Connecting my Gmail and my Outlook to Hubspot
When users access HubSpot Sales, they will be asked to install the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or the HubSpot Sales Outlook desktop add-in.
Please ensure that all client facing team members who are using HubSpot have this email extension installed:
How do I install the HubSpot Sales email extension?
If any users who require access to HubSpot have not been setup with an account, please email support@hypeanddexter.com with their email address and access requirements (Marketing Hub, Sales Hub, Admin, Super Admin)
FYI: Users with the HubSpot Sales email extension will have access to the following features:
- Auto-logging replies
- Sending email from the CRM
- Sequences*
- Send later (Google Apps and Gmail only)
Features that do not require a connected inbox - with email client requirements:
- Email tracking (Google Apps and Outlook for Desktop on Windows only)
- Contact profiles in Gmail (Google Apps and Gmail only)
- Contact profiles in Outlook (Outlook for Desktop on Windows only)
Features that do not require a connected inbox - no email service provider requirements:
Features that require calendar integration - supported by Google Apps (GSuite), Gmail (Google Free), and Office 365:
- Meetings**
- Scheduling meetings from the contact record (Google Apps and Gmail only)
* Sales Hub Starter and Professional only
** Available for free users with limitations