The Bee Suite

Connect Your Email Inbox

Connect Gmail or Outlook to track emails, log conversations, and access HubSpot tools from your inbox

Why Connect Your Inbox?

Connecting your email inbox to HubSpot allows you to:

Automatically log all emails to contact records
Track email opens and clicks in real-time
Send tracked emails directly from HubSpot CRM
Use email templates and sequences
See contact details and history without leaving your inbox
Connect Gmail
For Google Workspace or personal Gmail accounts

Step-by-Step Instructions:

  1. Log into your HubSpot account at app.hubspot.com
  2. Click the Settings icon (gear icon) in the top navigation bar
  3. In the left sidebar, navigate to General → Email
  4. Click Connect personal email
  5. Select Gmail from the list of providers
  6. Click Connect and sign in with your Gmail account
  7. Grant HubSpot the requested permissions (read, send, and manage email)
  8. Confirm the connection and you're done!

Important Note

Make sure you're using the same Gmail account you use for work. If you have multiple Google accounts, select the correct one during sign-in.

Connect Outlook / Office 365
For Microsoft 365 or Outlook.com accounts

Step-by-Step Instructions:

  1. Log into your HubSpot account at app.hubspot.com
  2. Click the Settings icon (gear icon) in the top navigation bar
  3. In the left sidebar, navigate to General → Email
  4. Click Connect personal email
  5. Select Office 365 from the list of providers
  6. Click Connect and sign in with your Microsoft account
  7. Grant HubSpot the requested permissions
  8. Confirm the connection and you're done!

Exchange Online Users

If you're using Exchange Online, HubSpot will automatically use modern authentication (OAuth) for a more secure connection. No additional setup required!

Verify Your Connection

After connecting, verify everything is working:

Quick Test:

  1. Go to CRM → Contacts
  2. Open any contact record
  3. Click the Email tab
  4. Click Log email or Send email
  5. You should see your connected email address in the "From" field

Connection Successful!

If you can send a test email, your inbox is properly connected. All future emails will be automatically logged to HubSpot.

Troubleshooting

Can't see "Connect personal email" option?

Your admin may need to grant you permission. Contact Katie to enable email integration for your account.

Connection keeps failing?

Try disconnecting and reconnecting. Go to Settings → Email, click the three dots next to your connected inbox, and select "Disconnect". Then reconnect following the steps above.

Emails not logging automatically?

Check your email logging settings. Go to Settings → Email → Logging and make sure "Automatically log emails" is enabled.

Next Steps

Now that your inbox is connected, continue with: