How do I connect my email and calendar to HubSpot
To complete the setup, the client will need to perform the following steps on their end. As we do not have access to their Outlook account, you can assist them by sharing an instructional video or scheduling a call to guide them through the process together.
What steps should the client take?
Step 1: The client needs to navigate to their HubSpot account and log in.
Step 2: Click the gear icon in the top right hand corner of the Nav bar.
Step 2: Go to General -> Email.
From here to the client can follow the propt setup steps to connect their calendar.
Important Final Step:
The integration between their Outlook and HubSpot is only complete once the Hubspot application has been installed and activated in their Outlook account.
Step 1: During the setup above there is a prompt to download the "Outlook Sales Extension"
Step 2: Once downloaded the user needs to activate this in their Outlook email. The HubSpot icon can be found under their app and add-ons and added to the Outlook bar for easy navigation.
For more help on this view this article: https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales