CRM Setup Overview
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      2. CRM Setup Overview

      How to Install HubSpot for Gmail and Office 365

      With the HubSpot Sales Chrome extension for Gmail or the HubSpot Sales Office 365 add-in, you can access your sales tools directly from your inbox.

      Refer to the table below to determine which extension or add-in is compatible with your setup.

      Please note: Due to the major updates made by Microsoft in the latest version of Outlook for Windows, HubSpot will no longer be providing support for the HubSpot Sales Outlook desktop add-in. Instead, we strongly recommend activating the HubSpot Sales web add-in for a smoother experience.

        Chrome Extension Office 365 add-in
      Email host Gmail or G Suite Office 36
      Email client Gmail/G Suite in Chrome Outlook on the web Outlook.com*
      Outlook for Mac - version 15.33 or later
      Outlook for PC - version 1603 (build 6769.0000) or later
      Operating system Mac, PC Mac, PC
      System requirements - -
      Connected inbox required No** Yes
      Centrally deploy/install for multiple users Available Available
      Quick install links

      *If you're accessing your email on Outlook.com, you cannot pin the Office 365 add-in in the inbox.

      **Some sales tools cannot be used without a connected inbox.

      Please note:

      • HubSpot Sales does not currently offer support for Apple Mail, as Apple does not provide support for third-party developers creating add-ons for Apple Mail.
      • Terminal server environments are not compatible with the Office 365 add-in.

      How to Install the HubSpot Sales Chrome Extension

      Please note: If you are using Google's Rapid Release track, please consult with your IT team to consider switching to the default release track for compatibility with the extension.

      • Navigate to the HubSpot Sales extension in the Chrome store.
      • Verify you are signed into the correct Gmail account in the top right corner.

      chrome-web-store-email

      • Click on Add to Chrome.

      add-sales-extension-to-chrome

      • When prompted, log into your HubSpot Sales account 

      With the HubSpot Sales Chrome extension, you'll have access to your templates, documents, and sequences from your Gmail inbox. 

      Set Up Browser Notifications

      To receive notifications, set up your browser notifications. To select which notifications you want to receive: 

      • Click the Chrome extension.
      • Click Notification Settings.
      • Select the Browser Notifications checkboxes you want to receive notifications for.

      Chrome_notifications

      If you are a Google admin for your organization, you can automatically install the extension for multiple users.

      How to Install the HubSpot Sales Office 365 Add-In

      Please note:

      • Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Office 365 add-in. Be sure to check your specific version of Outlook and confirm that it is Click-to-run in order to successfully use this feature.
      • GoDaddy does not permit third party applications, therefore Office 365 from GoDaddy is not compatible with the HubSpot Sales Office 365 add-in.
      • If you're using Office 365 Business Premium, Business Essentials, or Personal for your email account, the HubSpot Sales Office 365 add-in can be easily installed. However, if your inbox is hosted by another provider and accessed through Outlook then you won't be able to download this add-on. In such a case installing the HubSpot Sales Outlook Desktop Add-In should do the trick!
      • To avoid any conflicts, make sure that you do not install both the HubSpot Sales Office 365 add-in and the HubSpot Sales Outlook desktop add-in on one device. Doing so can be detrimental to your experience with either of these powerful tools.
       

      There are two ways to install the HubSpot Sales Office 365 add-in:

      Individual users install the add-in

      You can install the Office 365 add-in individually in your account. Keep in mind that if you have multiple email accounts in Outlook, you have to install the add-in in each email account where you want to access the sales tools. 

      • Click here to navigate to the add-in in Microsoft AppSource.

      • Click Get It Now.

      get-it-now-button-in-microsoft-webstore

      • In the dialog box, click Continue.
      • You'll be taken to your Office 365 account. Click Add.

      hubspot-sales-add-confirmation

      After the installation is finished, you'll be taken to a page that notifies you of the successful add-in installation. You're now able to access your templates, documents and sequences right from within Outlook.

      To receive instant notifications for tracked emails, run Chrome with the HubSpot Sales Chrome extension installed.

      Office 365 Admins centrally deploy the add-in

      Office 365 admins can quickly and easily deploy the add-in across all users in their organization. By centrally deploying, every user on your domain will immediately receive the add-in without any extra effort on their part.

      Follow Microsoft's instructions to publish Office add-ins using centralized deployment via the Office 365 admin center. On the Centralized deployment step, select I want to add an Add-In from the Office Store, and search for HubSpot Sales.

      Please note: when the add-in is centrally deployed, you may need to relaunch Office to see the add-in icon appear on the ribbon of the app. Outlook add-ins can take up to 12 hours to appear.

      Install the HubSpot Sales Outlook desktop add-in

      Please note: Due to the major updates made by Microsoft in the latest version of Outlook for Windows, HubSpot will no longer be providing support for the HubSpot Sales Outlook desktop add-in. Instead, we strongly recommend activating the HubSpot Sales web add-in for a smoother experience.

      Before you install the HubSpot Sales Outlook desktop add-in, review the following limitations and compatibility requirements:

      • The HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. If you use Outlook for Mac, an Outlook on the web account, or an Outlook.com account, install the HubSpot Sales Office 365 add-in instead. Additionally, HubSpot Sales is not supported in terminal server environments.
      • Do not install both the HubSpot Sales Office 365 add-in and the HubSpot Sales Outlook desktop add-in on the same device. These add-ins will conflict and cause issues for your sales tools.
      • Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Outlook desktop add-in. Check your Outlook version to ensure it is Click-to-run. Learn more about the technical requirements for installing the Outlook desktop add-in.

      Please note: Starting from January 25, 2024, the HubSpot Sales for Windows tray app will no longer be supported. Instead, email notifications will be delivered through HubSpot's browser-based notification system.

      To install the desktop add-in:

      • Click here to download the HubSpot Sales Outlook desktop add-in.
      • Run the HubSpot Sales for Outlook installer (setup.exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information.
      • Restart Outlook.
      • When prompted, log in with your HubSpot Sales account credentials.

      Once installed, HubSpot Sales should appear in the inbox ribbon.

      Access your templates, documents, and sequences directly from your Outlook inbox. To receive instant notifications for tracked emails, ensure that the HubSpot Sales Chrome extension is installed in Chrome. This component allows you to receive notifications without needing to have Google Chrome open.

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