I want my emails to automatically BCC in hubspot however it has stopped doing this and i cannot get it to do it again. I feel i have tried everything, uninstallaling, reinstalling...i still have to click on the hub spot app thing to get the BCC to come up, but i do not want to have to do that. I just want to click new email and it already do it for me?
I have sorted this issue! I deleted the hub spot add on..then reinstalled then reinstalled through the hub spot webpage! thankfully i now do not have to click to log my emails as i just couldnt keep remembering to do this! hah!
I have applied what LucyWatson gives as a solution and it works. Apparently there are two add-ins for Outlook. The Desktop version, and the 365 version. If the 365 is installed, it automatically also installs on the desktop version, but as it has different functions, it's not as smooth.
With the Desktop version, the emails pop-up automatically with BCC and are automatically tracked (or not, depending on your local add-in settings). So super thankfull for your comment @LucyWatson
Hi, is there any update regarding the initial question of not getting autmatic BCC in emails? I still have to do it manually in each email. This feature is one of the reasons I use hubspot so it's becoming quite useless at this stage.
I am also getting the same issue! Have to manually click on the Sales Tools every time to get it to populate the Bcc field on both my mac and pc, both using Office 365.
To be clear, I only experience this issue when using the Office365 plugin, as I have tested installing and removing completely the Outlook desktop version add-in from my windows laptop, and it then does not include the Bcc field automatically.
***The solution I have found is to pin the HubSpot Sales tool sidebar so that it pops up in every message. This way it automatically populates the Bcc field.*** This is a band-aid but this works perfectly fine for now.
These are all on, but i have the click the hub spot app on the bar at the top of my email to put in the BCC for hupspot...how do i get this to do this automatically?
I think there is a confusion here. If you are using the Sales extension and you mark the option to log and track the email will be logged and tracked. It´s not necessary to add the BCC email.
I hope this helps
Thank you
Sharon
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No, it doesn't work. My emails are not logged or tracked without clicking that button. Up until now i have never needed to do this, it usually its on hubspot already, and tracked.
I've noted the same issue with the Outlook extension. I need to ensure I have "turned on" the extension before sending an email, or no logging or tracking will happen. This did used to happen in the background as a sort of global setting.