How to effectively use HubSpot chrome extensions?

If you are reading this article, you might be familiar with the term HubSpot. HubSpot is a growth platform that helps marketers, customer service, and sales teams to achieve business heights without any hassle. 

Are you really serious about doing your job better by ignoring all the missing smokes in one particular tier? Then you should definitely go for HubSpot Chrome Extensions. Yes! HubSpot Chrome Extensions would allow you to target the specific holes and get the task done efficiently and more appropriately.

In this article, we will discuss two major and most important HubSpot Chrome extensions. The added information will help you install and use the most effective chrome extensions extensions without putting in much effort.

• HubSpot Sales Chrome Extension

• HubSpot Social Chrome Extension

HubSpot Sales Chrome extension 

HubSpot Sales Chrome extension is one of the commonly installed extensions which allows you to track and log emails from your Gmail account. Also, you would be able to use HubSpot sales tools directly in your inbox.

If you want to take calls and search contact databases right from your inbox, then you should definitely install the HubSpot Sales Chrome extension. If you are using Salesforce, then no worries, by doing HubSpot Salesforce integrations, you can perform your task without any hassle.  

Steps to install the HubSpot Sales Chrome extension

Before diving into its details, let's first learn how to install the HubSpot Sales Chrome extension. 

• Navigate to chrome and click on more tools> extensions.
• Click on get more extensions and search HubSpot Sales. A dialog box will appear on your screen. 
• From the respective box, click on the "Add to Chrome" button.

• Now you have login into the HubSpot account. If you have already logged in, then your credentials will be saved automatically, and you would be able to perform the tasks without logging into the HubSpot browser. 
• Once you have successfully installed the HubSpot Sales Chrome extension, make sure you customize its settings, such as: 
•  Log and track settings
•  Email integration settings
•  Help and troubleshooting
•  Turn off extension for this Gmail inbox
•  HubSpot account setting

Use the HubSpot Sales Chrome Extension efficiently

1- Track and log emails with HubSpot Sales Chrome Extension 

Before we get into the steps, let's first learn the difference between tracked emails and logged emails. 

If you enable a tracked email, then you will get notified when a contact opens the email. If you are a HubSpot Sales hub user, then you will get a pop-up notification on your desktop even when the recipient clicks on the email. 

On the other side, a logged email is basically a record of the contacts in the HubSpot timeline. The record of emails will be stored and tracked, which further helps you make better relations with the customers. Also, if you have this extension, you would be able to send emails that are both logged and tracked. 

Now, let's learn how to set the default for logged and tracked emails.

Email Tracking

• Log into your Gmail account and compose a new email. 
• After entering the subject line, email recipient, and email body, make sure you select Track Checkbox before clicking the Send button.

• Once you send the email and the recipient is not opening it, you will see the sent status in your activity feed. 
• If you have a chrome extension, you would easily access your activity feed directly by clicking on the HubSpot sprocket icon. 

Source- HubSpot

• Also, you will receive a pop-up notification once the recipient opens the emails. It will help you make better relations with the customers. Now, if you want to see when the email is opened, then just click on the "Show all activities" drop-down menu. You will get all the information about each contact activity. 

Logging emails 

To send a logged email from Gmail, go through the same steps you followed while choosing the track option. Just select the log checkbox. Say if the recipient is not added to the account, then logging an email will help you create contacts in HubSpot without any hassle. 

If you have the extension, you would be able to perform the task effortlessly. If you logged emails into your account with HubSpot, it would be linked automatically to a company record, contact record, and five deals opened recently to the contact.

Once you logged an email in HubSpot, you would be able to edit the associated record, pin the email, delete the activity from the contact timeline, check information, evaluate the entire body of the email, open attachments, and reply to send emails. 

2- Use Contact profiles with HubSpot Sales Chrome extension 

By using a sales chrome extension, you can use contact profiles without leaving your inbox. Have a look at the steps that will help you use the HubSpot Sales Chrome extension. 

Search the contacts stored in HubSpot

• After installing the HubSpot Sales extension, login to your Gmail. 
• Click on your Sprocket icon added on the right side of the page. 
• You will be logged into your profile. By adding a name or email in the search bar, you can easily search for specific contact information.

By clicking on the respective contact's name, you will see all the related information about the contact in the sidebar.

Also, you can search the contact in the contact profiles sidebar by using saved filters. Just click on All Contacts from the drop-down menu and select saved filters. 

Create task and edit contact properties

When you click on the specific contact name, you will see various information like About, task, deals, and timeline. 

Source: HubSpot

You will also get notified if the content has not subscribed to your email in the form of a message. 

Below are some steps that will help you update the content directly from the HubSpot Sales Chrome extension. 

• Updated wrong information about the contact or want to add something new, then you can easily edit the contact profile directly by clicking on HubSpot sales chrome extension. 
• Once you click on the contact profile, choose the About button from the listed properties. 
• Hover over the contact property you want to update and click on the pencil icon. 

• Enter the updated content and click on the Save button. 

Do you want to create a new task directly from the contact profile? Let's learn the steps to create tasks directly from a contact profile. 

• Click on the task from the contact profile and then click the "create task" button from the list. 
• After entering the name of the task and due date, make sure you choose the Save button. 

Moreover, you can perform some additional actions, like make a call with the contact, open in CRM, etc. By clicking on "Add to CRM," you can add the contact to your HubSpot account without putting in much effort and time. Furthermore, you can edit the contact properties without logging out of your Gmail account.

3- Use Sales tools in the HubSpot Sales Chrome extension

If you have the HubSpot Sales Chrome extension, you can easily access HubSpot sales tools without any issue, including

• Snippets
• Documents
• Templates
• Sequences
• Meetings

Snippet 

Whenever you want to insert a text while composing an email, try using a Snippet. Basically, it will help you in making the process of template creation more efficient. It will not only save your time but also helps you in making strong relations with the customers. Learn the steps for creating a snippet.

• Create an email and add a recipient.
• You will see various options in the composer window. From all, click on snippets and add an email body. 
• If you want to redirect to the snippet dashboard in the HubSpot account, then just click on manage snippets.
  
  Source HubSpot

Documents

Document links can also be incorporated while writing an email. It will help you track the persons viewing your documents. Also, you can view the data in HubSpot. Follow the steps to use documents in the HubSpot Sales Chrome extension.

• Create an email and add a recipient.
• You will see various options in the composer window. From all, click on Documents.
• You will redirect to the page where you can search the document that you want to insert. You can also filter the documents by clicking on the drop-down menu added beside the search bar. You can choose from All, Created by me, Created by my team and Recent. 
• If you want to view all the user's documents last, you can click on Last Used At; otherwise, click on Created At column. 
• Also, select the checkbox "Require an email address from all other viewers" to gather the email address of all the people who viewed your documents besides your recipients. 

Source: HubSpot

• Once it's all done, click on the Select button. You will see a document link in the email body.
• Click on the link and select Change to update the raw link into hyperlink text. 
• Add the link's text in the Text to display field and click on OK.
  Source: HubSpot

Templates

The template is another tool that can be used efficiently while using the HubSpot Sales Chrome extension efficiently. Below are some steps that will help you insert sales templates in Gmail. 

• Create an email and add a recipient.
• You will see various options in the composer window. From all, click on Templates.
• Search the template by name in the search bar added at the top of the page. You can also filter the template by clicking on the drop-down button by All, Created by me, Created by my team, and recently.
• If you want to select the last sent to the user, click on the Last Used At column or Created At column accordingly. 
• Now select the template and click on the Select button.  

Source: HubSpot

• If you want to use the created template again, then save it as your HubSpot. For that, you just need to search the email you want to save as your template. 
• After opening the email, click on the Save button. 
• You will redirect to the page where you have to enter the name for your template. Also, if you want to do some editing in your email, then it's the right time. Go ahead. 
• Once it's all done, don't forget to save your template. 

Source: HubSpot

A Hot tip- While inserting a template, there are chances that your Gmail email signatures might get removed. So, by incorporating the below-added signature, you would be able to add the existing signature appropriately. 

