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Integration of HubSpot with Office 365

Enhance Your Workflow with HubSpot Sales Add-in

Overview

Many users seek assistance with the integration of HubSpot and Office 365, particularly in relation to add-ins and syncing capabilities that can enhance their workflow. This article provides guidance on how to enable these features for a more productive experience.

Solution

To take full advantage of the integration features between HubSpot and Office 365, you must install the HubSpot Sales add-in. This add-in allows for automatic syncing of contacts, emails, and other relevant data directly within Office 365 applications, including access on mobile devices.

Recommendations for Optimal Functionality

To ensure seamless integration and optimal performance, follow these recommendations:

  • Install the HubSpot Sales add-in in your Office 365 environment.

Steps to Install the HubSpot Sales Add-in

Follow these steps to install the HubSpot Sales add-in:

  1. Open your Office 365 application (such as Outlook).
  2. Navigate to the Home tab, and click on Get Add-ins or Store.
  3. In the Add-ins store, search for HubSpot Sales.
  4. Click on Add to begin the installation process.
  5. Follow the on-screen prompts to connect your HubSpot account.

By completing these steps, you will be able to leverage HubSpot’s capabilities directly within Office 365, enhancing your productivity and improving email tracking efficiencies. If you encounter any issues during the installation, please refer to our troubleshooting section or contact support for assistance.