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  • 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 Outlook.com 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.