Dashboards & Reporting

JYandall
Member

Hubspot not reporting on emails sent from outlook

Hi, I am having issues with the reporting on my dashboard.  Currently it is saying that I have sent 2 emails when I have sent at least 10 from outlook linking through the sales tool.

 

Is there a reason why these aren't being counted or tracked in the reports? Any help or advice would be greatly appreciated.

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8 Replies 8
JYandall
Member

Hubspot not reporting on emails sent from outlook

JYandall_0-1646139027380.png

 

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot not reporting on emails sent from outlook

Thank you @JYandall.

 

Are you using the Outlook Sales extension? If so, could you confirm that you're preferences are set to log and track emails? Are these emails showing up on the contact records in HubSpot?

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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JYandall
Member

Hubspot not reporting on emails sent from outlook

JYandall_0-1646139421726.png

Correct im using the sales extension which gives me a bcc email and it is showing up in hubspot on the contact/deal and company record but only not showing in reporting totals

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot not reporting on emails sent from outlook

Hi @JYandall,

 

This all looks correct and further troubleshooting would require access to your portal – since you have access to custom reports, I'd recommend reaching out to HubSpot support  through the purple in-app widget (bottom right of the app).

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot not reporting on emails sent from outlook

Hi @JYandall,

 

Could you please specify which report you're looking at (ideally by report name or – if it's a custom report – showing a screenshot of the filter options)?

 

Are you using the Outlook Sales extension? If so, could you confirm that you're preferences are set to log and track emails? Are these emails showing up on the contact records in HubSpot?

 

The more details, the better.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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JYandall
Member

Hubspot not reporting on emails sent from outlook

[cid:image001.jpg@01D82DBE.06269E60]

Here is the screenshot - it is the daily email totals
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karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Hubspot not reporting on emails sent from outlook

Hi @JYandall,

 

Can you please upload the image right within the community post editor? Your post only includes a file name, not the file itself.

 

Also, can you please confirm this?

 

Are you using the Outlook Sales extension? If so, could you confirm that you're preferences are set to log and track emails? Are these emails showing up on the contact records in HubSpot?

 

Best regards

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

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JYandall
Member

Hubspot not reporting on emails sent from outlook

Did that work? sorry i tried to reply from my outlook

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