Get Set Up
Connect your eQ Outlook email and calendar, install the HubSpot Sales add-in and set up the mobile app. Review logging settings and work down the checklist in order.
First: sign in to HubSpot
These steps are hands-on. Open the real HubSpot portal in a new tab, sign in with your eQ account, and keep it open while you work through the checklist below.
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Connect your eQ Outlook email
Connecting your individual eQ work email lets you send one-to-one emails from HubSpot and log eligible replies against CRM records.
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Install the HubSpot Sales Outlook add-in
The HubSpot Sales Office 365 add-in brings sales tools into Outlook and lets you log selected emails to CRM records.
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Connect your Outlook calendar
Connecting your calendar lets HubSpot check availability for bookings and sync supported meetings with your Outlook calendar.
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Confirm your email signature
Every email you send from HubSpot represents eQ. A consistent signature with your name, title, phone number and community information builds trust and gives prospects an easy way to reach you.
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Review your personal profile and notifications
Your profile is how teammates and prospects identify you, and your notification settings decide how quickly you hear about a new contact. Getting both right means nothing falls through the cracks.
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Install the HubSpot mobile app
Sales happens away from your desk. The HubSpot mobile app lets you respond to new contacts, log calls, check your tasks and update deals from your phone so nothing waits until you are back at the office.