How to do it
- Logging saves an email to selected CRM records; tracking measures engagement where available.
- Logging and tracking are separate settings. Review both before sending and follow applicable consent and privacy requirements.
- Sales tools depend on your HubSpot subscription, seat and permissions.
Check your mailbox host
The Office 365 add-in requires a Microsoft 365-hosted mailbox. For on-premises Exchange or another host, ask IT to check HubSpot's compatibility guidance. The legacy Outlook desktop add-in is in maintenance mode and is not a replacement for new Outlook.
Completion check
The HubSpot Sales add-in opens in Outlook, and a test email with logging enabled appears on the intended CRM record.
HubSpot help: install the correct sales add-in.
Open installation guideHubSpot help: use the Office 365 add-in.
Open Outlook add-in guideHubSpot help: track and log Outlook emails.
Open logging and tracking guide