How Do I Connect My Email Inbox to HubSpot

Connecting your inbox to HubSpot turns HubSpot into your email communications co-pilot! Here's how.

The steps to connect your HubSpot account to your email inbox are simple.

1. Click the gear icon in the top right of your HubSpot screen
2. Select the "General" tab in the left navigation panel, under "Your Preferences"
3. Click the "Email" tab in the center section of your HubSpot screen
4. Click the orange button that reads "Connect Personal Email"
5.  Click the "turn on inbox automations" tick box. This will enable you to send and schedule email from within HubSpot, log email replies to HubSpot automatically, and log follow-up tasks and contact details from right inside your email.
6. Click "Connect Your Inbox"
7. Enter your primary email address (you can connect other email aliases in a different setup step)
8. HubSpot will auto-identify your email system.
9. Click "Connect to Gmail." If you are using a lesser-known email system, you may need to click "I want to choose my email provider myself."
10. Click "Continue" on the disclosures screen
11. Assuming you are already logged in to email, HubSpot will initiate the connection process.
    1. You may see a "Choose an account" screen if you regularly use multiple email addresses
    2. You may see a permissions screen.
    3. Complete the steps necessary to give HubSpot permissions to your email system.
12. HubSpot will create the connection and do a verification process
13. After the connection has been made, if you are using Gmail or a Microsoft email system, you will get a popup screen to download the HubSpot extension for your email.  Download! This is a very helpful extension that will allow HubSpot to nest inside your email, making it easy to add tasks and customer notes.
14. You're done!

Here's a handy video to walk you through this process