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 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.
Once you have successfully installed the HubSpot Sales Chrome extension, make sure you customize its settings, such as:
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
Source- HubSpot
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
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.
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.
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
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.
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.
Source: HubSpot
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.
Source: HubSpot
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:
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-
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.
Source: HubSpot
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.
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