Email Integration for Outlook 365 for Mac not working

Smart CRM & Sales Hub Outlook Sales Extension
1

I’m using Outlook 365 on my Outlook for Mac app for an email account that is using my own company’s domain name (not an Outlook account like hotmail.com or live.com).

I’ve already downloaded the Outlook 365 add-in and activated it in my Mircosoft account.

I also connected my inbox to my Hubspot account under Email Integration settings which now indicates that it’s enabled. I have a IMAP+SMTP Inbox type.

I relaunched my Outlook for Mac app, but nothing has happened. I don’t see any Hubspot integrations in my Outlook for Mac app - no menu options in the Tool bar, no options when I compose a new email.

Am I missing a step? Is the fact that my email is from my own domain and not an Outlook email a problem (e.g. hotmail, live)?

I want to be able to track email opens and clicks primarily so I can follow up on leads while they are still hot. I believe this email integration is the way to do this, but if there are other options that work for Outlook for Mac please let me know!

Please help!

2

Hi @Evelyncs,

It sounds like the issue is specifically that you can’t view the HubSpot Outlook extension, is that correct?

I would recommend going through the download steps to make sure you have it, and you should be prompted to log into HubSpot during that process.

If you are still experiencing this issue after following those steps, can you please send along a screenshot of what you are seeing in regards to the Outlook add in/where you are getting stuck so that I can investigate this further.

Thank you,
Jenny

3

Hi Jenny,

I’ve installed the Outlook 365 add-in from Microsoft AppSource however it does not give me any log in credientials, it just says that it’s been turned ON. See screenshot below.

I’ve also connected my email in HubSpot as you see below:

The following is my Hubspot Extension preferences:
The email shown under Extension Sync is different because this is the email I used when I opened the account. The coexdesign email is the one I want to use for tracking emails. I’m not sure if this might be the root of the problem, but I’m unable to change the email in the email dropdown options, as it’s the only one shown.
On the “how-to install” link you provided me with, I noticed this alert:

Screen Shot 2018-10-17 at 10.46.07 AM.png
Screen Shot 2018-10-17 at 10.46.07 AM.png1674×412 116 KB

I’m not sure if this means that Outlook for Mac is not supported because it’s listed as a supported platform under the Outlook 365 add-in’s Email Clients, so it should be supported.
Basically, this is all I’ve done so far, and I can’t seem to find a way to activate the add-in so it appears in my Outlook for Mac desktop app. Is this feature supported or not?

To make matters more complicated, I’m using the coexdesign email (my own domain) and not an Outlook account, so this might be causing more issues as well.

Is it possible to set this up? What am I missing?

Thanks for your help,

Evelyn

4

Hi @Evelyncs,

The HubSpot Sales Extension for Offic 365 is compatible for Outlook for Mac. If that is what you have downloaded, then that would work in a standard Outlook inbox on a Mac.

If you search for ‘sidekick’ or ‘hubspot’ on your computer, do you see any files on your computer?

5

No. There are no files that come up when I search for either of those key words.

6

Hi @Evelyncs,

Thanks for confirming! If you aren’t seeing the files, then it seems like the download isn’t getting through, which is why you aren’t seeing it.

Can you confirm with your IT team that there aren’t any firewalls/security measures in place that would prevent the download from getting through?

Thanks,
Jenny

7

I’m having the same issue. To clarify per, the HubSpot instructions, the Outlook for Mac add-in is not installed using the download feature. It is installed via Microsoft AppSource.

However, once installed this does not show up in Outlook for Mac. I have other extensions running just fine in Outlook so it seems to be an issue with Microsoft Appsource not actually getting the add-in into Outlook per the HubSpot instructions.

Help on this would be nice.

8

Were you able to fix that issue syncing Mac/Outlook/Hubspot? I’m having the same issue and can’t access my work email on the web based Outlook and also can’t access HubSpot extensions… Thank you.

9

Hello I am unable to use my hubspot - making very challending,

Please see images

Screen Shot 2020-01-27 at 9.58.38 AM.png
Screen Shot 2020-01-27 at 9.58.38 AM.png1666×1492 226 KB

See Hubspot Ico installed -
Screen Shot 2020-01-27 at 9.58.51 AM.png
Screen Shot 2020-01-27 at 9.58.51 AM.png1656×1558 412 KB

Asked me to sign in -
Screen Shot 2020-01-27 at 9.59.06 AM.jpg
Screen Shot 2020-01-27 at 9.59.06 AM.jpg2528×1856 455 KB

I provide my information - but it does not open the option

10

Hi @techcollective,

Are you unable to log in when you hit the login screen? If so, I would recommend going through the steps outlined here.

Thank you,
Jenny

11

Hello Jenny,

This does not work for my MacBook Pro -

12

HI @techcollective,

Apologies, I linked the wrong article. Can you please follow the steps here?

If you are still stuck after taking these steps can you please direct message me a video of the behavior?

