---
title: Connecting HubSpot to Outlook 365
description: Connecting Liquidity Services emails to HubSpot
image: https://hubspot.lqdt.com/hubfs/Connecting-HubSpot-to-Outlook-365.jpg
---

[![Logo-Liquidity-Services](https://hubspot.lqdt.com/hs-fs/hubfs/Logos/LSI-1.png?upscale=true&width=150&name=LSI-1.png)](https://hubspot.lqdt.com/)

 

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# Connecting HubSpot to Outlook 365

By Megan B

![](https://hubspot.lqdt.com/hubfs/Connecting-HubSpot-to-Outlook-365.jpg)

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. This is a 2-step process as you first need to connect your email to HubSpot, then add HubSpot to Outlook. 

### Step One: Connect your email provider to HubSpot

1. Click on the **settings icon** ![Screen Shot 2021-12-16 at 4.01.13 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screen%20Shot%202021-12-16%20at%204.01.13%20PM.png?width=30&name=Screen%20Shot%202021-12-16%20at%204.01.13%20PM.png) 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 ![connect-office-365](https://knowledge.hubspot.com/hs-fs/hubfs/Knowledge_Base_Images/CRM/Settings/connect-office-365.png?t=1542635840897&width=980&name=connect-office-365.png)**
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.

### Step Two: Add HubSpot Sales to Outlook

1. Make sure you are using the New Outlook, you can toggle it on in the top right corner  
   ![new outlook](https://hubspot.lqdt.com/hs-fs/hubfs/new%20outlook.png?width=304&height=151&name=new%20outlook.png)
2. With the new outlook opened, click on the settings (gear icon)  
   ![Outlook Settings](https://hubspot.lqdt.com/hs-fs/hubfs/Outlook%20Settings.png?width=363&height=180&name=Outlook%20Settings.png)
3. Click on **Calendar** from the left panel and then **Customize Actions** and select **HubSpot Sales** and then **save** and exit that pop-up  
   ![Screenshot 2025-04-11 at 12.19.34 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.19.34%20PM.png?width=838&height=600&name=Screenshot%202025-04-11%20at%2012.19.34%20PM.png)
4. Go to **Calendar** and **create a new meeting** event and click **HubSpot Sales** from the toolbar ribbon and log into HubSpot using SSO (single sign-on). Then close out of the meeting  
   ![Screenshot 2025-04-11 at 12.22.01 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.22.01%20PM.png?width=1184&height=749&name=Screenshot%202025-04-11%20at%2012.22.01%20PM.png)
5. Create a new email and open the email into a new window  
   ![Screenshot 2025-04-11 at 12.24.42 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.24.42%20PM.png?width=1335&height=738&name=Screenshot%202025-04-11%20at%2012.24.42%20PM.png)
6. Resize the window until you see HubSpot Sales in the toolbar ribbon and click on **HubSpot Sales** icon   
   ![Screenshot 2025-04-11 at 12.27.53 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.27.53%20PM.png?width=1150&height=532&name=Screenshot%202025-04-11%20at%2012.27.53%20PM.png)
7. Click to pin the section and then close out the email  
   ![Screenshot 2025-04-11 at 12.26.56 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.26.56%20PM.png?width=1230&height=728&name=Screenshot%202025-04-11%20at%2012.26.56%20PM.png)

**Your Outlook should now look like the below – if so you’re good to go! Moving forward, you’ll be prompted to log into HubSpot via Outlook every time you restart.**

**![Screenshot 2025-04-11 at 12.29.25 PM](https://hubspot.lqdt.com/hs-fs/hubfs/Screenshot%202025-04-11%20at%2012.29.25%20PM.png?width=1246&height=769&name=Screenshot%202025-04-11%20at%2012.29.25%20PM.png)**

 

 Tags: [setup](https://hubspot.lqdt.com/tag/setup), [outlook](https://hubspot.lqdt.com/tag/outlook), [View All](https://hubspot.lqdt.com/tag/view-all)

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