OLSON HOMESHubSpot Sales Training
Step 1 of 6 5 minutes

Connect your work email

Connecting your Olson Homes email lets you send messages to prospects directly from HubSpot and automatically logs every reply on the contact record. Without it, your conversations stay hidden in your inbox and the team cannot see where a prospect stands.

Open HubSpot to do this step
Setup checklist0 of 6 complete

How to do it

  1. 1Sign in to HubSpot with your Olson Homes account.
  2. 2Click the settings gear icon in the top right corner of the navigation bar.
  3. 3In the left sidebar, choose General, then open the Email tab.
  4. 4Click Connect personal email.
  5. 5Choose Office 365 / Outlook as your email provider.
  6. 6Sign in with your Olson Homes email address and password, and complete any multi-factor prompt.
  7. 7Review the permissions HubSpot requests and click Accept.
  8. 8Confirm you land back in HubSpot and your address appears with a green Connected label.

Tip

Always connect the same email address you use with prospects. If you have an alias, connect the primary mailbox first — aliases follow automatically.

Heads up

Do not connect a personal Gmail or home email account. Only your Olson Homes work mailbox should be connected to HubSpot.

Once connected, turn on inbox automation so that replies log without extra clicks.

  1. 1Still in Settings > General > Email, scroll to the connected inbox.
  2. 2Turn on Log emails in CRM and Track email opens and clicks.
  3. 3Click Save.
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