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How do I configure my HubSpot Add-In for Outlook

How to set up the HubSpot Sales Add-in for Outlook so that it properly logs/tracks emails and creates contacts

Step 1: Navigate to the Outlook Desktop Application:

Step 2: Click on "Home"

Step 3: Click on the HubSpot Sales Add-in:

Step 4: Select "Settings":

Step 5: Make sure "Log Email", "Existing contacts", "New Contacts" and "Companies" are checked off:

*Note: the above settings are defaults. For each email that you send, you have the option to check/uncheck whether you want to log and/or track the email:

 

 

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