How to Install the Hubspot Sales Email Extension

The Hubspot Sales email extension lets you track, log, and manage sales emails directly from your inbox so you can keep your CRM data accurate without extra manual work.

This guide walks you through installing the sales extension and desktop add-in, enabling key permissions, and confirming everything works correctly in your email client.

Requirements before installing Hubspot Sales

Before you begin, make sure your setup supports the Hubspot tools you want to use.

Supported browsers and email clients for Hubspot

A supported web browser such as Google Chrome or Microsoft Edge for the Chrome extension.
Microsoft Outlook desktop or Outlook on the web for the Outlook add-in.
A connected inbox that you can integrate with your CRM account.

Check that you have admin access to install extensions on your browser or add-ins on your computer, and that security settings allow these changes.

Install the Hubspot Sales Chrome extension

The Chrome extension adds Hubspot sales tools directly into your browser and web-based inbox.

Step 1: Go to the Hubspot Chrome extension

Open Google Chrome.
Visit the official extension listing by going to the Hubspot Sales installation instructions.
Follow the link provided there to the Chrome Web Store listing.

Step 2: Add the extension to Chrome

On the Chrome Web Store page, click Add to Chrome.
Confirm by selecting Add extension in the dialog.
Wait for Chrome to download and install the extension.

Once installed, you should see the Hubspot icon appear in your browser toolbar. If it is hidden, click the puzzle icon in Chrome and pin the extension.

Step 3: Sign in to your Hubspot account

Click the Hubspot icon in the toolbar.
Select Log in or Sign in.
Enter your CRM account email and password, or continue with your single sign-on method, if enabled.

After you sign in, the extension will connect your inbox to your CRM account so you can track and log emails directly from Chrome.

Install the Hubspot Sales Outlook add-in

The Outlook add-in brings Hubspot tools to Microsoft Outlook, both on desktop and on the web.

Install the add-in from Outlook on the web

Open Outlook on the web in your browser.
Compose a new email message.
Click the Get Add-ins or Store icon, depending on your Outlook version.
Search for the sales add-in using the term “Hubspot Sales”.
Select the add-in from the results and click Add or Install.

The add-in will be added to your Outlook account and will appear as a button when you compose or view emails.

Install the add-in for Outlook desktop

Open Outlook desktop on your computer.
Navigate to Home in the top ribbon.
Click Get Add-ins or Store.
Search for “Hubspot Sales” in the add-in search bar.
Select the correct listing and click Add.

Outlook will download and install the add-in, and you should see a dedicated sales pane or ribbon button available in your inbox.

Install the Hubspot Sales desktop add-in

The desktop add-in is a separate installer used for some Outlook desktop environments to connect to Hubspot.

Download the desktop add-in installer

Open your web browser.
Go to the official instructions page at the Hubspot Sales knowledge base article.
Locate the link provided there to download the desktop add-in for your operating system.

Run the desktop installer

Once the file is downloaded, double-click the installer.
Follow the on-screen prompts to complete the installation.
Restart Outlook desktop if it was open during the install.

After restarting, look for the new sales tools in your Outlook ribbon or side panel. If you do not see them, verify that the add-in is enabled in your Outlook add-ins or COM add-ins settings.

Connect your inbox to Hubspot

To use tracking, logging, and CRM features, you must connect your email inbox to Hubspot through the extension or add-in.

Connect via the Chrome extension

Click the Hubspot icon in Chrome.
Open the extension settings panel.
Select the option to Connect your inbox.
Choose your email provider (for example, Gmail or Office 365).
Approve the requested permissions to allow syncing and tracking.

Once connected, you can choose to automatically log emails to your CRM and enable tracking options in each new message.

Connect via the Outlook add-in

In a new Outlook email, click the Hubspot icon or sales button.
In the sidebar that opens, click Log in.
Sign in to your CRM account and authorize the connection.
Confirm your email address and provider if prompted.

Your Outlook messages can now be logged and tracked, and you can associate emails with existing contacts, companies, or deals inside your CRM.

Verify Hubspot tracking and logging

After installation and connection, send a quick test message to verify that tracking and logging work correctly.

Send a test tracked email

Open your email client with the extension or add-in installed.
Compose a new email and enable tracking and logging options provided by the Hubspot tools.
Send the email to a test address you can open on another device.
Open the sent email from the recipient inbox.

Return to your CRM activity timeline or extension notifications to confirm that an open or engagement event has been recorded. You should also see the email logged on the associated contact record in your account.

Manage Hubspot extension settings

After everything is running, adjust settings so the sales tools match your workflow.

Customize logging and tracking behavior

Choose whether emails log automatically or only when selected.
Decide if you want to include attachments when logging emails.
Set default associations for contacts, companies, or deals.

These configuration options help prevent unnecessary data in your CRM and keep records focused on meaningful interactions.

Update and troubleshoot Hubspot tools

Check for extension or add-in updates regularly through Chrome or Outlook.
Disable and re-enable the tools if they stop appearing in your inbox.
Review security and permission prompts if tracking stops working.

If issues continue, compare your setup with the detailed steps in the official instructions and confirm that your browser or Outlook version is supported.

Next steps after installing Hubspot Sales

Once your sales tools are installed, you can build sequences, use templates, and analyze email engagement metrics to improve your outreach.

For broader CRM strategy, automation, and implementation help, you can work with a specialist partner such as Consultevo to get more value from your platform setup.

With the extension and add-ins in place, your team gains complete visibility into sales communications while keeping every interaction synced with your CRM records.

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Hupspot email extension setup guide