Unified - How To - HubSpot Gmail Sales Extension Setup and Navigation
This guide will tell you how to set up HubSpot's Gmail sales extension and how to use it in Gmail.
Steps:
I. Setup Process
Upon completely setting up your HubSpot account during onboarding, go to Settings > General > Email and click Connect personal email.
Once you have completed the steps on email setup, continue with the add-on installation process by clicking Download extension.
Select the Gmail extension option to proceed with installing the add-on in Chrome.
II. Navigation Process (Email Logging)
When sending emails to clients via Gmail, ensure that the Log and Track checkboxes are ticked.
On the Log checkbox, make sure that the relevant object records are associated (contacts, companies, deals) by ticking the box beside the record name.
Once relevant records are associated, you can now send the email.
Loom Video:
Notes:
When logging emails, keep in mind that you need to double check which object records in HubSpot (contact, deal, company) need to have the email logged into. This is especially important since we want client comms to be logged in the correct account records in HubSpot.
When you don't want to log emails at all, you need to untick both the Log and Track checkboxes to ensure the email you're sending to won't log into the CRM at all.