Thank you,
Jenny

13

I have the same issue. I have been working with Microsoft for 3 weeks now as the HubSpot chat person suggested I check out the problem with Microsoft. The microsoft community person says everything is set up correctly with Outlook 365 Home and that it is a Hubspot incompatibility unless HubSpot only supports Outlook 365 Business? I have been assured there is no difference between home and business by Microsoft technical help.

So question 1 is the Hubspot integration only for 365 Business and not home?

Everything is installed as per every instructions and articles from Hubspot. Outlook knows when my last interaction was with Hubspot, however I have no Hubspot icon greyed or otherwise on my outlook. Emails I send from within HubSpot are logged in Outlook but emails sent from Outlook are not logged in Hubspot. All emails coming to me are only available in Outlook unless they are replies to an email sent from Hubspot.

Our email acount is and IMAP one and all my co-workers are on windows machines and have no problems so this is definitely a Mac and Outlook related incompatibility that has not been addressed by HubSpot. In a past job our email was gmail based and using the same Macbook pro as now I had no issues whatsoever.

This is really distressing as I am the one driving a complete HubSpot integration but clearly I cannot pursue this with my management when I’m not even integrating.

If someone can confirm definitely that there are no plans to sort out the Mac/Outlook/Hubspot integration or it will be some time, at least I know what my choices are but at the moment it seems others also have the same problem with no clear way forward?

If I am wrong I would love to know as I am super keen to get this sorted so would appreciate any help!

14

Hi @Reimo,

I want to break down the troubles you’re having to ensure all of your questions are addressed.

1. Is the Outlook extension compatible with your inbox?

If you are using the O365 add in and your inbox is hosted by O365 then you can use this add in on your machine. If, however, your inbox is connected to HubSpot via IMAP because your inbox is not hosted by O365, then the extension will not work in your inbox.

For a full explanation of what extensions are compatible with which inboxes, I wanted to share this resource.

2. Logging emails within HubSpot

If you are able to successfully send emails through HubSpot, you have successfully connected your inbox. Connecting your inbox enables you to send emails through HubSpot, have them sent through your personal email address and servers, and have replies to those emails logged in HubSpot.

If your inbox is not compatible with the extensions mentioned above, then you will need to manually add the bcc address to emails you send from your inbox in order for them to log in HubSpot. When you do this, email responses to these emails will also log in HubSpot.

Emails that are not replies to emails that were logged in HubSpot (either because they included the bcc address or because they were sent from within HubSpot) will not log to HubSpot.

Next steps

In terms of getting all emails logged in HubSpot, your only option would be to use the conversations inbox, which acts as a team inbox and will pull in all emails. This is not the equivalent of linking a personal inbox, so please ensure you read the documentation before proceeding with this option.

If you do not want your inbox connected as a team inbox, you can continue to log emails sent through Outlook by using the bcc and forwarding functionalities.

Thank you,

Jenny

15

Hello. I am looking for some assistance here as well. Most replies appear from 2018 & early 2019, so I’m not sure if things have changed.

I have a macbook and using desktop version of Outlook, connected with my Office 365 Exchange email. I have installed the Hubspot sales extension and it says that email is successfully linked. When I send an email from the Office 365 browser Outlook, the email usually (although not always) is tracked in Hubspot. When I send an email from my desktop Outlook, the email never shows up in Hubspot.

Any ideas here?

16

Hi @cstrange1,

Do you have the desktop extension downloaded for Outlook? If so, when you are sending emails from your desktop Outlook are the track and log options checked off?

If you can send along screenshots of where you are getting stuck with specific examples, that would be great!

Thank you,
Jenny

17

We have the same problem in our organization.
Event having verificated all the stuff wich you have told about, we still can’t use the HubSpot Sales add-in extension for Outlook.

We have speaked with Microsoft and all is OK and HubSpot chat doesn’t knows how to fix it.

We have IMAP accounts logged with desktop Outlook (we also have O365) and nothing appears to change.

We have followed all the installation steps and looked at the other links dropped up there.
We need this article Connect your personal email to know how to make it run with Mac.

We have just bought Office 365 to connect it with HubSpot and now it appears that there is a bunch of problems to connect it with Mac.

18

Hi @PauLoading,

Have you installed the O365 extension by following the instructions here? It is worth nothing that the O365 extension will only work on Macs if your inbox is hosted by O365.

If you can please share where you are getting stuck and what the specific issue you are encountering is, that would be great!

Thank you,
Jenny

19

Yes, I have installed the Office 365 extension by following the instructions in that link.

I am stuck at the point that I have installed the HubSpot Sales add-in and nothing appears in our Outlook accounts.

We have followed all the steps and the is any error or any message.

20

Hi @PauLoading,

Have you connected with HubSpot technical support regarding this matter? As troubleshooting this matter will involve instructions specific to your device, they will be the best resource to assist!

If you cannot connect with them, please let me know.

Thank you,
Jenny