HubSpot Integration with Gmail; A step-by-step guide

Connecting to your personal email inbox is one of the fastest ways to get started with HubSpot. By doing this, you will be able to log and track the emails that you send to the people and the companies you do business with. The steps below will guide you how to connect your Gmail inbox to HubSpot.

How to Connect your Personal Inbox to HubSpot

• • Step 1: In your HubSpot account, click the settings icon in the main navigation bar.
• • Step 2: Click on Integrations To connect a personal inbox.

• • Step 3: Click on Email Integrations.
• • Step 4: Click on Connect to an inbox.

• • Step 5: Choose your Google/Gmail.
• • Step 6: You will be prompted to log in to your Gmail account.
• • Step 7: Enter the email address of the Google account you would like to use. If you are already logged into one or more of your Gmail accounts, choose the account you would like to connect to.

• • Step 8: Review the required permissions, then click Allow.

After that, you will be redirected back to your settings, and a dialog box will appear to inform you that your Gmail is integrated to HubSpot.

How to setup HubSpot in your Gmail?

Switching back and forth between your CRM and inbox can cause friction and delay productivity. With the Gmail integration with HubSpot Sales Chrome extension, you can view CRM data from right inside your inbox. Get access to productivity tools like templates, sequences, and meetings, right from the compose window in Gmail. Plus, you can log emails sent through Gmail that is integrated in your HubSpot CRM, and you can track emails, so you get a notification anytime your email is opened. If you have Sales Hub Starter or Service Hub Starter or above, you can even see when a link in an email is clicked. Not only can HubSpot track emails that you send and receive, but you can also use it to insert trackable links and attach those to specific contact records inside HubSpot according to the contacts you had in Gmail.

Guide: Setup HubSpot in Gmail

To get started you are going to need to add the chrome extension inside of Gmail.

• • Step 1: You need to head to the chrome store and find HubSpot sales extension.

• • Step 2: Add to chrome - once added it has this little sprocket looking icon on the top.
• • Step 3: You need to activate the extension, to do that you need to log into your HubSpot account.
• • Step 4: Once live the HubSpot extension icon will be orange color and then choose the HubSpot account that is yours.

• • Step 5: Go back to your Gmail, in your Gmail when you compose a message, you will see that it is going to look a little bit different than it did before.
• • Step 6: Once you see the little HubSpot icon on the right side, it means integrated.

Connect your email sending domain to HubSpot

Let us talk about your email sending domain, connecting your email sending domain accomplishes two major things. One it gives HubSpot permission to send emails on your behalf and removes the sent via HubSpot text on the marketing emails you send. Two it serves as an extra layer of authenticity and therefore improves your email deliverability. Emails sent through a connected domain are less likely to be caught in spam filters and will arrive in the recipient's inbox with a verified signature from your domain.

• • Step 1: To start click the settings icon in the main HubSpot navigation bar.

• • Step 2: Then in the left side bar menu, navigate to the website, then Domains and URLs.

• • Step 3: Then click connect a domain.
• • Step 4: In the dialog box, select Email Sending, click connect.

This will bring you to the first screen of the domain connection wizard. On this page, enter one of the email addresses that you will be using to send marketing emails. Let us enter jonas@nick.com As an example, click Next. Now you are ready to set up hosting. For this you first need to login to your DNS provider where you can add the required DNS records. I am using GoDaddy where my email domain is hosted now.

• • Step 5: After logging into your DNS provider, select the first Checkbox.

• • Step 6: Then in your DNS provider navigate to the DNS settings for the domain you are connecting. In GoDaddy found under the profile menu, then manage domains then manage DNS.
• • Step 7: In your DNS settings, select the second checkbox. Now you are ready to update your DNS records.

• • Step 8: In your DNS provider add a new CNAME record. Then in HubSpot. Copy the first Host (Name) value and paste it into the Host or name field in your DNS provider. GoDaddy prefers not to have the domain at the end of the value. So, remove it, if would be there.

• • Step 9: Copy the first entry in the value column and add it to the value or points To field in your DNS provider.

• • Step 10: Repeat the same steps to create another CNAME Record by using the second set of values provided in HubSpot.
• • Step 11: When the records are added, select the third checkbox. Then your HubSpot will then attempt to validate your DNS record.
• • Step 12: If you complete these steps quickly then it is likely to be expected, you will see an error. Your DNS changes to be recognized will take time. After a while you can see that your DNS changes have been picked up.

• • Step 13: Click Done in the bottom right.

There you see a green status indicator in your domain manager. Now you can send marketing emails by using your domain.

Shared Inbox Conversations when connected to Gmail

Are you looking to get conversation setup in HubSpot CRM? Now you can send those mails from three separate places into one central box. HubSpot Conversation CRM is a great one because nobody wants to answer support requests or Facebook messages and things from other places all in different platforms. Thus, HubSpot makes it easy with the conversations to connect everything to one central inbox. You can use that with your team not to assign the tasks to someone or yourself but to keep a conversation going.So, lets dive in and look about how to setup and some of the intricacies involved in how that works:

• • Step 1: Inside of your HubSpot portal, Click Inboxes.

• • Step 2: Click the Settings Tab in the top right corner, then here under the conversations.

Here we go to create a new inbox of several types of sales requests, support request or specific for a product or demo. Let us create an inbox for support requests.

• • Step 3: Create Team Inbox, Select Everyone/Specific Users and Teams on your HubSpot Portal to access it, but if you want to change this, select specific users and teams.

• • Step 4: Click Next in the right-hand corner.

Four channels will be there, when you click the Next.

• • Step 5: Click Email.

Email might be support at abc.com. However, all the messages are going to be in the inbox and then you can assign who responds to them and when you respond it is going to come from that central email address and then you can choose to have it to say person that it come from the chat. Databeys takes it upon itself to examine every aspect of your website, giving you anything from an eye-catching design to top-notch content. Contact us right now, if you want to stand out among the global internet. To ensure that solutions are always perfectly calibrated, our teams operate in perfect harmony. Send us an email at any time (hellodatabeys.com) to say if we can help your project succeed or simply to say hello!