How do I connect my Outlook account to HubSpot?

To access your templates, documents, and sequences right from your Outlook inbox:

  1. Click here to download the HubSpot Sales Outlook desktop add-in. 
  2. Run the HubSpot Sales for Outlook installer (setup.exe). 
  3. Restart Outlook.
  4. When prompted, log in with your HubSpot Sales account credentials.
  5. Once installed, HubSpot Sales should appear in the inbox ribbon.

hubspot-sales-in-outlook

 
 

To connect your Gmail or Office 365 calendar:

  1. In your HubSpot account, click the settings icon in the top navigation bar.
  2. In the left sidebar menu, navigate to General.
  3. Go to the Calendar tab, then Connect your Calendar.
  4. In the dialog box, select your email provider, then click Connect your calendar.
  5. Review the information in the dialog box, then click Accept and connect to give the meetings tool access to your calendar.

Connect-calendar-gmail

    • For Google: On the Google sign-in page, select the account you want to connect to, then review the permissions. Click Allow to continue connecting your calendar.
    • For Outlook: On the Office 365 sign-in page, ensure you're signed in to the correct account and review the permissions. Click Yes to continue connecting your calendar.