{"schema":"https://www.layerpath.com/schemas/public-document/v1","version":1,"id":"/learn/how-to-connect-hubspot-to-outlook","route":"/learn/how-to-connect-hubspot-to-outlook","canonical":"https://www.layerpath.com/learn/how-to-connect-hubspot-to-outlook","title":"How to Connect HubSpot to Outlook","h1":"How to Connect HubSpot to Outlook","description":"Discover the step-by-step guide to seamlessly connect HubSpot to Outlook, enhancing your productivity and streamlining your email management.","archetype":"tutorial","blocks":[{"type":"heading","depth":1,"children":[{"type":"text","value":"How to Connect HubSpot to Outlook"}]},{"type":"paragraph","children":[{"type":"text","value":"This guide provides a step-by-step process to connect HubSpot to Outlook. Follow these clear and concise instructions to ensure a seamless integration."}]},{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmamgf2r5007jl70d02478pby/tour","canonicalUrl":"https://share.layerpath.com/e/cmamgf2r5007jl70d02478pby/tour","id":"cmamgf2r5007jl70d02478pby"},{"type":"list","ordered":true,"items":[{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Log in to HubSpot"}]},{"type":"text","value":" – Go to "},{"type":"link","href":"https://www.hubspot.com/","children":[{"type":"text","value":"hubspot.com"}]},{"type":"text","value":" and sign in to your account."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Go to Settings"}]},{"type":"text","value":" – Click the "},{"type":"strong","children":[{"type":"text","value":"gear icon (⚙️)"}]},{"type":"text","value":" in the top-right corner to open your HubSpot settings."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Navigate to Email Integrations"}]},{"type":"text","value":" – In the left sidebar, click on "},{"type":"strong","children":[{"type":"text","value":"“General” > “Email”"}]},{"type":"text","value":", then go to the "},{"type":"strong","children":[{"type":"text","value":"“Connected Accounts”"}]},{"type":"text","value":" tab."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Click “Connect Personal Email”"}]},{"type":"text","value":" – Press the "},{"type":"strong","children":[{"type":"text","value":"“Connect personal email”"}]},{"type":"text","value":" button to begin the integration process."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Choose Outlook/Office 365"}]},{"type":"text","value":" – Select "},{"type":"strong","children":[{"type":"text","value":"“Office 365”"}]},{"type":"text","value":" or "},{"type":"strong","children":[{"type":"text","value":"“Outlook Desktop”"}]},{"type":"text","value":" based on your version. (Outlook 2016 or later works best.)"}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Sign in to Your Outlook Account"}]},{"type":"text","value":" – Enter your "},{"type":"strong","children":[{"type":"text","value":"Microsoft credentials"}]},{"type":"text","value":" when prompted and grant the necessary permissions."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Install HubSpot Sales Add-in (Optional but Recommended)"}]},{"type":"text","value":" – For Outlook Desktop, install the "},{"type":"strong","children":[{"type":"text","value":"HubSpot Sales Outlook Add-in"}]},{"type":"text","value":" for email tracking and CRM tools right in your inbox."}]}]},{"children":[{"type":"paragraph","children":[{"type":"strong","children":[{"type":"text","value":"Confirm the Connection"}]},{"type":"text","value":" – After setup, you’ll see your Outlook account listed under “Connected Email Accounts” in HubSpot."}]}]}]}],"tours":[{"type":"layerpathTour","sourceUrl":"https://share.layerpath.com/e/cmamgf2r5007jl70d02478pby/tour","canonicalUrl":"https://share.layerpath.com/e/cmamgf2r5007jl70d02478pby/tour","id":"cmamgf2r5007jl70d02478pby"}],"plainText":["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.","https://share.layerpath.com/e/cmamgf2r5007jl70d02478pby/tour","Log in to HubSpot – Go to hubspot.com and sign in to your account.\nGo to Settings – Click the gear icon (⚙️) in the top-right corner to open your HubSpot settings.\nNavigate to Email Integrations – In the left sidebar, click on “General” > “Email”, then go to the “Connected Accounts” tab.\nClick “Connect Personal Email” – Press the “Connect personal email” button to begin the integration process.\nChoose Outlook/Office 365 – Select “Office 365” or “Outlook Desktop” based on your version. (Outlook 2016 or later works best.)\nSign in to Your Outlook Account – Enter your Microsoft credentials when prompted and grant the necessary permissions.\nInstall 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.\nConfirm the Connection – After setup, you’ll see your Outlook account listed under “Connected Email Accounts” in HubSpot."]}