Outlook Sales Extension

JonAnd
Member

New Outlook do not show deals

SOLVE

Hi,

Plugin to Outlook Desktop fails over and over - and I guess you are moving forward to New Outlook.

I got the App connected to New Outlook and can Create contact, track email and Log.

But option to connect mail to a Deal do not exist.

 

Questions

1. Is there a setting to fix this?

2. Or is this a feature missing - manual handling in Hubpsot instead?

 

Best regards, Jonas

0 Upvotes
1 Accepted solution
PamCotton
Solution
Community Manager
Community Manager

New Outlook do not show deals

SOLVE

Hey @JonAnd, thank you for reaching out!

 

Currently, the New Outlook version doesn’t support connecting emails to deals in HubSpot, so this functionality is missing due to recent changes Microsoft made to plugin capabilities. You can still log and track emails manually within HubSpot by associating them with deals from the contact record.

 

If connecting emails to deals directly is essential, you may consider using the legacy Outlook app until there are updates. 

 

Pam

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4 Replies 4
TMitchell7
Contributor

New Outlook do not show deals

SOLVE

@PamCotton that is not accurate. the Office 365 add-in still logs to the deal, but only on select emails. some emails have 3 records for example (company, contact, deal) as options, and other emails only have 2 records available for logging (company, contact). This seems to be a bug with HubSpot in that it does not recognize that all companies associated also have a deal associated within the Outlook add-in itself. In other words, the Outlook plugin does not capture all object assocuations all the time, only some of the time

0 Upvotes
TMitchell7
Contributor

New Outlook do not show deals

SOLVE

disregard message above, this is fixed now, deals log as well. They all just need to be associated to the contact.

0 Upvotes
PamCotton
Solution
Community Manager
Community Manager

New Outlook do not show deals

SOLVE

Hey @JonAnd, thank you for reaching out!

 

Currently, the New Outlook version doesn’t support connecting emails to deals in HubSpot, so this functionality is missing due to recent changes Microsoft made to plugin capabilities. You can still log and track emails manually within HubSpot by associating them with deals from the contact record.

 

If connecting emails to deals directly is essential, you may consider using the legacy Outlook app until there are updates. 

 

Pam

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




0 Upvotes
JonAnd
Member

New Outlook do not show deals

SOLVE
Thx Pam for quick reply.
/Jonas
0 Upvotes