The goal is to send tracked, logged, and consistent outreach directly from Outlook using HubSpot’s Sales tools.
🖱️ 1️⃣ Composing the Email
- Open Outlook and click New Email to start a new message.
- At the top, fill in your recipient’s address in the To field.
- Add anyone else in Cc or Bcc, and type your Subject line.
- In the message area, type your email or use the ‘/’ key to insert files, links, or meeting invites.
✅ Result: Your draft email is ready to be customized and connected to HubSpot.
➡️ 2️⃣ Connecting Outlook to HubSpot
- On the right-hand side, open the HubSpot Sales panel.
- Check Track email opens and clicks to enable tracking.
- Under Log, choose which Contact, Company, or Deal record to associate the email with.
✅ Result: HubSpot will automatically log and track engagement with your email.
📂 3️⃣ Using HubSpot Tools in Outlook
Inside the HubSpot panel, you’ll find several tools to enhance your email:
- Templates → Insert pre-saved email templates.
- Sequences → Automate follow-up emails.
- Documents → Attach HubSpot-hosted files (like your deck or brochure).
- Meetings → Include your personal booking link.
- Snippets → Add quick, reusable text inserts.
🧩 You can also use “Write an email for me” to generate a draft automatically.
✅ Result: You save time and maintain consistent messaging in every email.
👤 4️⃣ Reviewing Contact Details
- Once a recipient is added, their contact profile appears in the panel.
- Review key details and click Open in CRM to view their full record in HubSpot.
✅ Result: You can personalize outreach with context directly from the CRM.
✉️ 5️⃣ Sending the Email
- Review your message, attachments, and tracking settings.
- Click Send — HubSpot will automatically log and track your email activity.
🎯 Final Result: Your email is sent, tracked, and recorded in HubSpot, ensuring complete visibility and consistency across all outreach.
If you want to see it on a video, feel free to check the quick Loom from Yacine!