracking, the extension puts a suite of HubSpot sales tools right at your fingertips within Outlook: Ultimate Guide to HubSpot Email Signature Creator
- Email Templates: Tired of typing the same emails over and over? Create and save email templates in HubSpot, then access and use them directly from Outlook. This saves a ton of time and ensures consistent messaging. You can even measure the performance of these templates to see which ones resonate best.
- Snippets: For those short, frequently used phrases or paragraphs think FAQs, product descriptions, or common responses, snippets are a lifesaver. Just type a short shortcut, and the snippet expands into your full text.
- Sequences: If you’re on a Sales Hub paid plan, you can enroll contacts into automated email sequences directly from Outlook. This means you can set up a series of personalized follow-up emails and tasks that get delivered automatically, keeping your leads engaged without constant manual effort.
- Meetings Links: Stop the back-and-forth email dance trying to find a meeting time. Insert your HubSpot meeting link into an email, and let your prospects pick a time that works for both of you directly from your calendar. HubSpot smartly only shows your available slots.
- Documents: Easily share your sales documents, presentations, and resources directly from your HubSpot documents library, with the added benefit of knowing when they’re opened and viewed.
- Contact Profiles: View key contact information, recent activities, and deal stages from your HubSpot CRM without ever leaving your Outlook inbox. This quick access to context helps you personalize your communication and respond more effectively.
Enhanced Productivity
Ultimately, the goal of integrating HubSpot with Outlook is to make you more productive. By automating tasks, providing valuable insights, and centralizing your sales tools, you spend less time on administrative work and more time on what truly matters: connecting with prospects and closing deals. Sales professionals often report that these integrations lead to more focused conversations and improved conversion rates.
Compatibility: Which Outlook Version Works Best?
This is a crucial point, and honestly, where a lot of the confusion often comes from! With Microsoft’s “new Outlook for Windows” making some significant changes, HubSpot has had to adapt. Here’s the current you need to understand:
The Shift to the HubSpot Sales Web Add-in Office 365 Add-in
This is the main takeaway: HubSpot is now heavily recommending and actively developing for the HubSpot Sales web add-in, also known as the HubSpot Sales Office 365 add-in.
Why? Because this version offers broader compatibility and a more consistent experience across different platforms: What Are HubSpot Extensions Anyway?
- Outlook for Windows New Outlook: If you’ve switched to the “new Outlook for Windows,” this is the add-in you’ll need. HubSpot’s older desktop add-in isn’t getting new features for this version. If you’re using the old desktop add-in and switch to the new Outlook, the web add-in should automatically install.
- Outlook for Mac: Good news for Mac users! The Office 365 add-in is the way to go here, especially if you’re using the Outlook app that comes with your Microsoft 365 subscription. The old desktop add-in did not support Outlook for Mac.
- Outlook on the Web Office 365 Web: This add-in works seamlessly in your browser, whether you’re using Outlook.com or Office 365 web access.
- Microsoft 365 MSO: If you’re on Microsoft 365 formerly Office 365, you’re likely already set up for this add-in.
Important Notes for the Web Add-in:
- Your inbox must be connected to HubSpot for the Office 365 add-in to fully function.
- Outlook installed directly from the Microsoft Store is generally not compatible. You’ll want the Click-to-Run version of Outlook.
- Office 365 accounts hosted by GoDaddy are not compatible with the HubSpot Sales Office 365 add-in, as GoDaddy doesn’t support third-party apps in this context.
- Terminal server environments are not supported.
The Legacy HubSpot Sales Outlook Desktop Add-in
This is the older version, primarily for Windows desktop users. While it’s still supported for those using the “old Outlook for Windows,” HubSpot has clearly stated they will no longer actively develop or improve it due to Microsoft’s changes in the new Outlook.
Compatibility for the Desktop Add-in if you’re still using it:
- Operating System: Windows 11, Windows 10, Windows 8.1, Windows 8.
- Outlook Versions: Latest stable versions of Outlook 2013, 2016, 2019, or 2021. Also Microsoft Outlook for Microsoft 365 MSO.
- Network: Requires internet access.
- Browser: Chromium WebView2, or current versions of Internet Explorer, Microsoft Edge, Chrome, or Firefox for external links.
A HUGE Warning: Do NOT install both the HubSpot Sales Office 365 add-in and the HubSpot Sales Outlook desktop add-in on the same device. They will conflict and cause problems. If you’re moving to the new Outlook, uninstall the old desktop add-in first.
