Install the Hub. Spot Sales Outlook desktop add-in
Run the Hub. Spot Sales for Outlook installer (setup. exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information. When prompted, log in with your Hub. Spot Sales account credentials.
Compose a new email in Outlook and add a recipient. In the message ribbon, click Sales Tools > Snippets, then select a snippet. Click Manage snippets to go to your snippets dashboard in your Hub, and spot account.
, the hub Spot Sales Outlook desktop add-in allows you to track and log emails and use some of the Hub. Spot sales tools directly in your email account. This add-in is for Windows only.
This of course begs the query “How do I install the HubSpot Sales Office 365 add-in?”
There are two ways to install the Hub. Spot Sales Office 365 add-in: You can install the Office 365 add-in individually in your account. Keep in mind that if you have multiple email accounts in Outlook, you have to install the add-in in each email account where you want to access the sales tools.
To log an email and add new contacts to Hub. Spot from a logged email, the email address you send from in your email client must be one of the following: A user in your account. One of your connected email addresses.
How do I view my HubSpot subscription details?
In your Hub. Spot account, click your account name in the top right corner, then click Account & Billing. At the top, click the Subscriptions tab to view your subscription details.
How do I add a domain to a company in HubSpot?
In your Hub. Spot account, navigate to Contacts > Companies. Locate and click the name of the company record you want to add the additional domain name to. In the left panel, hover over the Company domain name property and click the edit pencil icon. In the dialog box, click + Add domain.
, hub Spot uses the Company domain name property value to differentiate between company records and to associate contact records to company records when automatic association is enabled. If you work with a company that has multiple domain names, you can add all of their domain names to one company record.
How to delete hubspot account?
Applies to:
In your Hub. Spot account, click your account name in the top right corner, then click Profile & Preferences. In the left sidebar menu, click Security. Under Permanently Remove, click Delete my user account.
– Navigate to Settings in the top navigation bar. – Select Configuration in the left sidebar. – Click the Delete your Hub. Spot Marketing account button. – In the dialog box, enter your Hub. ID, then click Yes, delete my account.
Your free trial will automatically expire after 30 days. If you want to deactivate your trial before that date, you can contact support by clicking the Help button in the bottom-right corner of your screen. Users with Modify billing permission can delete a free Hub. Spot CRM account.
Can I Delete my content and data before leaving HubSpot?
If you’re moving away from Hub. Spot entirely, it’s recommended that you export your content and data before leaving. A Free Hub. Spot CRM can be deleted at any time. Please note: all paid seats must be unassigned from users before you’re able to cancel the subscription.
What information does HubSpot insights provide about a company?
Close date: the date the company became your customer. Company domain name: the company’s website domain., hub Spot Insights uses this domain to provide you with basic information about the company. Every property marked with an asterisk (*) can be populated automatically by Hub. Spot Insights once the domain name is populated.
, hub Spot first looks at the Company Domain Name company property to deduplicate companies. If Company Domain Name is not included as a column in your import, Hub. Spot will try to match the Website URL company property value to existing company records.