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How to connect your Email, Calendar, and Phone

Let's set you up do track (and DO!) all of your communications in one place.


  1. Open Settings
    • Click on the Settings wheel in the top right corner of any page in HubSpot.
    • On the left-hand side, click on "General" under "Your Preferences."
    • We'll be working through the tabs above the word "Global."
  2. Connect Email
    • Click on the "Email" tab.
    • Click on the "Connect Personal Email" button, then follow the directions to enable automation, accept terms, and give permissions.
    • NB: this is your individual business email, not your personal, non-work email, as if for an account backup or something like that.
    • Download the HubSpot Gmail or Outlook Extension so that you can track emails and use HubSpot tools like Templates and Meeting links within your ordinary email window.
  3. Connect Phone
    • Click on the "Calling" tab.
    • Click "Add your phone number," then type in whatever number you are already using, send a verification code, and enter the code into HubSpot once you have received it.
    • NB: Connecting a pre-existing number only works for outbound calls that YOU place. In order to capture data about inbound calls or voicemails inside of HubSpot, talk with your administrator about using a HubSpot number or an integration partner like Aircall.
  4. Connect Calendar
    • Click on the "Calendar" tab.
    • Click the "Connect my calendar" button, then follow the directions to give the necessary permissions, etc.
  5. 🎉 Savor all of the time you just won back! 🎉
    • Congrats! Now you can send emails, make calls, and schedule meetings, and all from any record page inside of HubSpot.
    • You've taken a big step towards efficiency and transparency, and a big step away from questions like "so what happened on that call last month, anyway," for both your sake and your teammates'.