How we do sales

How to set up HubSpot Sales on Outlook in the Browser.

This post I’m sending to my sales team. It’s a step-by-step how-to guide on setting up the HubSpot sales app on in the browser.

The HubSpot App allows us to:

  1. Add New Contact from Email Address
  2. Insert Emails sent and received to that contact in HubSpot
  3. Track email opens and clicks.

NOTE: If you’re not on my team, make sure your Microsoft admin has integrated HubSpot into your Microsoft 365 account.

Step 1:

After you create a new message click on the three vertical dots on the bottom.

Step 2

Click on the HubSpot Sales – Sales Tools

Step 3

Log in to your HubSpot account and pin the HubSpot app to your sidebar. Every time you create a new email you will see the app. 

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