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Connecting your Gmail or Outlook mailbox

How to wire up your email so messages to and from contacts show up automatically in the Sales Hub. Pro / trial only.

Connecting your mailbox is what turns the Sales Hub from a place where you type notes into a place where your customer conversations land automatically. Once you're connected, every email you send to a contact (and every reply they send back) appears on that contact's timeline — no copy-paste, no forwarding to a special address.

Pro and trial only

Email integration is part of the Pro plan. Every brand-new workspace also gets a 30-day Pro trial that includes it, no card required. See Free Sales Hub vs Pro.

Where to connect

Open your manage menu, then Settings → Email. Full path: /manage/your-company/settings/email. Each teammate connects their own mailbox individually — your connection is private to you, your teammate connects theirs separately.

Connecting Gmail

1

Click Connect Gmail

We'll send you to Google's sign-in page.

2

Pick the right Google account

Even if you're already signed in, Google will ask which account to use. Pick the one you use for customer email — usually your work address.

3

Review the permissions

We ask for read access to your inbox, sent folder, and the ability to send mail. We never delete or modify your existing mail.

4

Click Allow

Google bounces you back to the Sales Hub and the connection is live. The first sync runs immediately and pulls in matching emails from the past 30 days.

Connecting Outlook / Microsoft 365

1

Click Connect Outlook

We'll send you to Microsoft's sign-in page.

2

Pick the right Microsoft account

Microsoft will show the account picker. Pick the one tied to your work mailbox.

3

Approve the permissions

Same set of permissions as Gmail — read your mail, send mail. No deletes.

4

You're connected

Microsoft sends you back. First sync runs and your contact timelines start filling in.

Outlook isn't compatible with all Microsoft accounts

Some Microsoft accounts (free personal accounts that started as Skype, Xbox, or MSN logins, and on-premises Exchange servers managed by IT) can't be reached by the email integration at all — Microsoft doesn't expose them to outside tools. If you hit this, see Troubleshooting an email connection.

What happens after you connect

  • We pull in emails from your inbox and sent folder where the other party matches a contact in your Sales Hub.
  • Each matching email shows up on that contact's timeline. Subject, body, date, sender / recipients.
  • We re-check every 5 minutes for new mail. There's also a Sync now button on the email settings page if you don't want to wait.

Privacy: only matching emails are stored

We don't keep a copy of every email in your mailbox. We only store emails where the other party matches a contact you've added to your Sales Hub. Random newsletter, a cousin’s family update, an HR memo — none of it gets pulled in. If you delete the contact later, the emails on that timeline go with them.

Connecting more than one mailbox

You can connect both a Gmail and an Outlook (or two of either) on the same account. The composer will let you pick which one to send from when you send mail through the Sales Hub. Useful if you have a personal sales address AND a shared inbox you cover.

Disconnecting

Click Disconnect on the connection card. We immediately stop syncing and forget the access keys to your mailbox. Past emails already in your timelines stay (they're records, just like notes).

On trial expiry: paused, not disconnected

If your Pro trial ends and you don't upgrade, we pause email sync but keep your connection saved. Upgrade later and one click reactivates everything — no need to re-authorise Google or Microsoft.

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Related articles

Sending email from the Sales Hub

How to compose and send a real email through your connected mailbox, with attachments and your saved signature. Pro / trial only.

Setting up your email signature

How to save a plain-text or HTML signature so every email you send from the Sales Hub looks professional.

Troubleshooting an email connection

What to do when your mailbox won't connect, syncs stop, or you see a “your account type isn't compatible” message.

Free Sales Hub vs Pro

What's free forever, what's locked, and what the 30-day Pro trial includes.

Sales Hub

  • Adding contacts
  • Adding companies to your Sales Hub
  • Creating a job you're chasing (a “deal”)
  • Working your sales board
  • Customising your sales board (stages)
  • The deal page, end to end
  • Logging what happened — notes, calls, meetings, files
  • The contact page, end to end
  • Tasks and to-dos
  • The company page, end to end
  • Pinning important notes or emails to the top of a record
  • The estimate page, end to end
  • Connecting your Gmail or Outlook mailbox
  • The workspace activity feed
  • Sending email from the Sales Hub
  • Setting up your email signature
  • Why I can't reply or forward emails inside the Sales Hub yet
  • Troubleshooting an email connection
  • Two ways to quote — built quotes vs uploaded PDFs
  • Refer a buddy and earn credits
  • Building a quote line by line
  • Uploading your own quote PDF
  • Tax rates — Canadian, Australian, and custom
  • Sending a quote to a customer
  • When a customer accepts (or declines) — the audit certificate
  • Searching, sorting, and bulk-editing your lists
  • Custom fields — when to use them and how
  • Trial, grace period, and going Pro
  • Asking your boss or owner to upgrade
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