How to Add HubSpot Extension to Outlook in 4 Easy Steps

Integrating HubSpot with Outlook can improve your email marketing, sales tracking, and CRM management.

If you’re looking for a step-by-step guide on how to add HubSpot extension to Outlook, you’re in the right place.

Whether you’re using Outlook 365, Outlook for Windows 10, or another version, this guide covers everything you need to know.

By the end of this post, you’ll know:

• How to add HubSpot add in to Outlook
• How to troubleshoot HubSpot Outlook plugin not working
• HubSpot outlook extension download tips

Let’s get started!

Why Add HubSpot Extension to Outlook?

Before we dive into installation, let’s explore why integrating HubSpot with Outlook is beneficial:

Automated CRM Updates

Emails sent from Outlook automatically sync with your HubSpot CRM.

Email Tracking & Logging

Get real-time notifications when contacts open your emails.

Templates & Sequences

Access HubSpot email templates directly in Outlook.

Enhanced Productivity

Save time by streamlining your email workflow.

Now that you know why it’s valuable, let’s move on to installation.

How to Add HubSpot Extension to Outlook

Step 1: Verify System Requirements

Before installing, ensure your system meets the requirements:

• Operating System: Windows 10 or later
• Outlook Version: Outlook 2016, Outlook 2019, Outlook 365
• HubSpot Subscription: Works best with Sales Hub, Marketing Hub, or Service Hub
• Internet Connection: Required for syncing

Step 2: Install HubSpot Outlook Extension via Microsoft AppSource

The easiest way to install the HubSpot add-in for Outlook is through Microsoft AppSource. Follow these steps:

1. Open Outlook on your Windows 10 PC or Outlook 365 account.
2. Click on File > Manage Add-ins (or go to Outlook Web App > Settings > Manage add-ins).
3. In the Office Add-ins Store, search for HubSpot Sales.
4. Click Add and then Continue to install the HubSpot plugin.
5. Follow the on-screen prompts to complete the installation.
6. Restart Outlook to activate the extension.

Step 3: Install HubSpot Outlook Plugin via HubSpot Marketplace

If you prefer downloading directly from HubSpot, follow these steps:

1. Log in to your HubSpot account.
2. Navigate to Settings > Integrations > Email Integrations.
3. Click on Outlook Integration.
4. Download the HubSpot Outlook extension installer.
5. Run the installer and follow the setup instructions.
6. Restart Outlook to finalize installation.

Step 4: Connect HubSpot to Outlook

Once installed, you need to connect it to your HubSpot account:

1. Open Outlook and locate the HubSpot Sales toolbar.
2. Click Log in and enter your HubSpot credentials.
3. Select the email address you want to sync with HubSpot.
4. Click Connect.

Your HubSpot extension for Outlook is now fully set up!

Troubleshooting: HubSpot Outlook Plugin Not Working?

Even after installation, you may face issues where the HubSpot Outlook plugin is not working.

Here are some common problems and solutions:

Issue 1: HubSpot Extension Not Showing in Outlook

Solution:

• Ensure Outlook is updated to the latest version.
• Restart Outlook and check if the add-in appears under Manage Add-ins.
• Reinstall the extension from Microsoft AppSource.

Issue 2: HubSpot Outlook Plugin Not Logging Emails

Solution:

• Check if email tracking and logging are enabled in HubSpot settings.
• Make sure the correct email account is connected to HubSpot.
• Verify that the recipient’s email is in a logged contact in HubSpot.

Issue 3: HubSpot Outlook Plugin Download Fails

Solution:

• Disable any antivirus or firewall temporarily and try again.
• Use a different browser to download the plugin from HubSpot.
• Ensure you have admin permissions on your PC.

How to Uninstall HubSpot Extension from Outlook

If you need to remove the HubSpot add-in for Outlook, follow these steps:

1. Open Outlook and go to File > Manage Add-ins.
2. Find HubSpot Sales in the list.
3. Click Remove.
4. Restart Outlook.

If you installed it via the HubSpot plugin download, use Windows Add or Remove Programs to uninstall it.

How to Add HubSpot Plugin to Outlook – Conclusion

Now that you know how to add HubSpot extension to Outlook, you can streamline your sales and email tracking efforts.

If you experience issues like HubSpot Outlook plugin not working, use our troubleshooting tips to fix them quickly.

How to Add HubSpot Extension to Outlook Windows 10 – FAQs

Why is HubSpot not showing in Outlook app?