Utilizing Microsoft Outlook? Join it to your HubSpot account and simplify your workflow, with an integration that transforms HubSpot into your online business’s central communication hub.
Now you may see all emails logged to purchasers or leads, offering readability and eliminating the necessity to BCC or ahead emails. It additionally reduces inner follow-up discussions.
We ceaselessly hear purchasers comment how beneficial it’s for them to trace emails (to see who has communicated with a contact, if the e-mail was opened, and the whole historical past of every thread) with no need to ask one other group member for the standing.
So what are the advantages of this integration that make it so helpful?
Prime perks of utilizing HubSpot’s Outlook integration
HubSpot’s Outlook integration makes gross sales and advertising and marketing simpler with options and instruments that enhance your group’s effectivity. Whereas admittedly not probably the most dependable integration in comparison with HubSpot’s Gmail integration, it helps make a number of duties simpler.
Use the perfect phrases, comply with ups and subsequent steps with out even pondering
Due to instruments like snippets and templates, you may create and share reusable e mail content material and brief textual content blocks for fast insertion into emails, chats, or logged actions, saving time on repetitive duties whereas sustaining consistency and personalization. Entry these whereas composing emails in Outlook – no clicking backwards and forwards, no copying and pasting (we all know you want management+V however you may don’t have to make use of it right here!).
HubSpot Snippet Tool | How to create snippets in HubSpot with this powerful feature
Don’t overlook to comply with up with prospects because of straightforward process creation
Create follow-up tasks straight out of your e mail and sync them with Google or Workplace 365 Calendar to remain organized. Arrange reminders to make sure well timed communication with prospects. That is genius as a result of, in the event you’re in gross sales, chances are you’ll suppose: “I’m going to ship an e mail immediately but when they don’t reply I’ll comply with up in every week.”
However then every week goes by and also you overlook – until you set a process proper on the identical time you despatched the earlier e mail – which this helps you do! Drawback solved and disaster averted.
Transferring on . . .
Get the good things proper contained in the Outlook interface
Entry instruments just like the meeting scheduler and sales documents straight from Outlook to streamline scheduling and doc sharing. Embody assembly hyperlinks and vital paperwork saved in HubSpot.
See all the pieces it’s worthwhile to find out about a contact from HubSpot
View related contact info with out leaving your inbox and click on straight into the contact report in HubSpot.
Log the emails you’ve despatched and see who’s opening and when
Monitor e mail opens, click-through charges, and different engagement metrics to time follow-ups successfully. Simply log emails despatched from Outlook into HubSpot CRM with a single click on, saving guide knowledge entry. Obtain real-time notifications when recipients open your emails, click on hyperlinks, or obtain attachments.
You may also adjust your log and track settings to maintain sure emails out of your CRM.
Benefit from gross sales sequences (aka “drip emails”)
Enroll contacts in automated email sequences and workflows straight from Outlook to nurture leads and enhance engagement. Get your gross sales prospects into nurture and drip communications proper out of your Outlook display? Sure please.
Getting Started with HubSpot Sequences Training
No clicking backwards and forwards – get CRM knowledge proper inside Outlook
Entry detailed contact information and interplay historical past straight out of your Outlook inbox, and click on into the HubSpot contact report. Create new leads, replace deal statuses, and handle your gross sales pipeline with out leaving Outlook.
Establishing your HubSpot-Outlook integration
When HubSpot integrates with Outlook, it lets you observe emails, log interactions, and entry CRM knowledge straight out of your inbox.
The HubSpot Sales Office 365 add-in enables you to observe and log emails and use HubSpot gross sales instruments proper out of your e mail. You should use it in your Outlook desktop account for Home windows and Mac, in addition to in Outlook on the net and Outlook.com.
Heads up: The Outlook integration tends to disconnect typically (forcing you to log in to HubSpot once more), and bugs are frequent in comparison with Gmail’s integration for HubSpot. When you have a selection between them, you’re higher off leaning in direction of Gmail right here.
Additionally, you should definitely keep away from the legacy choice (the HubSpot Gross sales Outlook desktop add-in for Home windows). Because of modifications in Outlook for Home windows, HubSpot will not develop new options for this add-in.
Wait. That is for gross sales emails – right here’s why that’s vital.
With HubSpot’s Outlook integration, you may simply log gross sales interactions, observe e mail engagement, and entry CRM knowledge straight out of your inbox. This helps you handle your particular person communications extra successfully and ensures your gross sales emails are correctly recorded and tracked.
However be sure to’re not complicated advertising and marketing emails with gross sales emails!
Advertising emails are nice for reaching numerous individuals with newsletters, promotions, or occasion invitations, however they want the appropriate setup to keep away from spam points.
Gross sales emails, then again, are extra private and meant for direct contact with leads, making them extra more likely to be opened and get a response.
In case you’re unsure whether or not your group is utilizing these correctly, try our guide on when to use each email type inside HubSpot.
Prepared to maximise your e mail advertising and marketing with HubSpot? Request a free call with us immediately.
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