Connect Email and Outlook Extension to HubSpot

This guide provides step-by-step instructions on how to connect your email and Outlook extension to HubSpot. By following these steps, you will be able to seamlessly log your emails into HubSpot and access the HubSpot Sales Tools Icon in Outlook. This integration will enhance your productivity and streamline your email management process.

Cheryl Parker
35 steps
3 minutes

Doubleclick

Scribe

HubSpot

Connect your Email in HubSpot

Click Settings icon.

Click "General"

Click "Email"tab

Click "Connect personal email"

Click box to turn on inbox automation.

Click "Connect your inbox"

Enter your kaplanco email.

Click "Next"

Click "Connect to Exchange"

Click "Continue"

Enter your email in the "Email address" field.

Enter your Network password

Click "Show optional fields"

**Enter-** [**https://webmail.kaplanco.com/EWS/Exchange.asmx**](https://webmail.kaplanco.com/EWS/Exchange.asmx) **in the Exchange URL field.**

Click "Connect inbox"

You will receive a popup Message that says Your email is now connected to HubSpot. Then Click "No Thanks" to download the extension from this screen.

**\*\*\*Alert! DO NOT USE - OFFICE 365 ADD-IN!\*\*\***

Scroll Down the page, Find Download the email extension and Click "Download HubSpot Sales add-in for Outlook (Windows/PC)"

How to Download the Desktop Extension

Alert! Close Outlook before proceeding.

OR if trying to redownload the extension; go to settings, email and scroll to bottom of the page until you see Download the Email Extension

Click here.

Click "Download HubSpot Sales add-in for Outlook (Windows/PC)"

Click "Download" for Outlook for Desktop Extension

Click "Downloads" icon on menu bar

Find the 'hubspotforoutlookinstaller' and click on it

Click "Start installation"

You may get a pop up box that wants an Admin Username & Password. You can just click on NO and it will let you bypass it and will move on to next step of installing.

Click "Install"

Click "Close"

Open Outlook, Accept all Cookies

In Pop Up Box - put in your email

Then Click **"Log in with SSO"**

Click "Log in"

Put in your email and SSO (network) password

Click "SIGN IN"

Once you get Login Success, you can close the pop up box.

You will now see the HubSpot Sales Tools Icon

You are now connected and your Outlook emails will log into HubSpot!