How do I Connect my Email Inbox to HubSpot?
Guide for users looking to integrate their personal or team email accounts directly with their HubSpot CRM.
Steps to Connect email Inbox:
- In your HubSpot account, click the settings icon (⚙️) located in the top navigation bar.
- In the left sidebar menu, go to General, then click on the Email tab.
- Click the Connect personal email button.
- (Optional) To enable AI features that automatically capture contact details and recommend tasks based on email content, select the "Turn on inbox automation" checkbox.
- Click Connect your inbox.
- Enter your email address. HubSpot will attempt to recommend your email provider.
- If a recommendation is made, click Connect to [recommended provider].
- If HubSpot cannot identify your provider, select the appropriate option from the displayed choices.
- Complete Provider-Specific Steps: Follow the subsequent instructions tailored to your specific email provider (e.g., Gmail, Microsoft Outlook, Microsoft Exchange, or other IMAP providers) to finalise the connection.
- For Google/Gmail: Review the terms > click Continue > log in to your Google account > review the required permissions > click Allow.
- For Microsoft Outlook (Office 365): Review the terms > click Continue > log in to your Office 365 account > and the connection will be verified.
- For Microsoft Exchange: Review the terms > click Continue > enter your username and Exchange URL (HubSpot may auto-detect) > and click Connect inbox. If two-factor authentication is enabled, you may need a third-party app password.
- For Other mail providers (IMAP): Review the technical requirements > enter your IMAP and SMTP server details, along with your login credentials > click Connect inbox.