How to Integrate HubSpot With Microsoft Outlook: Setup, Add-in and Fixes

To integrate HubSpot with Microsoft Outlook, first connect your Outlook inbox to HubSpot (settings icon > General > Email tab > Connect email account), then install the HubSpot Sales Office 365 add-in from Microsoft AppSource so you can log, track and use HubSpot sales tools while you write in Outlook. The same connected inbox setup works for Gmail, which uses the HubSpot Sales Chrome extension instead of the add-in.

Checked against the HubSpot Knowledge Base and Microsoft Learn on October 20, 2026.

The two parts of the HubSpot Outlook integration

It is two connections that do different jobs.

The Office 365 add-in requires a connected inbox, so always do the HubSpot side first.

Requirements before you start

These setups are not supported for the Office 365 add-in or a personal inbox connection, according to HubSpot:

• Outlook installed from the Microsoft Store. Your Outlook must be the Click-to-run version.
• Microsoft 365 purchased through GoDaddy, because GoDaddy does not support third-party apps.
• Terminal server environments.
• Microsoft 365 shared mailboxes, connected as an individual work email.
• Apple Mail, which does not support third-party add-ons.

If you use on-premises Exchange rather than Microsoft 365, HubSpot has a separate Microsoft Exchange connection, and your server must run Exchange 2010 SP2 or later. Outlook (GCC High) is listed as a beta option.

Step 1: Connect your Outlook inbox to HubSpot

1. In HubSpot, click the settings icon in the top navigation bar.
2. In the left sidebar, go to General, then click the Email tab.
3. Click Connect email account.
4. Optional: select Turn on inbox automation if you want those features.
5. Click Connect your inbox, enter your email address and click Next.
6. Click Connect to your provider. If HubSpot does not detect it, click I want to choose my email provider myself and select Microsoft Outlook.
7. Review what to expect, click Continue, and sign in with the Microsoft 365 account you want to connect.

HubSpot confirms the connection when it finishes. Older guides send you to Settings > Integrations > Email Integrations to connect. That path is out of date. HubSpot now mentions it only as the place to disable a Gmail integration.

Step 2: Install the HubSpot Sales Office 365 add-in

Install it for yourself

1. Open HubSpot's install article and follow its link to the HubSpot Sales listing on Microsoft AppSource.
2. Click Get It Now.
3. Follow the prompts to sign in to your Office 365 account and confirm your details with Microsoft.
4. Click Get It Now again at the bottom.
5. In the Office 365 dialog box, click Add.

If you have more than one email account in Outlook, install the add-in in each account where you want the sales tools.

Where to find HubSpot Sales in Outlook

Deploy it for your whole company (Microsoft 365 admins)

Microsoft 365 admins can push the add-in to every user so nobody has to install it by hand. Per Microsoft Learn:

1. Sign in to the Microsoft 365 admin center.
2. Select Show all, then Settings > Integrated apps.
3. Select the Add-ins link near the top of the page, then Deploy Add-in.
4. Click Next, choose the option to add an add-in from the Office Store (Microsoft Marketplace), and search for HubSpot Sales.
5. Choose Everyone, Specific users/groups or Just me, then select Deploy.

Microsoft recommends testing with a small group first. Both Microsoft and HubSpot note that users may need to relaunch Outlook, and that add-ins can take 24 to 72 hours to appear. Each user still connects their own inbox in HubSpot.

Step 3: Log and track your first email

1. Compose a new email in Outlook and add the recipient, subject and body.
2. Open HubSpot Sales from the location in the table above.
3. Under Message tools, select Track email opens (users with an assigned Sales Hub seat see Track email opens and clicks).
4. Select Log. Your HubSpot BCC address fills in automatically.
5. Use the dropdown next to Log to choose which records the email logs to. This needs Office 365 version 1910 or later.
6. For recipients who are not in HubSpot yet, keep or clear the checkbox under Create as new contacts.
7. Keep the task pane open and click Send.

The task pane must be open when you send, or the email is not tracked or logged. You can pin the pane so it stays open. Tracked emails show a Sent status on the contact record and in your activity feed, and you get a desktop notification when the recipient opens one.

A few rules worth knowing:

• Tracking and logging are separate. Tracking alone does not save a copy of the email to the CRM.
• New contacts created from a logged email are set as non-marketing if you use marketing contacts, and the sender becomes the contact owner if none exists.
• Attachments over 50 MB do not log, though the email still sends.
• Forgot to log an email? Open it in Outlook, open HubSpot Sales and click Log email to HubSpot under This email activity.

