Last updated: November 4, 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 add-in, learn how to use the HubSpot sales tools in your inbox in this guide: Use sales tools with the HubSpot Sales Office add-in.
Please note: to use your meetings tool in Outlook, you must have a connected calendar. To use your sequences tool in Outlook with the desktop add-in, you must have a connected inbox. 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. Service Hub Learn about Service Hub and share your expertise. HubSpot Blog Marketing, sales, agency, and customer success blog content.
Customer Blog Examples of how real customers use HubSpot for their business. Email Templates Turn your most effective and repetitive sales emails into templates you can access inside your inbox and share with your team. Email Tracking Know the second a lead opens an email, clicks a link, or downloads an attachment, and surface the most relevant notifications to the top of your activity feed.
Documents Optimize your documents and personalize your pitch by seeing who views each document and which pages they spend time on.
Meetings Share a link that gives leads the power to choose a time that works for everyone. Calling Queue up a list of sales calls, make them from inside your browser, log calls to your CRM automatically, and record calls with a single click. Sales Automation Use workflows to automate manual, time-consuming tasks: Rotate leads, create deals and tasks, and more. Reporting Out-of-the-box and customizable reports and dashboards allow you to share high-level business metrics with executives, or dig into more granular metrics for your sales team.
Salesforce Integration Bi-directional sync with Salesforce means a record of every email, meeting, call, and more is at your fingertips. What is a CRM for Outlook? Popular HubSpot CRM for Outlook features include: Template library accessible right from within Outlook Automatically trigger email campaigns directly from your inbox Built-in meeting scheduler to take the back and forth out of getting your following conversation going Analytics to understand how your emails are performing and how much revenue they may generate Customer contact records available directly inline next to your conversations.
Get started free. New contacts: automatically log emails to new contacts included on the email. If the email is sent to an email address that is not associated to an existing contact in your CRM, a new contact record will be created and the email will log to this record. Companies: automatically log emails to associated company records. Deals: automatically log emails to associated deal records. Tickets: automatically log emails to associated ticket records. Learn how to edit email associations before sending an email.
Never log Emails sent to an email address or domain included in your Never log list will never save to your CRM. In the Never log field, enter email addresses or domains you don't want to log emails for and click Add. Click Remove next to an email address or an email domain to remove it from this list.
When you're finished configuring your desktop add-in, click Save at the bottom. Chrome extension. Office add-in. Outlook desktop add-in. Outlook or Outlook on the web Outlook. Outlook Outlook Outlook Centralized deployment.
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