Installing this extension allows your emails to automatically log to contact and company records directly inside HubSpot.
Prerequisites
- A computer running Microsoft Outlook (Desktop or Web version).
- An active HubSpot account login.
Step 1: Download the Extension from HubSpot
Option A: If Outlook is already installed in your HubSpot Portal
- Log in to your HubSpot account using a web browser on your computer.
- Click the Settings (Gear Icon ⚙️) in the top-right menu bar.
- In the left-hand sidebar under Account Management, click Integrations > Connected Apps.
- In the search bar, type Outlook, or scroll down to Other apps installed by users in my organization.
- Click on Outlook from the list.
Option B: If Outlook is NOT installed yet
- Click the Marketplace Icon (storefront icon 🏪) in the top-right navigation bar
- Search for Outlook or HubSpot Sales for Outlook.
- Click on Install button. It will redirect to a page, click the Get it Now
- When the "Sign in to Microsoft Marketplace" pop-up appears, enter your work email address (e.g., your official company email) and click Sign in.
- Follow the remaining prompts to approve and complete the add-in installation.
Step 2: Download & Run the Extensioin Installer
- Open your computer's Downloads folder (or click the downloaded file directly in your browser).
- Open the installer file to launch the Setup Wizard.
- If your computer asks for confirmation to run the installer, approve the prompt.
- Follow the on-screen instructions to complete the installation.
Step 3: Restart Microsoft Outlook
- Close Microsoft Outlook completely.
- Wait a few seconds, then re-open Outlook.
⚠️ Important: Restarting Outlook is required so the new HubSpot toolbar loads into your email application.
Step 4: Enable Automatic Logging
- When prompted, log in with your HubSpot Sales account credentials.
- Once installed, HubSpot Sales should appear in the inbox ribbon.
- Look for the HubSpot Sales panel or icon in the email toolbar.
- Ensure the Log checkbox is enabled
