Installing the HubSpot Outlook Extension

Purpose

The HubSpot Outlook extension allows employees to:

• track email opens and clicks

• log emails automatically

• insert meeting links

• add contacts to HubSpot

• record historical client information even if employee turnover happens

all directly from Outlook.

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Installation Steps

1. Open HubSpot

2. Navigate to:

1. Download the HubSpot Outlook extension

2. Follow the installation instructions

You can also go directly to outlook and then "get add-ins" and search for "HubSpot Sales" and add it directly to your Outlook browser.

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Key Features

Once installed, the extension allows you to:

• log emails to HubSpot

• track when emails are opened

• schedule meetings

• create new contacts

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Recommended Settings

Enable:

• email tracking

• automatic logging

• contact creation prompts

Always ensure the HubSpot plugin is "pinned" and open in your Outlook account at all times.