The goal is to make sure your Outlook email and calendar are always synced with HubSpot, so every email, meeting, and activity is tracked automatically.
1️⃣ Install HubSpot Tools
- Download the HubSpot Sales Extension for Outlook:
- Go to [HubSpot Settings → General → Email → Email Integrations]
- Select Outlook / Office 365 and install the add-in
- ✅ This allows you to log & track emails directly from Outlook
- Optional (recommended): Install the HubSpot Desktop App or Mobile App
- Mobile app → lets you check contacts, scan business cards, and log calls easily
2️⃣ Connect Your Outlook Email
- Go to HubSpot → Settings → General → Email → Connect personal email
- Choose Office 365 / Outlook
- Log in with your company email + password
- ✅ After setup, test it by sending an email → check if it appears in the contact’s timeline in HubSpot
3️⃣ Connect Your Calendar
- Go to HubSpot → Settings → General → Calendar → Connect calendar
- Select your Outlook/Office 365 calendar
- ✅ This allows:
- HubSpot to automatically log your meetings
- Prospects to book time via your HubSpot meeting link (if enabled)
4️⃣ Verify Connections (Very Important ⚠️)
- In HubSpot Settings, check under Email & Calendar → both should display Connected
- If they show “Disconnected”, click Reconnect and log in again
- 💡 Tip: Tokens can expire every few months → always reconnect if HubSpot stops syncing
✅ Once done, HubSpot will:
- Log all your Outlook emails automatically
- Sync your calendar meetings
- Ensure smooth scheduling with prospects