Quick summary
Connecting Microsoft Outlook to HubSpot lets you sync your inbox so emails sent and received are automatically logged against your CRM contacts. This integration is set up entirely within HubSpot's Email settings and takes just a few guided steps to complete.
Steps
- Click on the settings icon in HubSpot to open your account settings.
- Navigate to the General section in the left-hand settings menu.
- Click on the Email tab within your General settings.
- Click to continue to the inbox connection options.
- Tick the checkbox and click Connect your inbox to begin the integration process.
- Enter the email address you want to connect and hit Next.
- If HubSpot cannot automatically identify your email provider, acknowledge the prompt to manually select it.
- Select the Microsoft Outlook tile from the list of available providers.
- Hit Continue to be directed to your Microsoft Outlook authorization page and finish connecting your Outlook account.
