“Why would you want to connect your email account to HubSpot?” is the wrong question to ask. The real question is, why wouldn’t you want to connect your email account to HubSpot?
The benefits are seemingly endless, with seamless communication, email tracking, and productivity boosts for sales and marketing teams, just to name a few. Integration allows for call logging, automated email sequences, a full library of design templates, and more. On top of all this, there’s another way to streamline email use for B2B sellers: the HubSpot Sales extension for Google Chrome.
Excited? Confused? Nauseous? Lucky for you, we’re going to explain and walk you through connecting to both options! (If only 2-for-1 deals were always this easy to find.)
Email-CRM integration is the linking of a Gmail (or Outlook) account directly to HubSpot’s CRM (customer relationship management) system. CRM integration centralizes email communication within HubSpot’s platform,
Why would you do this? Syncing your account allows HubSpot to track and log emails sent from Gmail. It makes the process more streamlined and convenient. It also centralizes email communication within HubSpot’s platform for contact timelines or team visibility, for example.
The HubSpot Gmail extension, also known as the HubSpot Sales Chrome extension, integrates HubSpot’s functionality directly into your Gmail interface in the browser. Its purpose is to streamline workflows and reduce the need to toggle between Gmail and HubSpot.
The extension allows you to compose in Gmail using HubSpot tools such as:
You can also access CRM features like contact information and deal insights.
To connect your email account to HubSpot, you’ll need a free or paid HubSpot account and a Google Workspace or Gmail account. If you’re linking a Microsoft Outlook account, of course you’ll need a Microsoft 365 or Outlook account. It can’t be a company- or department-wide email address, as you cannot connect an account used by multiple people.
To link your email and HubSpot accounts together, start with the obvious: Log on to the platform. Here’s the login link if you need it: https://app.hubspot.com/login
Once you’re in, navigate to the Settings icon at the top-right of the screen.
This should bring you to the Settings > General page. If not, go to the sidebar and click on “General” at the top underneath “Your Preferences.” Once on the General page, click on the Email tab second from the left.
On the Email tab, click on the orange Connect personal email button.
While optional, clicking the Turn on inbox automation checkbox allows you to streamline your processes. Just click the small box to turn it on. After turning inbox automation on, click the orange Connect your inbox button.
Type in your email address in the text field.
HubSpot recommends which email provider you should connect with based on the email account you listed. Click on the orange Connect to Gmail button.
The instructions for connecting Outlook from here on out are basically identical. When you see “Gmail,” assume we mean Outlook too.
Anyway, now it’s time to grant HubSpot proper permissions for accessing your Gmail data. After reading what to expect once you connect to HubSpot, click the orange Continue button.
After Step 4, you’ll be shot over to a Google pop-up screen, which prompts you to log in. Follow Google’s instructions.
Now you need to reverse the permissions process for Gmail. After selecting everything to allow HubSpot access, click the white Continue button.
Congratulations! Your email is now linked to your HubSpot account! For the best email marketing tips to maximize this, check out these links:
If you’re interested in bringing HubSpot right to your inbox, this is the setup for you. The process is a bit quicker than connecting your email.
To install HubSpot Sales for Chrome, navigate to it in the online store. Make sure you are logged into the email account you linked to your HubSpot account.
Office 365 users will need to head to Microsoft AppSource for the add-in.
Gmail: In the Chrome Web Store, click the blue Add to Chrome button. If you have not yet logged into HubSpot, you will be prompted once the extension loads
Outlook: In the left sidebar, click Get It Now.
In the dialog box, click Continue.
Gmail: After you log into HubSpot, this screen will appear. Click on the white Start using in Gmail button to set up the extension in your inbox.
Once you are at this page, click I acknowledge to get to all the features. Congratulations – you have officially downloaded the HubSpot Sales Extension!
Outlook: In this step, you'll be taken to your Office 365 account. Click Add. That should do it!
Now that you have your email connected to HubSpot or the Sales extension downloaded (or both), think about how both could be integral to your workflow. Each offers complementary functions that enhance email management and sales productivity. You’ll never look back after adding these conveniences.
To learn more about modern email best practices and time-saving tips, click below: