topic Re: Outlook Extension not automatically populating information fields when adding contacts in Outlook Sales Extension

Outlook Extension not automatically populating information fields when adding contacts

AH4991 — Wed, 07 Jul 2021 15:03:53 GMT

Hi there! When I go to add a contact to HubSpot from my Outlook extension, it isn't taking the information from the contacts signature to automatically populate the contact fields. Is there a simple fix in the settings for this?

Re: Outlook Extension not automatically populating information fields when adding contacts

Josh — Wed, 07 Jul 2021 15:24:16 GMT

I didn't realize that it was supposed to scan the signature. You learn something new every day! Not sure how to solve this issue.

Re: Outlook Extension not automatically populating information fields when adding contacts

AH4991 — Wed, 07 Jul 2021 15:28:01 GMT

Hi @Josh,

Thank you so much for your quick response! Just so I am understanding correctly, HubSpot plug-in for outlook will not automatically populate the contact fields when adding a contact through Outlook.

I was under the impression that HubSpot can use AI to read emails to fill in data? An old colleague had the information below in a little "how-to" guide they created but we can't find this setting anymore, has it now gone?

Ailish

Re: Outlook Extension not automatically populating information fields when adding contacts

Josh — Wed, 07 Jul 2021 18:06:03 GMT

Hi @AH4991,

Sorry, I modified my response. I thought I got to it before you read.

I was under the impression that these were pulled from the HubSpot database vs. reading the signature. After reviewing further, I see you were correct...the AI tool should scan.

Aside from the article you already referenced, I did find this post that recommends clearing cache. Have you tried that?

Re: Outlook Extension not automatically populating information fields when adding contacts

AH4991 — Thu, 08 Jul 2021 11:29:24 GMT

Thanks @Josh your response led me to find this page which solved everything: https://knowledge.hubspot.com/connected-email/automatically-populate-contact-properties-with-hubspot-ai

Re: Outlook Extension not automatically populating information fields when adding contacts

Josh — Thu, 08 Jul 2021 11:57:59 GMT

@AH4991,

Awesome. My apologies...for some reason I thought you already had that resource.

Happy to hear your issues are cleared up!