When you’re dealing with different versions and icons, it can feel like a bit of a headache. Some users have even reported seeing different colored icons orange, red, blue for what they thought were the same add-in, indicating underlying version differences and potential issues with thread tracking. My advice: always aim for the recommended web add-in to avoid compatibility headaches down the road. Supercharge Your Inbox: The Ultimate Guide to the HubSpot Gmail Extension
Installing the HubSpot Sales Extension for New Outlook
You’re ready to get this thing installed and working with your new Outlook! This process usually involves adding the HubSpot Sales Office 365 add-in from Microsoft AppSource. Remember, HubSpot recommends this web add-in for the “new Outlook” experience.
Here’s how to do it step-by-step:
Method 1: Installing via Microsoft AppSource Recommended for New Outlook
This is the most straightforward and recommended way to install the HubSpot Sales web add-in, especially if you’re using Microsoft 365 or Outlook on the web.
- Open Outlook: Start by opening your Outlook application or going to Outlook on the web outlook.com or your Office 365 web portal.
- Access Add-ins:
- For Outlook Desktop New Outlook or Office 365: Look for an “Apps” button or the “Get Add-ins” option in your ribbon or toolbar. Sometimes, you might click on the three horizontal dots
...
to find “Get Add-ins” or “Customize Toolbar” to add the HubSpot Sales icon directly. - For Outlook on the Web: When composing a new email, look for “Apps” in the main ribbon and select “HubSpot Sales”. You might also find a “Manage Add-ins” option under settings.
- For Outlook Desktop New Outlook or Office 365: Look for an “Apps” button or the “Get Add-ins” option in your ribbon or toolbar. Sometimes, you might click on the three horizontal dots
- Search for HubSpot Sales: In the Office Add-ins store or Microsoft AppSource, use the search bar to find “HubSpot Sales”.
- Add the Add-in: Click “Add” or “Get It Now” for the “HubSpot Sales” add-in.
- Follow Prompts: You’ll likely see a dialog box asking you to confirm or continue. Click “Continue” and you might be redirected to your Office 365 account to complete the installation.
- Connect to HubSpot: Once installed, you’ll need to connect it to your HubSpot account. Open Outlook, and you should see the HubSpot Sales toolbar or sidebar pane. Click “Log in” and enter your HubSpot credentials. Select the email address you want to sync, and click “Connect”.
- Restart Outlook If Needed: Sometimes, a quick restart of Outlook helps the add-in appear correctly and function smoothly.
Method 2: Installing via HubSpot for the Desktop Add-in – Use with Caution
While HubSpot recommends the web add-in for the new Outlook, if you’re still on an older Outlook desktop version and absolutely need the legacy desktop add-in and you’ve confirmed you don’t have the web add-in installed, you can get it this way. Just remember, this version is no longer actively developed for new features. HubSpot Demo Login: Your Ultimate Guide to Free Trials, CRM Access, & Test Accounts
- Log in to HubSpot: Go to your HubSpot account.
- Navigate to Integrations: Head to
Settings
->Integrations
->Email Integrations
. - Download Installer: Look for the Outlook integration section and find the option to download the “HubSpot Sales Outlook desktop add-in installer”.
- Run the Installer: Locate the
setup.exe
file you downloaded and run it. Follow the on-screen instructions. - Restart Outlook: It’s essential to restart Outlook after the installation is complete.
- Log In: When prompted, log in with your HubSpot Sales account credentials.
Quick Tip: After installation, if you want real-time notifications for tracked emails, HubSpot often suggests running Chrome with the HubSpot Sales Chrome extension installed. This works alongside your Outlook add-in to deliver instant desktop pop-up notifications.
Key Features in Action: Making the Most of Your Extension
Once you have that HubSpot Sales Extension installed and connected, you’re ready to unlock its true power. Here’s a closer look at how you can use its core features to boost your daily workflow.
Logging and Tracking Emails
This is probably the most used feature, and for good reason! It helps you keep a crystal-clear record of all your communications and gives you crucial insights into recipient engagement.
- How to Log an Email: When you compose a new email in Outlook, you’ll usually see a HubSpot sidebar pane or an option in the message ribbon to “Log email”. If you’re communicating with a contact already in HubSpot, the extension will often automatically suggest logging the email to their record. You can choose to log it to a specific contact, company, or deal. This ensures every conversation is saved in your CRM for your whole team to see.
- How to Track an Email: In that same compose window, you’ll also find a “Track email” checkbox. Make sure this is selected before you hit send. HubSpot embeds a tiny pixel, and when the recipient opens the email and images load, you’ll get a notification. If you have a paid Sales Hub seat, you’ll also track clicks on links within the email. This is invaluable for knowing when someone is actively engaging with your message.
