Want to make your sales journey better and the process of selling go more smoothly? You don't need to look any further! Connecting your sales email inbox to HubSpot is an important step in making your sales process work better.
You can easily connect your email to HubSpot with these easy steps in this complete guide. This will help you handle your sales contacts more effectively. So, let's get started.
Connecting Sales Email Inbox in HubSpot
Here is a step-by-step guide on how to connect sales email inbox in HubSpot:
#1 Accessing Settings:
To begin, log in to your HubSpot account and navigate to the settings option located in the top right corner. Once there, click on the 'General Preferences' section on the left-hand side.
#2 Navigating to Email Settings:
Within the 'General Preferences' section, locate and click on the 'Email' option. Here, you'll find the settings related to your email preferences.
#3 Connecting Your Email:
Under the email settings, you'll see an option to connect your email. Click on this option to initiate the process of linking your inbox to HubSpot. By connecting your email, you'll save valuable time by managing all your communications directly within HubSpot.
#4 Configuring Inbox Automation:
Once you've clicked to connect your email, you'll be prompted to enter the email address you wish to connect. HubSpot seamlessly integrates with most email providers, automatically detecting your email settings.
For optimal performance, we recommend connecting to Gmail. However, if you're using a custom email provider, you can manually select it.
#5 Granting Permissions:
After selecting your email provider, follow the prompts to grant HubSpot permission to access your inbox. This typically involves logging in to your email account and authorizing the connection.
#6 Verification and Confirmation:
Once the connection is established, HubSpot will send a test email to verify the integration. Follow the instructions to confirm the connection.
#7 Installing the HubSpot Extension:
For added convenience, consider downloading the HubSpot extension for your browser. This extension allows you to access CRM and sales tools directly from your inbox, further streamlining your workflow.
#8 Finalizing Settings:
Once everything is set up, review your email settings within HubSpot. You can manage connected email addresses, enable or disable automation features, and install or remove extensions as needed.
Conclusion:
Whether you're an experienced sales professional or just starting, HubSpot's email inbox optimization will change the game for you. You'll be better able to make sales and keep customers happy if you can organize communication and use powerful automation tools.
If you face any issues during the setup process, don't hesitate to reach out for assistance. Please drop us a comment below. For a personalized consulting call with our experts, reach out at CTA9.
