Want to save time? With the HubSpot plugin for Outlook, you can easily create deals without having to access your entire CRM platform.
Before you begin, make sure you have the correct extension and install HubSpot sales for Gmail, Office 365, and Outlook desktop.
Once you have the plugin for your HubSpot sales emails, open Outlook and create an email.
Start by entering the email address of the recipient, as well as any bcc or forwarding address you want to include to record the email into your contact’s record. Automatically, the recipient's profile should pop up on the right side if you have saved their email in your CRM.
From the contact card pop-up, you can go through the dropdowns, ranging from “About” to “Tickets,” and access the deals associated with that contact. To create a new deal, simply click the plus sign “+” to the right of the “Deals” drop down. Afterward, you can fill out the deal information and select the orange “Create deal” button on the bottom.
Once your deal is created, you can see it has been added to the contact list in the popup. You can also select the newly created deal and you’ll be taken to the CRM where additional edits can be made.
For more information, you can navigate through the HubSpot academy content library and search for academy certification courses that might interest you. There, you can find a vast amount of lessons and practical exercises leading you towards certification.
If you’re having trouble understanding the HubSpot sales email plug-in, be sure to check out our other customer success blog content that will help you navigate HubSpot’s CRM and Sales Hub tools.
See below for one of our free online video lessons on creating deals using the HubSpot Outlook plugin.
You can actually create or edit a deal directly from Outlook. You'll see here, I have already input the name of the person that I want the email to go to. I will have then the sidebar pop up, which will show me their profile and I can come down here to deals and I can see that there is a deal directly within the profile. If I want to go ahead and create a new deal, all I have to do is select the plus button.
And you'll see here to create the deal, all I have to do is fill out fields here. I can edit the deal stage. I can also edit the association for both the contact as well as the company here and then I can go ahead and create the deal. And now I have created a deal.
You'll see here, I have my original deal that was already existing and I now have this second deal that I have created right on top. If I select this, it's going to go ahead and take me to the deal itself, where I can then go ahead and do whatever I need to directly from the CRM.
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