Connecting HubSpot to Outlook 365

Connect a personal inbox to HubSpot to send one-to-one emails from the CRM, log email replies to the CRM, send sequences emails, and install HubSpot Sales to access the sales tools in your inbox. 

To connect to Office 365, follow these instructions:

1. Click on the settings icon  in the main navigation bar
2. In the left sidebar menu, navigate to General, and then select the tab Email
3. Click Connect personal email
4. Next, click Office 365 
5. Read through what to expect when you connect your Office 365 inbox to HubSpot, then click Continue
6. You'll be prompted to log into your Office 365 account. Enter the email address of the Office 365 account you want to use. If you're already logged into one or more of your email accounts, choose the account you want to connect.
7. You'll be redirected back to your settings where the connection will be verified and completed. A dialog box will appear to inform you that your Office 365 inbox is now connected to HubSpot.
8. To finalize the implementation to see the add-on within Outlook, install the HubSpot Sales Outlook desktop add-in here
   1. If it prompts you about 65% of the way installed to accept something or provide admin access or username/password, just close out the pop-up and the installer will finish
9. You may need to restart Outlook to see the icon appear in Outlook

Reset Outlook-HubSpot Connection

From time-to-time, the connection between HubSpot and Outlook may disconnect. This could be due to a variety of reasons including a failed update. In order to correct, please follow the steps below:

1. In your Outlook toolbar, click on the icon for “Get Add-ins”
2. In the left panel, select My add-ons
3. Navigate to the one that says HubSpot, and click remove to remove it from your Outlook
4. Once done, please close Outlook completely
5. Click on this link to run the Outlook connection installer, and follow the wizard
   1. If it prompts you about 65% of the way installed to accept something or provide admin access or username/password, just close out the pop-up and the installer will finish
6. When this is done, re-open Outlook. A pop-up will appear asking you to log into HubSpot using SSO – login and you should be all connected once again