Additional Resources - Articles

Outlook HubSpot Add-In

  1. Setting up the HubSpot Sales Office 365 add-in.
  2. Installing the add-in
  3. Link to add-in
  4. Customize your HubSpot Sales Office 365 add-in
  5. Track and log emails with the HubSpot Sales Office 365 add-in
  6. Use templates, documents, meetings with sales tools with the HubSpot Sales Office 365 add-in
  7. Use contact profiles with the HubSpot Sales Office 365 add-in
  8. Troubleshoot the add-in
  9. Connect HubSpot and Outlook Contacts

HubSpot Mobile App

  1. Installing the HubSpot Mobile App.
  2. View and Edit Records in the HubSpot Mobile App.
  3. Importing contacts on the HubSpot Mobile App.
  4. Make calls from the HubSpot Mobile App.
  5. Manage marketing emails.
  6. Use the conversations inbox.
  7. Publish and review social posts.

Other Resources

  1. View and filter records on an object home page, saved views.
  2. Create or log activities on a record.
  3. Set up calling.
  4. Create and use call and meeting types.