Emails are not automatically BCC’d to Hubspot with the Sales plugin for 365. The BCC field is only filled when the Sales plugin is manually opened from the Outlook ribbon. This issue has been around for years and mentioned in the forums, but is still unresolved.
https://community.hubspot.com/t5/Outlook-Sales-Extension/Automatically-BCC-Emails/m-p/282140
The suggested solution 3 years ago is to disable the 365 version of the plugin, and replace with the manually installed Outlook add-in. However, on a large scale for our organization this is not really viable. We are deploying the Hubspot Sales plugin for 365 to our users so that it works in 365 via a web browser and their Outlook destkop application. And except for this one detail, it works great. The idea of blocking the 365 version of the plugin on each computer and then manually installing the Outlook plugin on each machine is frustrating. Is there a setting somewhere to fix this, or is this just a bug that has never been resolved over the years?
Hi @Strikematch13,
Thank you for reaching out to us!
1. Within your Outlook application window on the Home tab, click Rules > Manage Rules and Alerts.2. Click New Rule.3. Under Start from a blank rule, click Apply rule on messages I send and click Next.4. Click Next again and Yes in the pop-up window.5. In the Step 1 section of this window, select Cc the message to people or public group.6. In the Step 2 section of the window, click the people or public group link.7. In the To field, enter your email address and click Next.
There are some more steps after this but to save us both some time and so you can see images of each step, please go to this website link: https://www.howtogeek.com/684902/how-to-automatically-bcc-emails-using-rules-in-outlook
Best,
@JenWeiss
I understand what you’re getting at here, but it is not really any better than uninstalling the 365 Sales add-in and installing the Outlook Sales add-in manually. I would still have to set up this rule you describe on each user’s mailbox. This also wouldn’t take advantage of Hubspot’s intelligence - there is a spot in the add-in where you can define domains you don’t want to include in BCC. I’m sure I could figure this out in an Outlook rule, but I come back to the fact that the Hubspot Outlook plugin works correctly, and the 365 plugin doesn’t. It is so close! - it just needs to automatically BCC on new emails instead of waiting for the user to click the plugin in the ribbon.
The problem can be easily solved by opening a new email, launching HubSpot, and pinning it within the email. Then the tool will launch automatically every time you open a new email!