Set logging and tracking defaults

For yourself: in the HubSpot Sales task pane, scroll to More and select Add-in settings. Turn on the Log email and Track email switches so every new email is logged and tracked by default.

For everyone: a user with Account Access permission can go to settings icon > Data Management > Objects, select Activities, and open the Email Log & Track tab. There you can apply a default log setting and a default track setting for all users, and decide whether attachments can be logged. When account-wide settings are applied, they override each user's own preferences.

Keep internal email out with Never Log lists

The old "Settings > Email Logging" path no longer exists. There are now two Never Log lists:

Enter single addresses (name@domain.com) or whole domains (*@domain.com), then click Save. The lists hold up to 500 entries combined. They are not retroactive, so emails already logged stay in the CRM. Add your own company domain before rollout so internal threads do not clutter contact timelines.

HubSpot sales tools inside Outlook

To start a sequence from Outlook, compose an email to the contact, open HubSpot Sales, click Sequences, select one, adjust the content, choose the start email and send time, then click Start sequence.

Shared mailboxes and team email

You cannot connect a Microsoft 365 shared mailbox as your individual work email. For a shared address such as sales@ or support@, connect it as a team email channel instead:

1. Click the settings icon, then go to Inbox > Inboxes.
2. Click Connect a channel, select Team email and click Next.
3. Choose Office 365, review the terms, click Continue and sign in.
4. Set the from name, from address and team signature, choose assignment options, then click Connect & finish.

You need Account Access permission. A team email address can be connected only once, so it cannot also be someone's individual work email or a help desk channel. Emails received before you connect it do not appear. If your team uses help desk (Service Hub Professional or Enterprise), connect the team email from the help desk channel settings instead.

Office 365 add-in vs the Outlook desktop add-in

HubSpot recommends the Office 365 add-in. The desktop add-in is in maintenance mode, meaning HubSpot no longer develops or improves it, though it is still available and supported in classic (legacy) Outlook for Windows. It is not available in any other Outlook version. HubSpot positions it for users without a Microsoft 365-hosted account. If a desktop add-in user switches to the new Outlook for Windows, HubSpot says the Office 365 add-in is installed automatically.

Do not install both add-ins on the same device. HubSpot warns that they conflict. If someone on your team has the desktop add-in, remove it before installing the Office 365 add-in.

Using Gmail instead of Outlook

The broader "HubSpot email integration" works the same way for Gmail. You connect the inbox from the same General > Email tab path, choose Gmail, click Continue, sign in to Google and click Allow. In place of the Outlook add-in, you install the HubSpot Sales Chrome extension from the Chrome Web Store. Two Gmail limits to know: Google's Rapid Release track is not compatible with the extension, and Gmail accounts in Google's Advanced Protection Program cannot be connected. For a full walkthrough, see our guide to connecting HubSpot to Gmail.

Troubleshooting the HubSpot Outlook add-in

For anything else, HubSpot support can read debug logs: open HubSpot Sales while composing, go to More > Add-in settings > Help & troubleshooting, and send the logs.

Tracking, privacy and consent

HubSpot notes that, depending on where the recipient is, open and click tracking may require prior consent. If you turn on data privacy settings, HubSpot tracks opens only for contacts with a legal basis for processing, the Track checkbox is grayed out for others, and emails to multiple recipients are tracked anonymously. Check your tracking defaults with your legal team before you switch them on for everyone.

A rollout example (hypothetical)

Imagine a 15-person sales team on Microsoft 365, with a mix of new Outlook for Windows and Outlook on the web:

1. The HubSpot admin adds the company domain to the account-wide Never Log list and sets a default Log setting for all users.
2. The Microsoft 365 admin deploys HubSpot Sales to a sales group, waits up to 72 hours, and checks that it appears under Apps.
3. Two reps still have the old desktop add-in, so they remove it before using the new one.
4. Each rep connects their inbox under General > Email, sends a tracked and logged test email to a colleague's personal address, and confirms it on the contact timeline.
5. The shared sales@ mailbox is connected as a team email channel, not as anyone's personal inbox.

Getting help with your HubSpot email setup

INSIDEA is an Elite HubSpot Partner and the growth operating system for modern businesses. If you want logging rules, sequences and reporting set up properly from day one, our HubSpot team can help you plan and roll out your Outlook or Gmail integration.