This was written as a template for onboarding new sellers using HubSpot and getting it connected to Office 365.
You will get an invitation to join HubSpot as part of your onboarding at <INSERTCOMPANYNAME>. Follow that link to setup your HubSpot account. Once configured, we’ll want to link your account to your email – so we can see communications with customers via your Office 365 account in HubSpot. To do so, log into HubSpot and click on the <INSERTCOMPANYNAME> icon in the upper right corner of the screen and then select Profile & Preferences.
In the left-hand sidebar of the Settings screen, first click on Integrations and second, click on Email Integrations to bring up the Email Integrations page.
Click on the Connect an Inbox button to start installing the HubSpot plugin into your Office 365 account.
Select Office 365 from the list of email providers.
Click Continue.
If you’re signed into Office 365, you’ll be prompted grant Microsoft permission for a connected account. Click Accept.
The accounts are then linked. If that process doesn’t work, then log into Office 365. HubSpot also has a listing for HubSpot Sales in the Microsoft AppSource at https://appsource.microsoft.com/en-us/product/office/WA104381257. You can click that link in this Confluence article and then click on “Get it now” and follow similar installation options.
Once you’ve linked your accounts, you’ll see HubSpot Sales in the sidebar when viewing messages and have it available in the sidebar when browsing folders. The “Log this email to HubSpot” button can add a message to HubSpot and the “Track email opens and clicks” button allows you to see if/when the message is opened.
When you meet someone new, you’ll want to check that they’re in HubSpot. To do so, open HubSpot and click on the magnifying glass to search for the contact.
Next, type the name of the contact in the expanded search field.
Once you locate a Contact, you can see their activities if they have a cookie that allows for tracking and retargeting.