Contacts
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      1. Spartech CRM Knowledge Base
      2. Outlook Integration
      3. Contacts

      How do I access/use contact profiles?

      With contact profiles, contact information is visible in a sidebar menu in your email client. As you write emails to contacts, you will see additional information about them that is stored in HubSpot.

      To access contact profiles using the add-in:

      • Compose a new email or open an existing email in Outlook.
      • Open the Sales Tools.
      • In the pane on the right, scroll down to the Contact profile section and click View contact.
        • If the contact doesn’t exist in your HubSpot account, click Add to CRM instead.