Outlook Sales Extension

LucyWatson
Miembro

Automatically BCC Emails

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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? 

 

Any help?

2 Soluciones aceptadas
LucyWatson
Solución
Miembro

Automatically BCC Emails

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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! 

 

Thanks!! 

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JTromp
Solución
Participante

Automatically BCC Emails

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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 

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28 Respuestas 28
PetrasB
Participante

Automatically BCC Emails

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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.

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ZacL
Miembro

Automatically BCC Emails

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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.

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sharonlicari
Administrador de la comunidad
Administrador de la comunidad

Automatically BCC Emails

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Hey @LucyWatson 

 

With the HubSpot Sales email extension, you can automatically log emails sent from outside of HubSpot to the CRM

 

Could you please check if you have enabled the log and track option in your extension settings?

 

You can find here the details for the Chrome extension and here for the Outlook desktop add-in extension. 

 

I hope this helps

 

Thank you
Sharon


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LucyWatson
Miembro

Automatically BCC Emails

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Hi Sharon,

 

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? 

sharonlicari
Administrador de la comunidad
Administrador de la comunidad

Automatically BCC Emails

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Hey @LucyWatson 

 

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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LucyWatson
Miembro

Automatically BCC Emails

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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. 

Why would it not be doing this?

Thanks!

sharonlicari
Administrador de la comunidad
Administrador de la comunidad

Automatically BCC Emails

resolver

Hey @LucyWatson 

 

Could you please send me a screenshot of the extension? Also, could you please send me a screenshot of the extension settings?

 

You can find here the details for the Chrome extension and here for the Outlook desktop add-in extension. 

 

Thank you

Sharon


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ryanmedd
Colaborador

Automatically BCC Emails

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Hi Sharon,

 

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.