Setup guide

Setup is self-serve and takes about ten minutes. You need a HubSpot admin and, for the Microsoft step, a Microsoft 365 Global Administrator.

1. Install from HubSpot

A HubSpot Super Admin installs the app and approves the requested scopes. The app reads contacts, companies and deals to match and enrich, and writes email and meeting activity to the timeline. It never writes to your deals. Every new install starts with 2000 free credits.

2. Pick your industry classifier

Open the Email Classifier settings in HubSpot and choose the industry preset that matches your business. It sets the request types, signals and personas the classifier uses. Not listed? Tell us from the same screen and we add industries on request.

3. Connect Microsoft 365 and choose mailboxes

On the same settings page, click Connect Microsoft 365. A Global Administrator grants a one click admin consent, which authorises two application permissions:

Mail.Read: read email in the mailboxes you monitor, so it can be classified.
User.Read.All: list your users and mailboxes so the right ones can be selected.

Then enter your email domains and switch on the mailboxes you want monitored. Optional hardening: to limit the app to a subset of mailboxes, apply an Exchange application access policy scoped to a mail-enabled security group.

4. You are live

Classifications begin appearing in HubSpot as native email and meeting engagements, with new contacts created and enriched automatically. No software is installed on any device, and there is no Outlook add-in to deploy. Manage credits, top up, or turn on auto top-up any time from the Billing section.

What we store, and what we do not

The classifier reads message content only to classify it. The raw email body is never stored. See our privacy policy for the full detail. Questions: support@redyellowblue.com.au.