HubSpot is an effective marketing and sales software that can assist in the growth of your company. A notable aspect of HubSpot is its versatility in connecting with various tools and platforms, such as Gmail. This guide will explain the steps to link HubSpot and Gmail, allowing you to utilize them in tandem.
Step 1: Log in to HubSpot
The first step is to log in to your HubSpot account. Once you’re logged in, navigate to the “Settings” tab and select “Integrations.” From there, click on the “Gmail” integration.
Step 2: Authorize Gmail Access
Next, you’ll need to authorize HubSpot to access your Gmail account. Click on the “Connect” button and follow the prompts to grant HubSpot access to your Gmail account. This will allow HubSpot to read and send emails on your behalf.
Step 3: Set Up Email Tracking
Once you’ve authorized HubSpot to access your Gmail account, you can set up email tracking. This will allow you to see when someone opens or clicks on an email that you send from HubSpot. To do this, navigate to the “Email” tab in HubSpot and select “Tracking.” From there, enable email tracking for all emails sent from HubSpot.
Step 4: Set Up Email Templates
If you want to use pre-written email templates in HubSpot, you’ll need to set them up. Navigate to the “Email” tab and select “Templates.” From there, click on “Create Template” and follow the prompts to create a new template. You can also import existing templates from Gmail or other email clients.
Step 5: Start Sending Emails
Once you’ve set up your HubSpot-Gmail integration, you can start sending emails from HubSpot. Navigate to the “Email” tab and select “Compose.” From there, you can create a new email or use one of your pre-written templates. When you’re ready to send, click on the “Send” button.
Conclusion
Connecting HubSpot to Gmail is a simple process that can help you streamline your marketing and sales efforts. By following these steps, you can set up email tracking, create templates, and start sending emails from HubSpot in no time.