Quick tipHow toSales Hub

Use sales tools in the Office 365 add-in

Templates, documents, meetings, snippets, sequences.

Subscription
All tiers; sequences Professional+
Permissions
Connected inbox
Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: connect an individual work email and install the Office 365 add-in to insert documents, meeting links and snippets while composing. Enrolling in sequences needs Sales or Service Hub Professional or Enterprise.

1. In HubSpot

The relevant screen in my demo portal.

Email log and track settings with a Confirm consent before tracking emails notice
The tracking consent notice (1).

2. Worth knowing

Desktop add-in users follow a separate article.

3. Related

Customizing the add-in and add-in crashes.

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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