Install HubSpot Sales Office 365, and Outlook desktop

Knowledge base article from HubSpot on HubSpot Sales addin for Office 365

Last updated: April 22, 2022

HubSpot knowledge base article: https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-hubspot-sales-office-365-add-in

APPLIES TO:

With the HubSpot Sales Chrome extension for Gmail, HubSpot Sales Office 365 add-in, or the HubSpot Sales Outlook desktop add-in, you can access your sales tools directly from your inbox. Refer to the table below to determine which extension or add-in is compatible with your setup.

Please note: starting April 5, 2022, the Office 365 add-in will no longer be compatible with Outlook for desktop on Microsoft Office 2013-2019. You can download and use the Outlook desktop add-in instead, or continue to use the Office 365 add-in on Outlook on the Web. You could also consult with your IT administrator and update to Microsoft Office 2021 or the latest version of Office 365.

If you decide to download the Outlook desktop add-in, make sure to also uninstall the Office 365 add-in.

	Chrome extension	Office 365 add-in	Outlook desktop add-in
Email host	Gmail or G Suite	Office 365	Any
Email client	Gmail/G Suite in Chrome	Outlook on the web Outlook.com* Outlook for Mac - version 15.33 or later Outlook for PC - version 1603 (build 6769.0000) or later	Outlook 2019 Outlook 2016 Outlook 2013
Operating system	Mac, PC	Mac, PC	PC only
System requirements	N/A	N/A	Microsoft Windows 7,8, or 10 Microsoft Outlook 2013 or 2016 Microsoft Visual Studios 2010 tools for Office Runtime .NET 4.6 or higher
Connected inbox required	No**	Yes	No**
Centrally deploy/install for multiple users	Available	Available	Not available
Quick install links	Install	Install	Install

*If you're accessing your email on Outlook.com, you cannot pin the Office 365 add-in in the inbox.

**Some sales tools cannot be used without a connected inbox.

Please note: HubSpot Sales does not support Apple Mail. Apple does not provide support for third-party developers creating Apple Mail add-ons.

Install the HubSpot Sales Office 365 add-in

Please note:

Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Office 365 add-in. Check your Outlook version to ensure it is Click-to-run.
Office 365 from GoDaddy is not compatible with the HubSpot Sales Office 365 add-in, because GoDaddy currently does not support third party apps.
The HubSpot Sales Office 365 add-in can only be installed on an Office 365 hosted email account (Office 365 Business Premium, Office 365 Business Essentials, or Office 365 Personal). If your inbox is hosted with a different email provider, you cannot install the Office 365 add-in, even if you are using Outlook to access that email provider. If you don't have an Office 365 account but use Outlook for Desktop on Windows, install the HubSpot Sales Outlook desktop add-in instead.
Do not install both the HubSpot Sales Office 365 add-in and the HubSpot Sales Outlook desktop add-in on the same device. These add-ins will conflict.

There are two ways to install the HubSpot Sales Office 365 add-in:

Install the add-in individually

You can install the Office 365 add-in individually in your account. Keep in mind that if you have multiple email accounts in Outlook, you have to install the add-in in each email account where you want to access the sales tools.

Click here to navigate to the add-in in Microsoft AppSource.
In the left sidebar, click Get It Now.

In the dialog box, click Continue.
You'll be taken to your Office 365 account. Click Add.

Once installation is complete, you'll be redirected to a page indicating the add-in has been successfully installed. You can now access your templates, documents, and sequences from your Outlook inbox.

To receive instant notifications for tracked emails, run Chrome with the HubSpot Sales Chrome extension installed.

Install the HubSpot Sales Outlook desktop add-in

Please note:

The HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. If you use Outlook for Mac, an Outlook on the web account, or an Outlook.com account, install the HubSpot Sales Office 365 add-in instead. Additionally, HubSpot Sales is not supported in terminal server environments.
Do not install both the HubSpot Sales Office 365 add-in and the HubSpot Sales Outlook desktop add-in on the same device. These add-ins will conflict and cause issues for your sales tools.
Outlook installed from the Microsoft Store is not compatible with the HubSpot Sales Outlook desktop add-in. Check your Outlook version to ensure it is Click-to-run. Learn more about the technical requirements for installing the Outlook desktop add-in.

Click here to download the HubSpot Sales Outlook desktop add-in.

Run the HubSpot Sales for Outlook installer (setup.exe). If you come across any errors when installing the extension, refer to the installation troubleshooting guide for more information.
Restart Outlook.
When prompted, log in with your HubSpot Sales account credentials.

Once installed, HubSpot Sales should appear in the inbox ribbon.

You can now access your templates, documents, and sequences right from your Outlook inbox. To receive instant notifications for tracked emails, run Chrome with the HubSpot Sales Chrome extension installed or download the HubSpot Sales for Windows tray app. This is an additional component of the add-in that allows you to receive instant notifications without runningGoogle Chrome.

Click here to download the HubSpot Sales for Windows tray app (if you're having trouble getting the download to start, click here instead).
Run the downloaded setup.exe file.

Once the app is installed, you can view your activity feed by clicking the HubSpot sprocket iconsprocket in your Windows tray.