<aside> đź’ˇ Summary

To integrate HubSpot with Gmail or Outlook, install the HubSpot CRM extension, which allows for email tracking, template creation, and efficient logging of emails and associated data. Additionally, you can connect your calendar to HubSpot by navigating to your account settings and authorizing the connection. Creating a HubSpot meeting link involves navigating to 'Sales' and then 'Meetings', setting your availability, and saving and sharing the link.

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Introduction

Whether you're a seasoned HubSpot user or just getting started, integrating your email and calendar with HubSpot can streamline your workflow and enhance your productivity. This guide walks you through the process of connecting HubSpot with Gmail or Outlook, offering step-by-step instructions and additional resources to ensure a smooth setup. By the end of this guide, you'll be equipped with the knowledge to leverage HubSpot's powerful features and make the most of your business communications.

<aside> đź’ˇ Need help with HubSpot and its supported apps? Contact Crocodile Marketing today for a free chat.

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Installing HubSpot Gmail / Outlook Extensions

Connect your Calendar and create Meeting Link

https://www.youtube.com/watch?v=ZGl6LyEHnQI

Connect Your Inbox (Gmail or Outlook) to HubSpot

  1. In your HubSpot account, navigate to 'Settings'.
  2. In the left sidebar menu, navigate to 'your preferences General” and then 'Email” tab.
  3. Click on the 'Connect an inbox' button.
  4. Choose your email provider (Gmail or Outlook).
  5. Follow the prompts to authorize the connection between HubSpot and your email account.
  6. Once the connection is successful, your emails will start syncing with HubSpot and you can start leveraging the email tracking, template creation, and logging features.

Connect your Calendar to HubSpot