Deal Context in Office365 Extension
Public beta
What it is
The HubSpot Outlook (Office 365) extension now surfaces deal properties, summaries, activity and related records right in the inbox.
Why it matters
Reps can see the deal context they need while writing an email, without switching back and forth between the inbox and the CRM.
FAQ
Does this touch my portal?
Yes, if your team uses the HubSpot Office 365/Outlook extension.
Is this opt-in?
It's a public beta, so it should be available to try rather than gated to a limited group.
Do I need a specific tier?
No — this is available across all hubs and tiers.
Produced by Value-First Media