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HubSpot & Outlook Integration: Bring Your CRM Into Your Inbox
Connect HubSpot’s sales and marketing power directly to your Outlook inbox. This integration syncs emails, contacts, and calendars, turning your inbox into a true GTM command center.
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Empower Your GTM Teams in Their Outlook Inbox
This integration embeds HubSpot's most powerful sales tools directly into the Outlook interface, so your reps can work where they're fastest.
Log & Track Emails: Automatically log emails sent from Outlook to the correct HubSpot contact record. Get real-time notifications when a prospect opens an email or clicks a link.
Access Sales Tools: Use HubSpot email templates, snippets, and sales documents without ever leaving your Outlook compose window.
Enroll in Sequences: Add contacts to your automated HubSpot sales sequences directly from Outlook, streamlining your follow-up process.
Book Meetings Faster: Insert your HubSpot meetings link or proposed times into any email, allowing prospects to book a time that works for everyone, which then syncs to both calendars.
This integration embeds HubSpot's most powerful sales tools directly into the Outlook interface, so your reps can work where they're fastest.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Unlock HubSpot with a Fully Synced Calendar & Inbox
A GTM team runs on meetings and emails. This integration creates a single, unified system by ensuring your Outlook calendar and inbox are perfectly in sync with your HubSpot CRM.
Bi-Directional Calendar Sync: Create a meeting in HubSpot, and it appears on your Outlook calendar. Create an event in Outlook, and it syncs to HubSpot and logs on the contact's timeline. No more double-booking.
See Full Contact Profiles: The HubSpot sidebar in Outlook shows you the complete CRM profile of every email recipient. See their lifecycle stage, associated deals, and past activity feed before you hit send.
Automate Your Workflows: Use email interactions to trigger HubSpot workflows. Automatically create a task when a contact is created in Outlook, or send a follow-up email from Outlook when a HubSpot task is created.
Maintain Data Accuracy: Automatically sync contacts and their activities between both platforms, ensuring your CRM is always up-to-date with the latest interactions.
A GTM team runs on meetings and emails. This integration creates a single, unified system by ensuring your Outlook calendar and inbox are perfectly in sync with your HubSpot CRM.
A Flexible Sync Built for Your RevOps Process
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
The standard Outlook add-in is a powerful sales tool, but a true RevOps strategy requires a robust, bi-directional sync of all data. We build a custom integration that goes beyond the inbox plugin to ensure your platforms are perfectly aligned.
- Bi-Directional & Uni-Directional Sync: We configure a true, two-way sync for your primary calendar and contacts. We also set up a one-way sync for emails, pushing them from Outlook to HubSpot to create a clean, permanent record of communication.
- Real-time & Scheduled Syncs: Calendar events and email logging sync in near real-time. This ensures that when a sales rep logs a call and schedules a follow-up meeting, it's immediately visible to the rest of the GTM team in HubSpot.
- Custom Sync Logic & Triggers: We build rules the native connector can't handle. Automatically create a new deal in HubSpot when a calendar event with an external contact is created. Only sync emails that are not from your internal company domain.
- High-Volume Data Handling: For enterprise-level teams, we ensure the integration can handle thousands of emails and calendar events per day across your entire organization, preventing sync errors and data gaps.
Comprehensive Object & Field Mapping
We ensure seamless data translation between HubSpot and Outlook by mapping standard and custom objects and fields for a complete sales and service picture.
HubSpot
Outlook
- Contacts
- Companies
- Deals
- Tickets
- Engagements (Emails)
- Meetings
- Tasks
- Notes
- Contacts
- (Associated via Contact)
- (Associated via Emails/Meetings)
- (Associated via Emails/Meetings)
- Emails
- Calendar Events
- Tasks
- Email Summaries
- Contacts Contacts
- Companies (Associated via Contact)
- Deals (Associated via Emails/Meetings)
- Tickets (Associated via Emails/Meetings)
- Engagements (Emails) Emails
- Meetings Calendar Events
- Tasks Tasks
- Notes Email Summaries
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
The add-in (for desktop or web) provides the in-inbox sales tools. Our integration is a deeper, server-side connection that ensures all contacts and all calendar events are synced bi-directionally, even for users who don't have the add-in installed or open.
Yes. Meetings created in HubSpot (e.g., via a scheduling link) will sync to your Outlook calendar. Meetings you create in your Outlook calendar with an existing HubSpot contact will sync back to their HubSpot timeline.
Yes. The integration allows you to automatically log emails and their attachments to the correct contact, company, deal, or ticket record in HubSpot.
Yes. The HubSpot Sales add-in for Outlook allows you to access your sales tools, including enrolling a contact in a sequence, directly from your compose window.
Stop Working in Two Places at Once
Your GTM team deserves a single, seamless workflow. Let's connect your inbox to your CRM and give your reps hours back every week. Schedule a free discovery call to map out your email and calendar data flow.
Book Your HubSpot Discovery Call!