Quick tipHow toSales HubSmart CRM

HubSpot Sales extension for Gmail and Outlook: install, log and track

Reps who live in Gmail or Outlook can log and track emails without opening HubSpot.

Subscription
All tiers
Permissions
Any user; admins set account defaults
Time
4 min · Beginner
Last verified

Short answer

Install the HubSpot Sales Chrome extension for Gmail or the Outlook add-in to log and track emails from your inbox. Admins can turn on Apply Default Log setting for all users - Sales Extension Only in Settings, Objects, Activities, Email Log & Track. HubSpot's KB notes tracking and logging do not work with customized Gmail layouts, and attachments over 50 MB do not log.

1. Account settings

In my demo portal, Email Log & Track has the attachment setting and the extension-wide default.

Email log and track settings with Allow all users to log email attachments and Apply Default Log setting for all users - Sales Extension Only
Attachment logging (1) and the extension default (2).

2. Per-user control

  • Users can turn tracking and logging off for a message, contacts or domains.
  • Use a never-log list for internal domains. See the never log list.

3. Related

Open notifications and log and track settings.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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