RED DOOR HOMESHubSpot Sales Training
Step 2 of 6 8 minutes

Install the HubSpot Outlook add-in

The add-in puts HubSpot inside Outlook. You can log an email to the CRM, see a prospect's history and book a meeting without leaving your inbox — which is where most of your day already happens.

Open HubSpot to do this step
Setup checklist0 of 6 complete

How to do it

  1. 1In HubSpot, click the settings gear icon, then choose General > Email in the left sidebar.
  2. 2Open the Connected inboxes section and select Outlook desktop or Outlook on the web.
  3. 3Click Install the Outlook add-in — this opens the Microsoft AppSource listing for HubSpot Sales.
  4. 4Click Get it now and sign in with your Red Door Homes Microsoft account.
  5. 5Approve the installation prompt. The add-in appears in Outlook within a few minutes.
  6. 6Restart Outlook, open a new email and confirm you can see the HubSpot Sales icon in the ribbon.
  7. 7Click the HubSpot icon and sign in with your HubSpot account to finish activation.

Tip

If you use both the Outlook desktop app and Outlook on the web, install the add-in once. Microsoft syncs it to both automatically.

Common mistake

Installing the older HubSpot Sales Outlook desktop plug-in instead of the add-in causes duplicate logging. Use the add-in from Microsoft AppSource only.

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