We just switched over to Office 365 and the Sales Tools Add-In does not allow for settings as did the Sidekick Add-In. So, if we want to ‘awlays’ log/track e-mails, I cannot do so with Sales Tools. The tool also does not auto open when you write an e-mail as Sidekick does.
Test Case:
1. Type in an e-mail address in the “To:” field
What’s happening?
1. Sales Tools does not open up the contact window on the right hand side within the e-mail
2. You cannot control settings to ‘always’ leave log/track on
What’s supposed to happen?
1. Window pop-up appears as soon as a user is entered into the To: field
2. You are able to set settings to control whether you want log/track on always or not
This is affecting our Sales and Marketing Team and since we are now on Office 365, we need to use this tool. If we use Sidekick, for whatever reason our Cloud version of Outlook glitches each time we use it. We have no fix for this issue now. Please fix ASAP.
Is there a way for the Office 365 Plug In automatically track all emails sent out of an email account? Our reps have to check the button each time to pull in the bcc tracking.
Best community article says “Stickyness among the different versions is not consistent at this time. If you are using the old (VSTO) version of Outlook sales, the tick boxes are sticky, meaning they will remain ticked or unticked based on your last use. The new O365 add-in (that you must download from the Microsoft store) is not sticky, meaning you will need to tick the Log and Track boxes for each message sent.”
Looking at a way to download the old plugin which does automatically track. How would I do this? Or is their now a way to get the new plugin to automatically track and log…?
Using the HubSpot Sales extension downloaded from MS store.
It seems to work as expected, with the exception that the “Track email opens” box doesn’t remain checked. So I have to manually check the box for EVERY email I want to track.
We have an automated solution, called Threads, that can help you with this if you are still having issues. You can find our integration in the HubSpot App Marketplace.
Either we’re all losin’ it, or our friends at HubSpot secretly added a new setting that makes this stick. I’m pretty sure it’s the latter, but never rule out the former. Either way, this appears to be working for me and has persisted through logout/login with Office 365.
This can be accessed under More/Settings/Log and Track Settings
My experience has been that despite having the slider switch set to “ON” for tracking all e-mails, it doesn’t actually track the email UNLESS you open up the pane inside the browser.
This means you still have to conscously remember each time you draft an email to open the pane so it will be tracked. ARGH…frustrating.
If you guys are having a different experience, please let me know.
I am having the same issue. I am using the desktop version of office 365. When I am composing and email and I click the Sales Tools add-in HubSpot tracks the email wonderfully. My problem is I don’t always remember to click the Sales Tools icon. Then it doesn’t track. I have added in exceptions for emails I don’t want tracked. I want every other email tracked. I really need a way to do this. Has anyone found a solution for that?
The “Track email opens and clicks” checkbox remains checked for me now. Unfortunately I still need to manually select the HubSpot icon for it to insert the tracking pixel.
I have the Salesforce.com add-in as well (though I never use it), it allows you to pin the add-in to OPEN at ALL TIMES. I wish HubSpot did this as well.
The wierd thing is that this used to work… I used to get the bcc added automatically… there was another plugin for outlook that did this… but I can’t find it anymore…
It doesn’t seem to be consistent. I have co-workers that it works automatically for. But for most of us, we still have to click the button to make it track automatically. I love HubSpot and would really like to see this work more efficiently.
As i can read over here there is still no solution for tracking automatically the Outlook365 e-mails into our HubSpot CRM.. For our company it’s a dealbreaker if this isn’t automatically working, because we know that the logging will not be easely done by our team.
I tried the solutions which everyone mentioned, but i still not managed it to fix it. Does someone has found a working solution?
Our sales team is also finding it frustrating to take the extra step. I feel this tool should have tracking always on, if you don’t want to track, then take the steps to not track the message.
When you click an email in Outlook (all versions) you need to click the Sales Tools button every time you need to see more contact info or set the email tracking checkboxes. It would be great if you can just pin this sidebar to your Outlook by default. That makes this integration a lot better.
