Guide

How to Connect HubSpot to Outlook

This guide provides a step-by-step process to connect HubSpot to Outlook. Follow these clear and concise instructions to ensure a seamless integration.

1. Log in to HubSpot – Go to hubspot.com and sign in to your account.

2. Go to Settings – Click the gear icon (⚙️) in the top-right corner to open your HubSpot settings.

3. Navigate to Email Integrations – In the left sidebar, click on “General” > “Email”, then go to the “Connected Accounts” tab.

4. Click “Connect Personal Email” – Press the “Connect personal email” button to begin the integration process.

5. Choose Outlook/Office 365 – Select “Office 365” or “Outlook Desktop” based on your version. (Outlook 2016 or later works best.)

6. Sign in to Your Outlook Account – Enter your Microsoft credentials when prompted and grant the necessary permissions.

7. Install HubSpot Sales Add-in (Optional but Recommended) – For Outlook Desktop, install the HubSpot Sales Outlook Add-in for email tracking and CRM tools right in your inbox.

8. Confirm the Connection – After setup, you’ll see your Outlook account listed under “Connected Email Accounts” in HubSpot.