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Gmail Set Up

Create Gmail signature:

1. Open your gmail account and select the settings gear on the top right corner. See all settings. 

2. Scroll down to signature and create new. Title the new signature to your preference. 

3. Copy and paste this template. Customize to you. 

Screenshot 2026-01-09 143916

4. Set signature defaults to:

For new email use: the new signature created

On reply/ forward use: the new signature created

5. Save Changes

Integrate Gmail with HubSpot

1. Download extension: https://chromewebstore.google.com/detail/hubspot-sales/oiiaigjnkhngdbnoookogelabohpglmd?hl=en

2. There will be an automatic pop up or open your gmail. Select "Start using in Gmail" and connect with all features. Agree to terms and conditions.

Once completed, all emails with be recorded with contact profiles in HubSpot. There are tools that will have access to as well. Such as templates, schedule meets, and create tasks.