How to Use the Hubspot Office 365 Add-in for Email Logging and Tracking

The Hubspot Office 365 add-in lets you log emails, track engagement, and schedule meetings directly from Outlook, so your sales and service activities are always captured in your CRM without extra manual work.

This guide walks you through installing the add-in, pinning it for quick access, and using each main feature when composing or reading emails in Outlook on the web, desktop, or mobile.

Accessing the Hubspot Office 365 Add-in in Outlook

Once your administrator has enabled the integration, you can open the add-in whenever you are working in Outlook.

Open the Hubspot add-in while reading emails

1. In Outlook, open an email from a contact you want to track.
2. Click the More actions icon (often shown as three dots).
3. From the dropdown menu, select the Hubspot add-in.

The right-hand pane will display CRM data related to the sender, such as existing records or recent activities.

Open the Hubspot add-in while composing emails

1. Click New message in Outlook.
2. In the message toolbar, click the Hubspot icon or open it from the More actions menu.
3. The add-in panel will load next to your draft email.

When the panel opens inside the compose window, you can configure logging and tracking options before sending.

Pinning the Hubspot add-in for faster access

Pinning keeps the panel visible so you do not have to reopen it for every email.

1. Open the add-in in Outlook using the steps above.
2. In the Hubspot pane, click the pin icon at the top-right.
3. The panel will now remain open as you switch between messages.

You can unpin it at any time by clicking the pin icon again.

Logging emails to Hubspot from Outlook

Email logging copies the content of a message into the CRM timeline for the associated contact, company, deal, or ticket.

Turn email logging on or off for a single message

1. While composing an email, open the add-in panel.
2. In the panel, toggle the Log email checkbox.
3. If logging is enabled, the email will be recorded once it is sent.

The panel shows which records will receive the logged email so you can confirm everything is associated correctly.

Select which records receive the logged email

1. With the add-in open, scroll to the Associated records section.
2. Review the suggested contact and company.
3. Click the checkboxes next to additional deals or tickets to log the email there as well.
4. Clear any record you do not want linked to this email.

This control ensures that only relevant timelines receive a copy of your conversation.

Adjust default email logging settings in Hubspot

To change when messages log automatically:

1. In your Hubspot account, open Settings.
2. Navigate to the email integration or logging preferences.
3. Update whether emails log by default and which objects are included.

These settings act as the baseline every time you send emails through the Office 365 add-in.

Tracking email opens and clicks with the Hubspot add-in

Email tracking helps you see when recipients open your messages or click tracked links.

Enable tracking for a specific email

1. Compose your email in Outlook.
2. Open the Hubspot add-in panel.
3. Check the Track email option.
4. Send the message once you are ready.

After the email is sent, tracking data will appear on the contact timeline if tracking is supported for that email type.

View tracking activity in Hubspot

1. Sign in to your Hubspot account.
2. Open the relevant contact or company record.
3. On the Activity timeline, review events such as Email opened or Link clicked.

This view helps you prioritize follow-up based on real engagement.

Creating and managing contacts from the Hubspot add-in

The add-in lets you work with CRM records without leaving Outlook.

Create a new contact from an email

1. Open an email from a new person in Outlook.
2. Launch the Hubspot panel.
3. If no CRM record exists, click Create contact.
4. Confirm or edit details such as name and email address.
5. Click Save to add the contact to Hubspot.

The contact will now be available for logging, tracking, and association with future activities.

View existing contact details

1. Open an email from a known contact.
2. Use the Hubspot add-in to load their profile.
3. Review key properties, recent activities, and associated deals.

This saves time by putting essential CRM context directly inside Outlook.

Scheduling meetings with Hubspot meetings links

You can insert a meetings link into your Outlook email so prospects can book time on your calendar.

Insert a meetings link from the add-in

1. Start a new email in Outlook.
2. Open the Hubspot add-in.
3. In the panel, find the Meetings section.
4. Select the meetings link you want to share.
5. The link will be inserted into the email body.

Recipients can choose a time that fits their schedule, and the meeting will sync with your connected calendar and CRM.

Supported Outlook environments for the Hubspot add-in

The Office 365 add-in is available in several Outlook clients, but behavior can vary depending on your environment.

• Outlook on the web for Microsoft 365
• Outlook desktop on Windows and Mac for Microsoft 365
• Some mobile Outlook apps (with limited features)

Check the official Hubspot Office 365 add-in documentation for the latest compatibility details and any feature-specific requirements.

Tips for troubleshooting the Hubspot Office 365 add-in

If the add-in is not working as expected, you can run through some quick checks before contacting support.

• Confirm you are signed in to the correct Outlook and Hubspot accounts.
• Verify the add-in is enabled in your Outlook add-ins or integrations list.
• Refresh Outlook or restart the desktop application.
• Check browser or desktop updates if the panel does not load.
• Review your user permissions in Hubspot, especially for logging and tracking.

If issues persist, your administrator can review add-in deployment policies and integration settings.

Next steps and additional Hubspot resources

With the Office 365 add-in configured, your team can keep email communication, contact data, and meeting scheduling tightly integrated with the CRM. This reduces manual data entry and gives sales, marketing, and service teams a single source of truth.

For broader CRM strategy, implementation, or optimization support, you can explore expert services at Consultevo.

To dive deeper into advanced behavior, limitations, or the latest updates to the Office 365 add-in, always refer back to the official Hubspot knowledge base article for the Office 365 add-in.

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