How to install the new Outlook HubSpot Sales Plugin

If you are one of the millions of professionals migrating to the "New Outlook" for desktop or relying heavily on Outlook on the web, you may have hit a frustrating roadblock: your old HubSpot Sales extension doesn't work the way it used to.

Microsoft’s transition to the "New Outlook" has fundamentally changed how add-ins operate, moving away from COM-based desktop plugins to web-based add-ins. For sales professionals who live and die by their CRM, this can be a frustrating transition.

In our recent video, "How to install the new Outlook HubSpot Sales Plugin (Dec 2025)," we break down exactly how to navigate this change. This guide expands on their tutorial, giving you a detailed walkthrough of the installation process, key features, and best practices to ensure you never have to toggle between tabs again.

Why You Need This Plugin (and Why the "New Outlook" Matters)

The core promise of the HubSpot Sales plugin has always been efficiency. As a salesperson, context switching - jumping between your email client and your CRM - is a productivity killer.

The "New Outlook" is here to stay. Microsoft is aggressively pushing users toward this unified experience, which mirrors the Outlook Web Access (OWA) interface.

The "Tab-Switching" Problem

Without the plugin, every time you receive an email from a prospect, you have to:

1. Open HubSpot in a browser.
2. Search for the contact.
3. Check their deal stage.
4. Log your reply manually.
5. Switch back to Outlook to hit send.

With the new HubSpot Sales Office 365 add-in (the specific version required for the New Outlook), this entire workflow happens inside your inbox. You can view CRM data, update deal stages, and enroll contacts in sequences without ever leaving the message pane.

How to install the new HubSpot Outlook Sales Plugin

Step 1: Connect Your Personal Email in HubSpot

Before you even touch Outlook, you must ensure your HubSpot account is ready to communicate with your email provider.

1. Log in to HubSpot.
2. Navigate to Settings (the gear icon in the top right).
3. In the left sidebar, go to General > Email.
4. Click on the Email tab.
5. Look for the option to Connect Personal Email.
6. Follow the prompts to authorize the connection with Microsoft 365.

Step 2: Install the Microsoft-Approved Add-in

Once HubSpot is connected, you need to install the interface in Outlook:

1. Open your New Outlook for desktop or Outlook on the web.
2. Locate the "Get Add-ins" icon (often represented by a square grid or a "store" icon) in the ribbon.
3. In the search bar, type "HubSpot Sales".
4. Look for the HubSpot Sales add-in (ensure it is the "Office 365" version, not the legacy desktop one).
5. Click Add.
6. Once added, open an email, click the HubSpot logo (the sprocket) in the toolbar, and log in with your HubSpot credentials.

Pro Tip: In the New Outlook, add-ins sometimes hide under the "..." (More Actions) menu in an email. Pin the HubSpot add-in to your toolbar so it’s always one click away.

Feature Deep Dive: Mastering the Sidebar

Once installed, the sidebar becomes your command center. The video outlines four key areas where this plugin transforms your workflow: Managing Contacts, Sales Activities, Logging, and Deployment.