How To Connect Your Email To HubSpot

Process: Connecting Your Personal Email to HubSpot
To view the step-by-step visual guide, click here

Navigate to Settings:
- When HubSpot is open, click the cog wheel icon on the top bar to open settings.
Access Email Settings:
- Click the "Email" tab in the general settings. This page should open by default.
Initiate Personal Email Connection:
- Click "Connect personal email".
Connect Inbox:
- Click "Connect your inbox".
  - Note: Turning on inbox automation is optional and can be done later.
Enter Email Address:
- Click the "Email address" field and type in your RMS email address.
- Click "Next".
Select Email Provider:
- Click "Connect to Outlook 365" (if your email is hosted by Microsoft, as recommended).
Authorize HubSpot Access:
- Click "Continue" to allow HubSpot to access your Microsoft Outlook account.
- You will be prompted to log in to or pick your Microsoft account.
Download Extension (Optional but Recommended):
- After your email is connected, you may see a prompt about HubSpot extensions for Gmail and Outlook. Click "Download Extension".
- Click "Download" for the Office 365 add-in
Install HubSpot Sales Add-in from AppSource:
- You will be directed to Microsoft AppSource. Click "Get it now" for HubSpot Sales.
- Click "Continue" to install.
- Once installation is confirmed, it can be used within your Outlook inbox.
  - Note: If you use the desktop version of Outlook, there will be an option to download the extension for the desktop version on the Microsoft AppSource page.

This guide demonstrates how to connect a personal email account, specifically an Outlook 365 account, to the HubSpot CRM. Users will also learn to install the HubSpot Sales extension, enabling them to access CRM and sales tools directly from their email inbox.