| 2 minute read

How to Connect Your Email to HubSpot

Sales Hub Graphic
Posted by Gabriela Flores on June 2, 2022
Gabriela Flores
Find me on:

Overview

HubSpot CRM has many tools to help you stay organized. You can even add another email account to your HubSpot account using their email integration feature.

To do this, click the settings icon on the top of the page, to the right of the dropdown menu. Then, go to the “General” section and select the “Email” tab.

Click on the box labeled “Connect personal email” and select your email provider. Select the checkbox next to “Turn on inbox automation.” Selecting this will give HubSpot permission to log and track future incoming and outgoing emails. Through this feature, tracked emails will be automatically scanned by AI to create a contact record if one doesn’t already exist or if there is information missing.

After reading the terms and conditions, click “continue” and you will be sent to log into the email you want to add.

Now you can send emails from your personal email or directly from your HubSpot CRM.

There are other features available that might be beneficial. For example, HubSpot sales tools can even help you create perfect email replies. Be sure to use these features to your

Video Tutorial

Video Transcript

To connect a personal email inbox, go to your settings, then go to the general section, email. And then from here, I already have an inbox setup, but to connect a new one you click connect personal email, then select your email client, in this example I'll use Google, and then click turn on email automation connect inbox, there'll be some legal language here, click continue.

Then it will kick you to log into your Gmail account and from there you'll follow the steps to sign into your Gmail account or Outlook account, and then you'll have your inbox connected to HubSpot.

About RevPartners

RevPartners has set in motion the mission of democratizing revops for scaling companies. So far, the mission has been a success! A significant part of that success is due to our partnership with HubSpot, the #1 CRM company for scaling companies looking for an integrated platform experience to supercharge their growth.  Our team of veteran revenue-growth experts holds 300+ HubSpot Certifications (12:1 cert to employee ratio) and has consistently demonstrated an ability to help scaling companies successfully adopt HubSpot.  RevPartners has become the fastest-tiering solutions partner, reaching Diamond status in only five months after being founded and expected to gain Elite by mid 2022. Additionally, we are one of less than 30 global solutions partners to hold the Partner Scaled Onboarding and Advanced CRM Implementation Accreditations. 

If you need a revops or HubSpot solution, we get the call! 

 

More Questions?

We would love to help! Follow RevPartners on Linkedin for more solutions and HubSpot hacks. Let us know what is stumping you and we'll help you find a solution!

Connect with us!
Image