What is it?
Sales reps can now see key deal context directly within the HubSpot Office 365 extension for Outlook. Deal context includes critical deal properties, deal summaries, recent activity, and associated contacts, companies, and tasks. Reps can now respond to emails in context and update records without switching between their inbox and the CRM.
Why does it matter?
Sales reps lose valuable time and context while replying to emails by switching between their inbox and the CRM to get deal information.
This update lets reps make informed decisions and respond faster by surfacing the most relevant deal details right in the inbox, reducing workflow friction and improving response quality. Reps can also easily update key deal properties in real-time as they are reading an email, ensuring their CRM data is trustworthy and up to date.
How does it work?
Accessing Deal Context
- - Ensure the HubSpot Sales Office 365 add-in is enabled.
- - In Microsoft Outlook on the web or desktop app, open a logged email and click on the Sales Tools add-in to open the HubSpot add-in sidebar.
- - If there is a deal associated to the email, you'll see a new section in the sidebar called "Deals on this email thread."
- - Note: The deal must be associated to the email itself. To associate a new or existing deal to the email, click + Add and create or select the deal.
- - In the sidebar, click the Preview button on the deal card to view deal context.
Deal Information Available
- - Review critical deal properties as configured in your CRM. Inline editing is supported for deal CRM properties.To configure the properties shown in the About This Deal section, open HubSpot and navigate to Settings > Objects > Deals > click "update preview cards that appear outside of the CRM" > Edit deal property list.
- - View a deal record summary, including deal risks and buyer goals
- - View recent activities associated to the deal
- - View and access associated contacts, companies, and tasks
Prerequisites
- - HubSpot email extension for Office 365 installed and connected.
Please note: This will not be available in the HubSpot Sales Outlook desktop add-in.
Who gets it?
All hubs and tiers