Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
Hi all,
I am launching my own business, and chose hubspot as my CRM, as for now the free version seem to be enough for my needs (I barely used it so far so can't really judge yet, and if need more maybe I'll upgrade), and I liked the sales add on to be able to have all emails send to my clients in the CRM.
Now I am strongly considering switching my old PC for a newer mac... but what about still using hubspot sales? What would be my best option?
I saw it would not work with outlook for desktop, so I need a microsoft 365 subscription right ? And the basic one doesn't seem good enough.
Gmail won't be an option if I use an email from another domain right? I saw there is something called "gmailify" but I don't think it would help
I could also send all my emails from the pc outlook desktop version by using windows with parallels or something similar (that I'll need to get anyway), but that seems a bit stupid.
So what's the best way to keep using Hubspot sales on mac? 🙂
Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
Long time Mac and Hubspot user....
Hubspot works flawlessly on the Mac as it is a web based application as mentioned above. They do have a Chrome extension that allows you to use Hubspot features in Gmail. And as mentioned above, you would need to have gmail for business. That would allow you to use your custom domain for your email.
Additionally, having gmail connected to your Hubspot account allows you use the calendar functions for scheduling meetings. (This may be behind some premium Hubspot functions).
I know that Hubspot has similar connectivity for Outlook though I have never used it. Overall, the switch to Mac usually treats most people quite well. I would not consider trying to use parallels especially if it's just to send emails. That will drive you insane. Best of luck.
But if I use a web based version of outlook, I can't use hubspot sales no?
I would really like to be able to have all my email exchanged with my clients logged into hubspot, and the option of having them tracked and see when someone open them (which doesn't seem to work as well as I hoped...) would be nice.
But I would rather avoid paying a monthly fee to google/microsoft while their free versions are enough for me, only to get the features from hubspot working...
So a few things for clarification on your post. First, to the free vs. paid versions. With Google/Microsoft, these services allow your business to host business email with them and get access to their apps (Office vs. G-suite). This has nothing to do with the use of the email clients, Gmail and Outlook. If all you have is a domain and setup email with your web hosting provider, you have a POP3 or IMAP setup. Do you know which you are using based on your current setup? This would impact your setup of the connected inboxes: https://knowledge.hubspot.com/connected-email/hubspot-crm-email-integration-faq .
As for using the Outlook for web plugin, here are the details around that plugin: https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-hubspot-sales... . From the doc for Microsoft, MS will only allow you to install these add-ins for the web version if you have a paid subscription per that article. Going back to your original post, there is a Hubspot Sales add-in for Outlook for Mac. While I wasn't able to find a direct link on the web, I was from within Outlook if you click Get Add-ins and search for Hubspot, it will be the first result. The plugins for Mac/Windows are historically different as the Mac Office team had historically been a completely separate business entity at Microsoft hence if you really want to get historical, they had Outlook for awhile, then the team branched out to develop Entourage, and has since returned to Outlook. As you can probably guess I've been using a Mac for too long.
With regards to most of the email tracking, that tends to come from the programmed emails as tracking relies on HTML to tell whether a pixel opens. It is a very unreliable metric as of late because of recent privacy updates that try to prevent this tracking. However, as a strong proponent of Hubspot, I do not recommend using their free marketing tools for anything other than internal testing as their thresholds for free accounts are non-existant and are not the same as their paid accounts. You can do a search of this community to read about the permanent bans of free accounts. These are not reversible. As such, if you have any aspirations of using more of Hubspot, then you should strongly consider an initial investment in their lowest tiers of service as the terms are different and these types of permanent bans are no where near as prevalent.
Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
But if I use a web based version of outlook, I can't use hubspot sales no?
I would really like to be able to have all my email exchanged with my clients logged into hubspot, and the option of having them tracked and see when someone open them (which doesn't seem to work as well as I hoped...) would be nice.
But I would rather avoid paying a monthly fee to google/microsoft while their free versions are enough for me, only to get the features from hubspot working...
But if I use a web based version of outlook, I can't use hubspot sales no?
I would really like to be able to have all my email exchanged with my clients logged into hubspot, and the option of having them tracked and see when someone open them (which doesn't seem to work as well as I hoped...) would be nice.
But I would rather avoid paying a monthly fee to google/microsoft while their free versions are enough for me, only to get the features from hubspot working...
So a few things for clarification on your post. First, to the free vs. paid versions. With Google/Microsoft, these services allow your business to host business email with them and get access to their apps (Office vs. G-suite). This has nothing to do with the use of the email clients, Gmail and Outlook. If all you have is a domain and setup email with your web hosting provider, you have a POP3 or IMAP setup. Do you know which you are using based on your current setup? This would impact your setup of the connected inboxes: https://knowledge.hubspot.com/connected-email/hubspot-crm-email-integration-faq .
As for using the Outlook for web plugin, here are the details around that plugin: https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-hubspot-sales... . From the doc for Microsoft, MS will only allow you to install these add-ins for the web version if you have a paid subscription per that article. Going back to your original post, there is a Hubspot Sales add-in for Outlook for Mac. While I wasn't able to find a direct link on the web, I was from within Outlook if you click Get Add-ins and search for Hubspot, it will be the first result. The plugins for Mac/Windows are historically different as the Mac Office team had historically been a completely separate business entity at Microsoft hence if you really want to get historical, they had Outlook for awhile, then the team branched out to develop Entourage, and has since returned to Outlook. As you can probably guess I've been using a Mac for too long.
With regards to most of the email tracking, that tends to come from the programmed emails as tracking relies on HTML to tell whether a pixel opens. It is a very unreliable metric as of late because of recent privacy updates that try to prevent this tracking. However, as a strong proponent of Hubspot, I do not recommend using their free marketing tools for anything other than internal testing as their thresholds for free accounts are non-existant and are not the same as their paid accounts. You can do a search of this community to read about the permanent bans of free accounts. These are not reversible. As such, if you have any aspirations of using more of Hubspot, then you should strongly consider an initial investment in their lowest tiers of service as the terms are different and these types of permanent bans are no where near as prevalent.
Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
Long time Mac and Hubspot user....
Hubspot works flawlessly on the Mac as it is a web based application as mentioned above. They do have a Chrome extension that allows you to use Hubspot features in Gmail. And as mentioned above, you would need to have gmail for business. That would allow you to use your custom domain for your email.
Additionally, having gmail connected to your Hubspot account allows you use the calendar functions for scheduling meetings. (This may be behind some premium Hubspot functions).
I know that Hubspot has similar connectivity for Outlook though I have never used it. Overall, the switch to Mac usually treats most people quite well. I would not consider trying to use parallels especially if it's just to send emails. That will drive you insane. Best of luck.
Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
The thing is it would mean paying 100$ a year for a gmail business account, that I probably have no interest for. I can of course afford it , but I would rather not pay for something I don't use (if needed, I'd rather pay money to hubspot to have a product I can use...).
Adding meetings from gmail to hubspot could be useful however as I use google agenda, but it would actually need to be going from both sides to be useful.
Thinking about going from PC to Mac... what about Hubspot Sales
SOLVE
If you are starting your business, Outlook and Gmail in their native form are not what Hubspot is designed for. Typically you would move to Microsoft 365 for Business or Gmail for Business and setup your custom domain and use those products for your email.
But with that said, Hubspot is a web-based app, and they have a mobile app as well. So it doesn't really matter what platform you use so long as you have a web browser for the web-based app or a supported phone for the mobile app. However, if you have programs that you bought for Windows, they may not work on your Mac if they are not web-based so that is something you will need to consider.
