It's very important that all staff have their individual outlook connected with HubSpot. To ensure this is set up, please follow these instructions.
HubSpot enables tracking of customer and prospect emails through group and individual (work) mailboxes. By connecting your emails, it is possible for all staff to be aware of what has been sent to customers, see whether they have opened documents or clicked links within emails and responded. This transparency offers a better customer experience through better awareness and understanding of our customers issues and needs. You can view emails on any contact record by looking in the activity tab.
You can watch the Video Tutorial on how to link inbox or follow the written instructions below.
- Go to https://app.hubspot.com/login and login
- Select ‘NCUK’
- Click on the ‘Settings’ icon
- On the ‘General’ page, click on the ‘Email’ tab and select ‘Connect personal email’
- Click on Office 365
- Select 'Turn on Inbox automation' and then 'Connect your inbox'
- Click on 'Continue' and you will automatically be signed into your account.
- Click on Download Extension
- Click on the Download button below ‘Outlook Desktop Extension’ (make sure your Outlook is
closed for this step - Click on ‘Open file’
and then ‘Start installation’ - Click on 'Install'
- Login to HubSpot with your email address and password. HubSpot will ask you for a code, this will be sent to your inbox.
- Insert the code and log in
- When you click on the arrow you should now have a HubSpot Extension icon.
- If you have successfully installed the add in, you will see HubSpot in the menu bar in outlook and you will see HubSpot in the Bcc when you send an email.
If you have any issues, this Knowledge Article might provide a solution.