- Important Distinction: Remember, tracking tells you if and when an email was opened or clicked, while logging saves the content of the email to the CRM timeline. You can choose to do both!
Utilizing Templates and Snippets
Say goodbye to repetitive typing! These features are huge time-savers. HubSpot CRM Demo: Unlock Your Business Potential (Even the Free Stuff!)
- Email Templates: When composing an email, look for the “Templates” option in the HubSpot sidebar or ribbon. You can select from your pre-saved HubSpot templates, which will automatically populate your email body. This is great for standard outreach, follow-ups, or common inquiries, ensuring consistency and saving you precious minutes per email.
- Snippets: Similarly, you’ll find an option for “Snippets”. These are short, reusable text blocks you can insert. For example, if you often explain a specific product feature or answer a common question, you can create a snippet for it and insert it with just a few clicks or by typing a shortcut.
Scheduling Meetings and Enrolling in Sequences
These are powerful features for moving prospects through your pipeline more efficiently.
- Scheduling Meetings: Instead of the endless back-and-forth emails to find a meeting time, you can insert a personalized meeting link directly into your email. When the recipient clicks it, they see your real-time availability and can book a time that suits them, directly adding it to your calendar and theirs.
- Sequences: For Sales Hub users, you can enroll contacts into automated sequences right from Outlook. This is perfect for setting up a series of personalized emails and tasks that nurture leads over time, without you having to manually remember each step.
Accessing Contact Profiles
Having context at your fingertips is key for relevant communication.
- When you open an email from a contact or even compose one, the HubSpot sidebar often displays a “Contact Profile” pane. Here, you can see their basic information, recent activities, associated deals, and notes from your HubSpot CRM. This means you don’t have to switch tabs to remind yourself who you’re talking to or what their history is, leading to more personalized and impactful interactions.
Troubleshooting Common Issues
Even the best tools can hit a snag sometimes, and the HubSpot Sales Extension for Outlook is no exception. If you find something isn’t working quite right, don’t panic! Here are some common issues and what you can do to fix them.
1. HubSpot Extension Not Showing Up or Grayed Out
This is a pretty common one. You’ve installed it, but you just can’t see it, or it’s there but unusable. What Exactly is HubSpot Email Marketing?
- Check Compatibility First: Remember, the HubSpot Sales web add-in Office 365 add-in is recommended for the new Outlook. If you’re on the new Outlook and tried to install the old desktop add-in, they might conflict. Ensure you have the correct version for your specific Outlook setup desktop vs. web, PC vs. Mac.
- Restart Outlook: Seriously, sometimes a simple restart of Outlook is all it takes for the add-in to load correctly.
- Check Add-in Settings: In Outlook, go to your Add-ins settings often found under
File
>Options
>Add-ins
for desktop, orSettings
>Manage Add-ins
for web. Make sure the HubSpot Sales add-in is enabled. If it’s disabled, enable it and restart Outlook. - Reinstall: If it’s still playing hide-and-seek, try uninstalling and then reinstalling the extension from Microsoft AppSource.
- Check Outlook Program Health: If the add-in appears grayed out everywhere, there might be an issue with your Outlook program itself. Try repairing Outlook via your Windows
Add or remove programs
settings.
2. Emails Not Tracking or Logging
You’re sending emails, but they’re not showing up in HubSpot or you’re not getting open notifications.
- Ensure “Track Email” is Checked: This might sound obvious, but it’s easy to miss! Before sending, always double-check that the “Track email” checkbox is selected in your compose window.
- Connected Inbox Required for Office 365 Add-in: If you’re using the HubSpot Sales Office 365 add-in, your email inbox must be connected to HubSpot for tracking and logging to work.
- Add-in Must Be Open: For the Office 365 add-in, the add-in pane needs to be open when you send the email for it to track. You can usually “pin” the task pane open in your inbox to ensure consistent tracking.
- Email Format: Make sure you’re sending emails in HTML format, not plain text, as the tracking pixel won’t load in plain text.
- Firewall/Security Settings: Sometimes, your computer’s firewall or security software might block communication with HubSpot. Check your settings to ensure
*.hubspot.com
is allowed via HTTPS. - Recipient’s Email Client: Keep in mind that some email clients might prevent the tracking pixel from loading e.g., if images are blocked by default, which can prevent open tracking.
- Block Self-Opens: If you’re getting notifications when you open your own sent emails, HubSpot has settings to block self-open notifications. This usually involves adding your IP address to a block list in HubSpot.
