How to test your personal email setup & Sales extension with Hubspot | Scribe

    How to test your personal email setup & Sales extension with Hubspot

    • HubSpot Admin |
    • 6 steps |
    • 2 minutes

      Send an email from within Hubspot to test your personal email setup

      1
      Go to any contact record in Hubspot and click the Create an email toggle button If you see a popup asking you to connect your email client to Hubspot, you need to setup your personal email before you can send and log emails in Hubspot
      Go to any contact record in Hubspot and click the Create an email toggle button If you see a popup asking you to connect your email client to Hubspot, you need to setup your personal email before you can send and log emails in Hubspot
      2
      You can start writing your test email if your personal email is connected. Once written, click "Send"
      You can start writing your test email if your personal email is connected. Once written, click "Send"
      3
      See the email you just sent on the contact's timeline

      Test & Use your Sales Extension in your email inbox

      4
      Go to your email inbox
      5
      Click "Compose"
      6
      Play around with the Hubspot tools that the sales extension makes available to you when you send and email from your inbox.
      Play around with the Hubspot tools that the sales extension makes available to you when you send and email from your inbox.
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      Tip! If you don't have the sales extension installed, click this link: [https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales](https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales)