Get Set Up

Connect your email, calendar, Outlook, Microsoft Teams and the HubSpot mobile app so HubSpot records your work automatically. Work down the checklist in order.

• 1

  Connect your work email

  Connecting your EQ 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.

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• 2

  Install the HubSpot Outlook add-in

  The add-in puts HubSpot inside Outlook. You can log an email to the CRM, see a prospect's history and book a meeting without leaving your inbox — which is where most of your day already happens.

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• 3

  Connect your Outlook calendar

  A connected calendar keeps your real availability in HubSpot, lets prospects book time with you through a meeting link, and logs meetings on the contact record so the team can see what is scheduled.

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• 4

  Connect Microsoft Teams

  Connecting Teams lets you add a Teams video link to any HubSpot meeting and receive HubSpot notifications where your team already talks. Prospects get a professional, familiar meeting experience.

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• 5

  Confirm your email signature

  Every email you send from HubSpot represents EQ Homes. A consistent signature with your name, title, phone number and community information builds trust and gives prospects an easy way to reach you.

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• 6

  Review your personal profile and notifications

  Your profile is how teammates and prospects identify you, and your notification settings decide how quickly you hear about a new contact. Getting both right means nothing falls through the cracks.

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• 7

  Install the HubSpot mobile app

  Sales happens away from your desk. The HubSpot mobile app lets you respond to new contacts, log calls, check your tasks and update deals from your phone so nothing waits until you are back at the office.

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