<div class="gmail_signature" dir="ltr">

{Your Email Signature}

</div>

Sequences

You can benefit from this tool only if you are a HubSpot Sales Hub, Service Hub Professional, or an Enterprise user. Follow the below-mentioned steps enroll the contacts in sequences: 

• Create an email and add a recipient.
• You will see various options in the composer window. From all, click on Sequences.
• Find the sequence you want to search either by using the search bar or by filtering the sequence by clicking on the drop-down menu. 
• If you want to view all the sequences sent last to the user, you can click on Last Used At; otherwise, click on the Created At column. 
• Choose the sequence and click on the Select button. 

Source: HubSpot 

Meetings

If you have installed the HubSpot Chrome extension, you don't have to invest extra time in copy Past the meeting link manually. By clicking on the HubSpot Sales extension, you can directly insert a meeting link in your email. To insert the link, follow-

• Create an email and add a recipient.
• You will see various options in the composer window. From all, click on Meetings. 
• Select the meeting link, and its hyperlink will be inserted in your email. Also, you can update the meeting link by adding Change.
• Enter the updated link's text in the Text to Display field and click OK. 

Source: HubSpot 

Prefer reading- Troubleshoot the HubSpot Sales Chrome extension.

HubSpot Social Chrome Extension

HubSpot Social Chrome extension is a browser extension similar to other extensions that allow you to publish and schedule the content through HubSpot without redirecting to HubSpot social tool. It will not only save your time but also make you more productive. 

If you have this chrome extension, you would be able to share specific snippets of social post content without putting in much effort. 

Steps to install HubSpot Social Chrome Extension

Follow the below-mentioned steps to install HubSpot Social Social chrome extension accurately.

Step-1 After logging into your HubSpot account, hover over the main navigation bar and click on the settings icon. You will be redirected to the page added below:

Step-2 From the left sidebar menu, click on the marketing>Social> publishing tab. 

Step-3 Navigate to the bottom of the page and click on the "Install the Chrome Extension" button. 

Step 4- From Chrome Web Store, click on the "Add to Chrome" button.

Step 5- After the confirmation, you will see an orange sprocket icon. 

Congratulations! You have successfully installed HubSpot social chrome extension. 

Use HubSpot Social Chrome Extension efficiently

For building a solid network with the customers, you need to be active on social media. HubSpot social media extension will help you do the task right from the website.

Once you successfully install the extension, make sure you select the account accurately. Want to know how? Just click on the HubSpot social Chrome extension installed in your browser and choose the appropriate options from the drop-down menu.

Hover over the extension setting page and click on the Change button. Also, make sure you enter the Hub ID of the HubSpot account. After updating, click on the Save button.

Source: HubSpot 

All set? 

Learn how you can efficiently share content with the HubSpot Social Chrome extension. 

• Redirect to the page from where you want to share the post and click on the extension. 
• From the respective page, select the content you want to share and right-click the text. Click on the "Share Text via HubSpot" button from the drop down menu. 
• You will see the icons of different social networks like Instagram, Facebook, Linked In, Twitter, etc. Choose the one where you want to publish the text on a social platform. 
• The best part about this extension is that the title and URL of the website will be added automatically from your current page. Also, a preview link will be generated with the help of URL metadata, which includes meta description, title, picture (if available), and link.
• Now, for selecting the account where you want to publish the social post, just click on posting from the drop-down menu. 
• Click on the when button to select the time and date for publishing the social post. Once it's all done, click on the publish now button for publishing the social post on the chosen platform. 

• To select a campaign for the social post, click on the campaign drop-down menu from the bottom right corner of the page. 
• Till now, you have updated settings successfully. Now, if you want to publish the social post from another account, then just click on the social icon placed next to schedule another. Your current post will automatically duplicate into a new post. 
• Are you ready to schedule or publish your post? Click on the Schedule post or Publish post button added on the button of the page. 

Source: HubSpot

• Congratulations! You have successfully published content without logging HubSpot into the browser. 

In a Crux

Hopefully, all the information added above will help you install and use the HubSpot Sales Chrome extension effortlessly. Installing Chrome extension will not only save your time but also allows you to be more productive. So, get yourself familiar with HubSpot integrations and make your task easy. 

Still, if you face any kind of challenge, then feel free to contact us. Our HubSpot experts are available 24*7 and will help you resolve all your queries right away.