3. Login Issues or Being Constantly Logged Out
It’s frustrating to be asked to log in repeatedly.
- “Remember Me” Checkbox: When logging in, always select the “Remember me” option if available.
- Clear Browser Cache/Cookies: If you’re using Outlook on the web and stuck in a login loop, clear your browser’s cache and third-party cookies.
- Internet Connection: A stable internet connection is crucial. If you’re experiencing intermittent connectivity, it can cause login and tracking issues.
- HubSpot Account Permissions: Ensure your HubSpot account has the necessary permissions for the extension to function fully.
4. Performance Slowdowns or Conflicts
If Outlook feels sluggish after installing the add-in.
- Conflicting Add-ins: You might have other add-ins that are causing conflicts. Try temporarily disabling other Outlook add-ins to see if the performance improves. Remember, never install both HubSpot add-ins simultaneously.
- Latest Versions: Ensure both your Outlook and the HubSpot Sales add-in are updated to their latest versions.
Many of these issues have straightforward fixes, but if you’re truly stuck, don’t hesitate to reach out to HubSpot Support or your IT administrator. They often have specific insights into network or system-level problems.
Unlocking Your Social Media Potential: A Deep Dive into HubSpot’s Certification
Maximizing Your Productivity with the HubSpot Sales Extension
Having the HubSpot Sales Extension installed is one thing. truly integrating it into your daily habits to maximize your productivity is another. Here are some pro tips and strategies to get the most out of this powerful tool.
Make Logging and Tracking a Habit
It sounds simple, but consistency is key. Make it a routine to always check the “Log email” and “Track email” boxes before sending important communications. This small habit ensures your CRM is always up-to-date and you have the data you need to make informed follow-up decisions. According to HubSpot, tracking emails means you’re not just sending messages into the void. you’re gaining insights into how your recipients are actually engaging.
Leverage Templates and Snippets for Efficiency
This is where you’ll see a huge return on your time investment.
- Build a Library: Take some time to create a robust library of email templates for common scenarios: initial outreach, follow-ups, meeting confirmations, proposals, and customer service responses. The more you pre-prepare, the less you’ll type.
- Personalize Templates: Don’t just send generic templates. Use HubSpot’s personalization tokens like
{{contact.firstname}}
to make each email feel tailored and human. This boosts engagement significantly. - Strategic Snippets: Identify repetitive phrases or answers you use. Create snippets for them. Product descriptions, answers to FAQs, pricing details – these are all perfect candidates for snippets, saving you from rewriting or copying and pasting.
Master Meeting Scheduling
The meeting link feature is a superpower for anyone whose job involves scheduling calls.
- Set Clear Availability: Make sure your HubSpot meeting link reflects your actual availability and preferences e.g., buffer time between meetings, minimum notice period.
- Embed in Signature: Consider embedding your meeting link directly in your email signature so prospects can book a time with you at their convenience, without you even having to think about it.
Utilize Sequences for Nurturing
If you have access to Sales Hub sequences, use them strategically. Mastering HubSpot’s Developer Documentation: Your Ultimate Guide to Building Awesome Integrations
- Automate Follow-ups: For prospects who haven’t responded to an initial email, enroll them in a relevant sequence directly from Outlook. This keeps them engaged with valuable content without requiring manual reminders from your end.
- Tailor Sequences: Don’t use a one-size-fits-all approach. Have different sequences for different personas or stages in the sales process to ensure relevance.
Stay Informed with Real-Time Notifications
Those pop-up notifications aren’t just for show.
- Act Quickly: When you get a notification that a prospect opened your email or clicked a link, it’s a hot moment! Use this as a trigger for a timely, relevant follow-up call or email. Data shows that responding quickly can significantly impact conversion rates.
- Browser Notifications: If you’re using the Chrome extension alongside your Outlook add-in, ensure your browser notifications are enabled for real-time alerts.
Keep Your CRM Data Clean
The extension helps automate data entry, but it’s still good practice to periodically review your HubSpot CRM.
- Review Associations: Occasionally check that emails are being logged to the correct contacts, companies, and deals. The extension does a great job, but a quick glance can catch any misfires.
- Update Contact Info: If you learn new information about a contact in an email exchange, take a moment to update their record in HubSpot through the contact profile pane in Outlook.
By consciously adopting these practices, the HubSpot Sales Extension becomes more than just an add-in. it becomes an integral part of an efficient, data-driven workflow that helps you focus on building stronger relationships and achieving your goals.
