Office 355 Add-in

Smart CRM & Sales Hub Tips, Tricks & Best Practices
1

Hello everyone! Our company has been utilizing the HubSpot Office 365 add-in for a while now, primarily for logging customer interactions and assigning tickets internally using a few hashtag techniques.

I’m interested to learn how others are leveraging the Office 365 add-in within their organizations. Any tips, tricks, and best practices would be appreciated. There are so many other ways we can utilize the add-in. Hopefully, we can find ways to further optimize our usage.

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Hey @LGlossenger! Great question for discussion--thanks for sharing!

I found this thorough walkthrough of the O365 tool by a HubSpot user on YouTube. I recommend taking a look better to understand all of the capabilities of the add-in.

Let’s invite some of our experts to share some of their best practices! @trevordjones, @Jnix284, @Gaurav_Aggarwal-- can any of y’all share any tips for maximizing the O365 add-in?

Best,
Kennedy