hubspot is the leading crm platform that can help with marketing, customer service, content management, and other processes, and can integrate into your gmail account.
Doing this helps you stay organized and makes it much easier for you to get your daily tasks done without having to switch between two service providers.
if you want to add hubspot to your gmail account, you will need some instructions. We’ve put together this helpful guide so you can use hubspot with your gmail account today.
why should you add hubspot to your gmail account?
There are several reasons why you should add hubspot to your gmail account. the first is because doing so will allow you to log emails sent from gmail to hubspot quickly and easily.
plus, you’ll be able to track those emails (as well as who opened or clicked on them) in real time, so you can see what’s reaching your customers and what’s not.
Plus, you’ll get access to other useful integrations, like:
- meetings
- templates
- sequences
…as well as other tools you can use directly from your gmail inbox.
how to connect gmail to hubspot
connecting gmail to hubspot and integrating hubspot into your gmail account is simple. There are just a few steps you need to take to get started and start using hubspot right away.
Because there are different methods of doing this, we’ve put together the instructions for each option separately.
option 1: use google chrome for hubspot integration
1. download the hubspot sales extension
The first thing you need to do is download the hubspot sales extension. you can find it in google chrome in the chrome web store here.
once you download it, it will be automatically added to chrome.
2. go to settings in hubspot
Now, you need to log in to your hubspot sales account, where you can start integrating the two accounts.
3. in gmail, compose a message
after that you need to open your gmail account. Make sure you’re signed in to the gmail account you’d like to use during the integration process, as you may have more than one.
If you are in the correct account, click “compose” to start a new email. when you do this, you will see that some changes have already been made.
In email, there is now a line of additional features including templates, sequences, a log, and a follow up button.
if you want the email to be recorded in the crm, make sure the box is checked. if you don’t want to be logged or tracked, uncheck those boxes.
option 2: use your hubspot account to start the integration
The first method is easy to use if you already use google chrome. if you don’t, you may prefer this integration technique, which uses your hubspot account first.
Follow these steps to connect your hubspot and gmail accounts.
1. log in to your hubspot account
For this method of connecting hubspot to your account, go ahead and log in to your hubspot account. once you do, you’ll need to click the settings tab to get started.
2. find general settings
Now, a new tab should open that includes a larger navigation bar. From this navigation bar, you will need to select general to continue connecting your accounts.
3. look for the email tab to connect
Now that you’re in the general section, click on the tab called “email“. It will be next to profile and before calling.
From this email tab, you will be able to connect your personal email to the hubspot account. click the orange button that says “connect personal email”.
When you do this, hubspot will be able to connect to:
- schedule and send emails directly from hubspot
- receive and record replies automatically
- collect contact details from your email and suggest follow-up task options (if has inbox automation)
4. select connect to gmail
You are not connected to gmail yet. You will need to go to the following pop-up window and click on the “google/gmail” option to connect to your preferred email service.
5. click “connect your inbox” to continue.
tip: if you want to connect to another email account, office 365 or exchange, you can also do it with this method.
6. enter your google credentials
Now the next thing you need to do is enter your google credentials or log in to your email account on the page that opens in hubspot. If you can’t remember your username or password, please open a new window, navigate to google and perform recovery services before this step.
7. give hubspot permission
finally, you’re ready to allow hubspot, so you can use your google account. When it appears, press the “allow” button to grant hubspot access to the account and finish the integration.
8. learn more about what the integration does for you
Now that you’ve connected hubspot and gmail, you should take some time to see all you can do with the integration in place.
helpfully, once you connect the two, you can turn on inbox automation, which will help manage tasks that would normally have to be done manually (and would consume a lot of your time).
what can you do when you add hubspot to gmail?
once you add hubspot to gmail, hubspot gets permission to read, modify, send and create email within your gmail account. it can also notify you about important emails by identifying any of the emails you have chosen to track.
hubspot will also track email opens and clicks, so you can see if people open your emails when you send them.
if you find that one isn’t getting the job done, then you can send emails with a different tactic, or you can try sending at a different time of day, for example.
once you’ve connected to hubspot, remember that you’ll be able to store replies, email headers, outgoing mail, aliases, and lots of other data automatically.
To give you some concise examples of what you can do when hubspot and google are connected, here are our top four integration features that we love.
1. can schedule meetings
The first thing you can do that’s a little bit different when you have hubspot built in is you can schedule meetings with one click. just go to the calendar icon in your menu and set when you’ll be available.
Anyone who wants to meet with you just clicks on the appropriate date and time to schedule a meeting.
2. run email campaigns
Another great advantage of integrating gmail and hubspot is that you can run an email marketing campaign from a single dashboard.
With hubspot’s gmail integration features, you can set up email sequences, so you do all the setup in one day but you can space those emails out over time.
They will be sent automatically, automating an otherwise tedious process that will take your time over the next week or month.
As an example, think of potential new customers. you may want to keep sending them follow-up emails for some time, and with the built-in features, you can.
all you have to do is configure them and you can forget about doing the task manually.
3. I work in sales prospecting
Another thing we like about the hubspot gmail integration is how easy it is to do all your sales prospecting from one place.
You can even create templates and snippets so you don’t have to manually type responses every time a lead comes up.
4. track all communications in one place
Finally, our main reason for loving the gmail and hubspot integration is that it allows you to stay informed. With all your communications in one place, it’s easier than ever to see your incoming and outgoing mail.
Once you’re logged in, you can track emails and conversations, to see how potential customers are interacting with you or your team by seeing which emails they’re clicking on, what files are downloaded and more.
summarize
Now that you know how important it is to be able to add hubspot to gmail, you should learn about additional tools that can help you with email campaigns and more.
Want to learn about better email management? you can read this interesting blog to learn about better organization now. Read “7 Best Practices and Tips for Effective Email Management” to start making changes to your workflow.