HubSpot Sales Extension & Add-On

​Are you a HubSpot user who also is using Gmail, Outlook or Office 365? If you are, we are about to make your life much easier! Did you know you can use the HubSpot Sales extension/add-in to automate creating and updating contacts information AND track and log these conversations within HubSpot so your entire organization can stay on top of engagement with your customers? This article will focus on the Google Chrome extension, but if you are interested in the Outlook desktop add-in click here or the Office 365 add-in, click here.

​What is the HubSpot Sales Chrome Extension?
The HubSpot Sales Chrome Extension is an extension for Google Chrome that adds HubSpot tools directly to your inbox. It can be downloaded from the Chrome Web Store. This extension lets you use your Gmail inbox as if it was built by HubSpot. When you use the HubSpot Sales Chrome extension, you'll be able to receive instant notifications when a contact opens an email. You can also track your emails with the log feature and you can even search your contacts database for information that's relevant to your current conversation!

features

Track and log emails with the HubSpot Sales Chrome
When you reply to an email from a customer, member or complete stranger, the HubSpot Sales Chrome Extension give you the ability to:

• Automagically add the sender to your HubSpot account as a Contact.
• Creates activities on Contact’s Timeline about the email and shows the content.
• Updates the Contact’s “Last Contacted” date and time.
• Create a HubSpot Task to follow up with the email.
• Create or Load an email template.
• Add the Contact to an automated Email Sequence.
• Propose meeting times and schedule links.
• … and more.

This is all critical to keeping your contacts and your team up-to-date and on the same page. If someone emails you out of the blue, when you reply, the HubSpot Chrome Extension will create a new Contact in your HubSpot account.

So let's dig deeper into these features, so you can get started and start saving more time.

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Log and track emails

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See hubspot activity

When you or someone on your team is using the extension and send an email, you will get a browser notification when the email is received and when it is opened! (Pro Tip, when you see they have opened the email … give them a call. The chances they pick up are MUCH higher. “How ironic you are calling, I was just reading an email from you”).
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All In One place

All of this activity with the email gets added to the Contact’s timeline. This lets everyone know what is going on with that conversation. For example, if you are out on vacation drinking a margarita on the beach and a rogue wave wipes out your phone, anyone on your team can pop on HubSpot and see that you haven’t sent that potential customer an updated invoice! Then the team member can catch up on the conversation and pick up where you and your soggy phone left off, all within HubSpot.

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Schedule tasks

It’s no secret things get done when you follow up. HubSpot knows this, and while Google has been accused of eating email from time to time, the extension enables you to create a Task to remind you in HubSpot that if you need to follow up with that potential customer regarding the email you sent 3 days ago. You can do all of this right in the Gmail compose message modal, there’s no need to switch tabs, open another window, or cover that YouTube video on your 2nd monitor.

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email templates

I don’t know about you, but we get a lot of email. Sometimes about the same topic or issue (don’t fix bugs on the beach drinking margaritas …) The email template system built in HubSpot can be used directly with the Extension in Gmail … no copy/pasta required! All you need to do is click reply to the email, click on Templates and select the HubSpot email template that explains why Tequila is the devil.

Building off of templates, if you have an upgraded HubSpot account, you can even move the email into an automated Sequence, making your life simpler, and giving your customers the sweet content, they desire!
Many people do not realize that HubSpot also has some awesome tools for scheduling meetings and proposing times to fill your calendar in the most effective way possible. If you haven’t already checked out HubSpot’s meetings booking page, you should check it out here. Aside from simply putting in a link that will send the reader specific meeting windows, you can propose preferred meeting times that you have already curated. Again, all available right within the Gmail message compose window.

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installing the extension

How to Install the HubSpot Sales Chrome extension
 
All this sounds pretty good right? Well how do you start using the extension so that hypothetical version of yourself on the beach can be a reality? Easy, open Chrome, go to the Chrome Extension web store and search for the HubSpot Sales Chrome Extension. Click the “Add to Chrome” button and breeze through the tour to connect and sync Gmail to HubSpot and away you go!

Get the hubspot extension

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member center

If you are using HubSpot and want to grow your company with a subscription-based model, try Member Center. Get auto-renewing memberships, automatic email reminders, gated content and a membership directory. Member Center is built on HubSpot, so you can see your contacts' activity, membership information and other details all in one place on HubSpot. 

Learn more