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Connect a shared Gmail inbox in HubSpot

Connect a Gmail account to your HubSpot inbox to manage team emails effectively, enabling streamlined communication and interaction tracking within the CRM platform.

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·13 steps·119 views·Published

Connect a Gmail account to your HubSpot inbox to manage team emails effectively, enabling streamlined communication and interaction tracking within the CRM platform.

Step-by-step Guide13 steps
  1. Click the CRM icon

    This action opens the CRM section, allowing you to manage customer relationships, view contacts, and track interactions.

    Click the CRM icon
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  2. Click the Inbox link

    This will take you to your Inbox where you can manage messages and communications related to your contacts and activities.

    Click the Inbox link
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  3. Click the Inbox Settings option

    This will open the settings menu for managing your inbox preferences and configurations.

    Click the Inbox Settings option
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  4. Click the Connect a channel option

    Clicking this option allows you to link a communication channel to your inbox, enabling seamless interactions within the HubSpot platform.

    Click the Connect a channel option
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  5. Click the transactional email envelope illustration

    This action selects the option to manage and respond to team emails from your inbox.

    Click the transactional email envelope illustration
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  6. Click the Gmail option

    Select the Gmail option to connect a Gmail account to your inbox for email management.

    Click the Gmail option
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  7. Click the Continue button

    This action proceeds to the next step for integrating your Google account with HubSpot CRM, allowing you to configure email settings and access your inbox within the platform.

    Click the Continue button
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  8. Click the email account

    Selecting this email will sign you into your HubSpot account. Ensure this is the correct account before proceeding.

    Click the email account
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  9. Click the Continue button

    This action allows HubSpot to access your Google account information for signing in. After clicking, you will proceed to the next step in the sign-in process.

    Click the Continue button
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  10. Click the Continue button

    By clicking this button, you will proceed with granting HubSpot access to your Google Account, which may include managing your email messages and sending emails on your behalf.

    Click the Continue button
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  11. Click the Continue button

    By clicking the Continue button, you grant HubSpot access to your Google Account, allowing it to view your email settings and send emails on your behalf as per your selection.

    Click the Continue button
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  12. Click the Next button

    Proceed to the next step in the email customization process, where you will configure the channel information.

    Click the Next button
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  13. Click the Connect & Finish button

    This action completes the channel connection setup and proceeds to the next step in managing your conversations.

    Click the Connect & Finish button
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