Way too often I forget to log an email because the sidebar isn’t visible. In the gmail plugin this feature is already implemented.
This is exceptionally frustrating for my users. We are used to an SFDC workflow where the window does in fact stay pinned open.
Time-consuming and clunky.
This should be a quick and dirty change that will add a lot to the Outlook integration.
Hey Yazz - thanks for submitting! Just wanted to follow up on here for users who come across this in the future.
Unfortunately, this is a limitation on Microsoft’s end - so as of now, our team is unable to configure the plugin so that a user doesn’t need to click on that icon. The team is aware this is a pain point!
For further context, we have this resource on our Knowledge Base that goes into more detail.
Cheers,
Katja
@Yazz This is a great observation and thank you for bringing awareness to this. We’ve recently started our migration and we’ve identified the same issue you’ve expressed. Your post has allowed us to troubleshoot this without an excessive amount of resources.
We have team members using the original version where the sidekick isn’t an issue and other users who have migrated and as you can image folks are not happy about this! I can imagine others are trying to figure out what the issue is as well.
@katja is there any plan or conversation on getting a resolution here?
@katja I believe this is no longer a limitation on Microsoft’s end. They published documentation (last updated 6/23/2019) on how to implement pinnable task panes in Outlook: Implement a pinnable task pane in an Outlook add-in - Office Add-ins | Microsoft Learn
There are also at least two other duplicate “idea” requests for this same feature, not to mention quite a few other general forum discussions/requests:
Is there any way we can get this feature prioritized or at least some sort of confirmation of “we’re working on it”?
Any update would be greatly appreciated.
Outlook sidebar will not pin in place. This means to make use of it you have to click on the Sales tool in the tool bar every single time you click a different email, as it disappears each time you click something else - seems crazy that a basic function like this can’t be in place. Have used many other side bar typoe addins and they all provide a pinned option, so it stays in place if you need it to.
I run outlook for mac 2016 and was using gsuite up until last week as my email provider for my domain. I switched to office 365 over the weekend for the only reason to use hubspot within the outlook plugin. I also find it annoying that each time I want to send an email to track and load up the sales tool I have to click the hubspot plugin feature and there is no pin button to keep this constantly open.
This must be a simple fix and really needs to be implemented into the outlook plugin to make for a better user experience.
Do you guys at hubspot not agree?
If this is a functionality you would like to see implemented in the future, I would recommend creating an idea in the ideas forum.
Thank you,
Jenny
Hi all-
Has this issue been resolved yet?
This is very inconvenient and time-consuming for me.
Please advise.
Thanks,
George
I agree. This is very annoying. It was great in Gmail but I cannot pin the plug-in in microsoft outlook. Please get this fixed.
I’ve found that using the Hubspot integration for outlook rather than office 365 solves the issue.
with that integration, it pops open as soon as you put a recipient in the mail message.
This is very annoying. Please add pinning support. Send this link to your developers on how to add pinning support to your add-in:
Yes, this is a HUGE issue. I beleive it may only be with iOS and not Windows. But nevertheless, it defeats the whole purpose of the Sidebar - to automatically log and track your contacts without you physically having to push the HS icon and wait 3 seconds for it to load - very cumbersome!
This should be a very easy fix. Most other add-ins on Outlook have an option to pin the app - but Hubspot does not for some reason.
I can’t believe that this hasn’t been implemented by now. Tony even gave you the exact link details from Microsoft.
As it stands HubSpot support on Outlook within a Mac environment is virtually useless. Who wants to have to click an icon EVERY SINGLE TIME you open an email or create a new email.
Agreed… this is very annoying! Please upvote this slightly older, duplicate idea: https://community.hubspot.com/t5/HubSpot-Ideas/Office-365-Sales-Tool-don-t-want-to-click-icon-every-time/idc-p/288103#M40244
If we aggregate the upvotes to a single idea, maybe we can accumulate enough to get some traction.
I’m Flora (Yuan) Wang and I’m the PM of the O365 Add-in. Thank you for the feedback and I understand this is especially painful for sales reps who are tracking and logging numerous emails a day. This is something we are actively working on it and I will update this post when we are done.
I would love to chat with any users as well, feel free to DM me here or email me at flora@hubspot.com.
This is great news! Thank you for the update.
Yes! Thank you!
This would be great! Thanks for your update.