If you want to improve your business's customer management, sales, and marketing efforts, learn How to install HubSpot It is an excellent starting point for centralizing all this information on a single platform.
HubSpot primarily functions as a online platform, Therefore, on a computer you don't usually need to download a traditional program to start using their CRM.
You can access the HubSpot's official website From your browser, create an account and start configuring the tools you need.
In this guide you will discover How to install HubSpot on your computer and mobile device, as well as how to connect it with Gmail and Outlook to make the most of its features.
What is HubSpot?
HubSpot It is a customer management platform that brings together tools related to CRM, sales, marketing, customer service, content, and automation within the same environment.
Your CRM It allows you to save contacts, register companies, manage sales opportunities, organize tasks, and review the interactions you've had with each customer.
One of its main advantages is that you can start using its free tools and expand the functionalities later as your company's needs increase.
This makes HubSpot an interesting option whether you work independently or need to implement a CRM for a sales team complete.
Summary table for installing HubSpot
| Option | What do you need? | Method |
|---|---|---|
| HubSpot on PC | Browser and Internet | Access from the web |
| HubSpot on Mac | Browser and Internet | Access from the web |
| HubSpot on Android | Compatible phone | Mobile application |
| HubSpot on iPhone | iPhone compatible | Mobile application |
| HubSpot in Gmail | Google Chrome | HubSpot Sales Extension |
| HubSpot in Outlook | Compatible Microsoft account | HubSpot Sales Add-on |
How to install HubSpot on your computer
When you want to use HubSpot on Windows, Mac or Linux, The usual practice is to access their platform directly through a web browser instead of installing a complete program on the computer.
You can use modern browsers like Google Chrome, Microsoft Edge, Firefox or Safari to log into your account and work with your contacts, businesses, and other tools.
To get started with HubSpot on your computer, follow these steps:
- 🌐 Visit the page to Get started with HubSpot from your browser.
- 👤 Tap the corresponding option to create a free account or log in if you already have one.
- ✉️ Enter your email address or use one of the available identification methods.
- 🏢 Complete the initial information requested about your company, activity, or professional needs.
- 🔐 Confirm your account when necessary and access the HubSpot main dashboard.
- ⚙️ Review the settings options and customize your basic account information before you start working.
Once registration is complete, you will have access to the tools available for your plan without needing to keep any installer open on your computer.
How to configure HubSpot after installing it
Creating an account is only the first step, as a correct HubSpot initial setup It will allow you to work in a much more organized way.
The first thing you should do is review your company data, configure the language, set regional preferences, and check the permissions associated with users.
Then you can start preparing your contact database adding customers manually or importing information from other tools.
It is also recommended to configure your sales pipeline, especially if you will be using HubSpot to track sales opportunities and know what stage each potential sale is at.
If you work with other people, you can invite your team members and configure the user permissions suitable so that each person has access only to the functions they need.
How to install HubSpot on Android
If you want to check on your customers when you're out of the office, you can install the HubSpot mobile app for Android.
The application allows you to work with different CRM functions directly from your phone, including viewing and editing records.
To install HubSpot on Android:
- 📱 Open Google Play Store from your Android phone.
- 🔎 Search HubSpot using the store's search engine.
- ⬇️ Select the official app and tap Install.
- 🚀 Open the application when the download is complete.
- 🔑 Enter the corresponding data for your HubSpot account.
- 🔔 Configure notifications according to the alerts you want to receive on your phone.
It is recommended to download the application only from Google Play and avoid APK files from unknown sources.
How to install HubSpot on iPhone
You can also use HubSpot on an iPhone or iPad through its official application available for compatible Apple devices.
The installation process is very similar to that used with any other iOS application:
- 🍎 Open the App Store on your device.
- 🔍 Write HubSpot in the search field.
- 📲 Select the official app and tap Get.
- 🔐 Confirm the download using the authentication method configured on your device.
- 🚀 Open HubSpot when the installation is complete.
- 👤 Log in with your HubSpot account and select the corresponding account if you manage several.
Thanks to the mobile version, you can keep much of your information available. CRM even when you're not in front of your computer.
How to install HubSpot on Gmail
If you use Gmail to communicate with customers, you can install the HubSpot Sales extension for Chrome, which integrates various business tools directly within email.
This extension allows you to register and track emails, view CRM information, and use certain sales tools from Gmail.
To install it:
- 🌐 Open Google Chrome on your computer.
- 🧩 Access the HubSpot Sales installation guide for Chrome and open the corresponding extension.
- ➕ Press Add to Chrome.
- ✅ Confirm the extension installation when the browser window appears.
- 🔑 Log in with your HubSpot account.
- ✉️ Open Gmail and check that HubSpot tools are available.
This integration can be especially useful if you perform email sales, as it reduces the need to constantly switch between Gmail and the CRM.
How to install HubSpot in Outlook
Microsoft users can also connect HubSpot with Outlook using the corresponding add-on.
If you use an account hosted on Microsoft 365, HubSpot has a add-in for Office 365 Compatible with different versions of Outlook.
You can consult the HubSpot Sales for Outlook installation information before choosing the right add-on for your setup.
To perform the installation:
- 📧 Open Outlook with the account you want to connect.
- 🧩 Look for the option to manage or add applications and plugins.
- 🔎 Locate HubSpot Sales.
- ➕ Add the add-on to your account.
- 🔐 Log in to HubSpot when the corresponding request appears.
- ✅ Check that the business tools appear correctly within Outlook.
You should avoid installing multiple HubSpot add-ins for Outlook that perform the same function at the same time, as this could lead to problems. conflicts between extensions.
What to do after installing HubSpot
Once you have HubSpot up and running, it's worth taking a few minutes to properly prepare the CRM before entering large amounts of information.
Start by creating some test contacts to understand how customer cards, partner companies, and activity history work.
Then you can set up different stages to represent your commercial process, from the first contact with a potential client to the closing of a sale.
You can also connect your email and calendar to centralize more of your professional activity within HubSpot.
If you need to learn other functions of the platform, the HubSpot Academy It offers training on marketing, sales, CRM and other tools related to the HubSpot ecosystem.
Common problems when installing HubSpot
If you cannot access it correctly, first check that your browser is up to date and that JavaScript and necessary cookies are not blocked.
When the problem appears in Gmail, check that the HubSpot Sales extension is enabled within Google Chrome and you are logged in with the correct account.
If you use Outlook, make sure you select the appropriate add-on for your version and account type, because HubSpot offers different integration methods depending on the environment.
On Android or iPhone, check that your device and operating system are compatible with the available version of the HubSpot mobile app before attempting to install it.
Is it necessary to install HubSpot on the PC?
You don't need to install a traditional program to use the main tools of HubSpot from a computer, because the service operates primarily through its web platform.
What you can install are certain add-ons and extensions, such as HubSpot Sales for Gmail or Outlook, when you want to integrate the CRM with other tools you use daily.
You can also install the HubSpot mobile app If you need to check contacts, tasks, and activities from a phone.
Conclusion
Learn How to install HubSpot It's simple because you can start directly from the browser by creating an account and configuring the CRM without downloading a full program to your computer.
If you also install the mobile app and connect Gmail or Outlook, You'll be able to integrate HubSpot much better into your daily workflow.
Take a few minutes to set up contacts, users, email, and the sales process from scratch to ensure that HubSpot becomes the central hub for managing your customers and not just in another app.