How to Install and Use HubSpot Sales Extension in Gmail

TLDRLearn how to install and use the HubSpot Sales extension in Gmail to track and save emails in HubSpot, access contact details, templates, meetings, and more.

Key insights

📧The HubSpot Sales extension in Gmail allows users to track and save emails in HubSpot.

🗓️Users can access templates and schedule meetings directly from Gmail with the HubSpot Sales extension.

📌The extension offers features like sequences, snippets, and attached documents to enhance email communication.

🔗Attached documents can be viewed and tracked, providing insights into recipient engagement.

💼The HubSpot Sales extension is beneficial for both free and paid HubSpot users, improving email productivity and efficiency.

Q&A

What is the HubSpot Sales extension?

The HubSpot Sales extension is a plugin for Gmail that allows users to track and save emails, access contact details, templates, meetings, and more in HubSpot.

How do I install the HubSpot Sales extension in Gmail?

To install the HubSpot Sales extension in Gmail, go to HubSpot settings, click on email, select the option to connect your personal email, and follow the instructions to connect to Gmail.

What are the key features of the HubSpot Sales extension?

The HubSpot Sales extension offers features like templates, meetings, tasks, sequences, snippets, and attached documents, enhancing email communication and productivity.

Can I track and log outgoing emails with the HubSpot Sales extension?

Yes, the HubSpot Sales extension automatically tracks and logs outgoing emails, providing insights into open rates and recipient engagement.

Is the HubSpot Sales extension only available for paid users?

No, the HubSpot Sales extension is available for both free and paid HubSpot users, offering valuable email management features to enhance productivity and efficiency.

Timestamped Summary

00:01Introduction to the HubSpot Sales extension in Gmail and its benefits.

00:20Overview of the features included in the HubSpot Sales extension, such as templates, meetings, tasks, sequences, snippets, and attached documents.

02:05Demonstration of how the extension displays contact details and information within Gmail.

03:58Instructions on how to install the HubSpot Sales extension in Gmail and set it up correctly.

05:29Explanation of how to customize email tracking and logging settings in the HubSpot Sales extension.

05:59Conclusion and invitation for feedback and further exploration of HubSpot features.