The Future of HubSpot and Outlook Integration
As technology evolves, so does the way we work, and the integration between HubSpot and Outlook is a prime example of this ongoing evolution. Microsoft’s “new Outlook for Windows” has brought about significant changes, and HubSpot has been quick to adapt, primarily by advocating for its web-based add-in. What is a HubSpot Developer Certification, Anyway?
This shift means a few things for users:
- Cross-Platform Consistency: The move towards the web add-in Office 365 add-in signals HubSpot’s commitment to providing a consistent experience across all platforms – be it Windows, Mac, or Outlook on the web. This means fewer compatibility headaches and a more unified workflow, regardless of your device.
- Cloud-First Approach: It aligns with the broader industry trend of cloud-based applications and integrations. Cloud-first solutions often mean easier updates, better security, and seamless syncing of data without the complexities of local desktop installations.
- Continued Development: While the legacy desktop add-in won’t see new features, you can expect the web add-in to continue to be developed and improved. This means new functionalities and better performance will likely be focused on the web-based experience.
- User Feedback is Key: HubSpot frequently updates its products based on user feedback. If you encounter issues or have suggestions, engaging with the HubSpot community or providing feedback directly is a great way to influence future improvements. We’ve already seen how user discussions about different add-in icons and functionalities highlight the need for clear communication and stable performance.
While some users have expressed frustration with the transition, particularly concerning the reliability of the integration compared to, say, HubSpot’s Gmail extension, the direction is clear. The focus is on a streamlined, universally compatible experience. The goal remains the same: to bring your CRM’s power directly into your inbox, allowing you to track engagement, automate tasks, and manage your pipeline more effectively. Embracing the web add-in and understanding its capabilities will ensure you’re well-equipped for how HubSpot and Outlook will work together moving forward.
Frequently Asked Questions
What’s the main difference between the old HubSpot Outlook desktop add-in and the new HubSpot Sales web add-in Office 365 add-in?
The main difference is compatibility and active development. The old HubSpot Outlook desktop add-in is for specific Windows desktop Outlook versions and HubSpot is no longer actively developing new features for it due to changes in Microsoft’s new Outlook for Windows. The new HubSpot Sales web add-in Office 365 add-in is recommended as it offers broader compatibility across Outlook for Windows including the new Outlook, Outlook for Mac, and Outlook on the web, and is where new development efforts are focused. You should not install both simultaneously.
Mastering HubSpot User Management: Deactivating, Removing, and Deleting AccountsHow do I install the HubSpot Sales extension for the new Outlook?
For the new Outlook, the recommended way is to install the HubSpot Sales Office 365 add-in directly from Microsoft AppSource. You can usually find this by going to the “Apps” or “Get Add-ins” section within your Outlook application or Outlook on the web, searching for “HubSpot Sales,” and then clicking “Add” or “Get It Now.” After installation, you’ll need to connect it to your HubSpot account.
Does the HubSpot Sales extension track email opens and clicks?
Yes, it does! When you send an email with the “Track email” option selected, HubSpot embeds an invisible one-pixel image. When the recipient opens the email and the image loads, you get a notification. If you have a Sales Hub paid seat, it will also track when recipients click on links within your email. This provides real-time insights into how your contacts are engaging with your messages.
Why is my HubSpot Outlook extension not showing up or grayed out?
This is a common issue! First, ensure you have the correct add-in the web add-in for new Outlook and have restarted Outlook. Check your Outlook’s add-in settings to confirm it’s enabled. Compatibility issues e.g., using Outlook from the Microsoft Store or an unsupported Outlook version can also cause this. If problems persist, try reinstalling the add-in or checking for conflicting add-ins.
Can I log emails to HubSpot from Outlook on my Mac?
Yes, you can! For Outlook on Mac, HubSpot recommends using the HubSpot Sales Office 365 add-in. This web-based add-in is compatible with Outlook for Mac, especially if you’re using the Outlook app that comes with your Microsoft 365 subscription. The older desktop add-in did not support Outlook for Mac.
What’s the difference between “tracking” and “logging” an email in HubSpot?
“Tracking” focuses on monitoring recipient engagement, telling you when an email was opened or a link was clicked. “Logging,” on the other hand, saves a copy of the actual email content and any attachments to the contact’s record in your HubSpot CRM, creating a historical record of communication for your team. You can choose to track, log, or do both for your emails. Mastering HubSpot User Management: How to Deactivate, Remove, and Permanently Delete Users Like a Pro
0.0 out of 5 stars (based on 0 reviews)
There are no reviews yet. Be the first one to write one. |
Amazon.com:
Check Amazon for Supercharge Your Outlook: Latest Discussions & Reviews: |
Leave a Reply