Outlook HubSpot Add-In
- Setting up the HubSpot Sales Office 365 add-in.
- Installing the add-in
- Link to add-in
- Customize your HubSpot Sales Office 365 add-in
- Track and log emails with the HubSpot Sales Office 365 add-in
- Use templates, documents, meetings with sales tools with the HubSpot Sales Office 365 add-in
- Use contact profiles with the HubSpot Sales Office 365 add-in
- Troubleshoot the add-in
- Connect HubSpot and Outlook Contacts
HubSpot Mobile App
- Installing the HubSpot Mobile App.
- View and Edit Records in the HubSpot Mobile App.
- Importing contacts on the HubSpot Mobile App.
- Make calls from the HubSpot Mobile App.
- Manage marketing emails.
- Use the conversations inbox.
- Publish and review social posts.
Other Resources
- View and filter records on an object home page, saved views.
- Create or log activities on a record.
- Set up calling.
- Create and use call and meeting types.