Outlook Sales Extension

AH4991
Member

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

Hi there! When I go to add a contact to HubSpot from my Outlook extension, it isn't taking the information from the contacts signature to automatically populate the contact fields. Is there a simple fix in the settings for this?

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AH4991
Solution
Member

Outlook Extension not automatically populating information fields when adding contacts

SOLVE
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AH4991
Solution
Member

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

Thanks @Josh your response led me to find this page which solved everything: https://knowledge.hubspot.com/connected-email/automatically-populate-contact-properties-with-hubspot...

 

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

@AH4991,

 

Awesome. My apologies...for some reason I thought you already had that resource.

 

Happy to hear your issues are cleared up! 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

Hi @AH4991,

 

Sorry, I modified my response. I thought I got to it before you read. 

I was under the impression that these were pulled from the HubSpot database vs. reading the signature. After reviewing further, I see you were correct...the AI tool should scan.

 

Aside from the article you already referenced, I did find this post that recommends clearing cache. Have you tried that? 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

AH4991
Member

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

Hi @Josh,

 

Thank you so much for your quick response! Just so I am understanding correctly, HubSpot plug-in for outlook will not automatically populate the contact fields when adding a contact through Outlook.

 

I was under the impression that HubSpot can use AI to read emails to fill in data? An old colleague had the information below in a little "how-to" guide they created but we can't find this setting anymore, has it now gone?

 

Screenshot 2021-07-07 at 16.26.13.png

 

Ailish

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Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

Outlook Extension not automatically populating information fields when adding contacts

SOLVE

I didn't realize that it was supposed to scan the signature. You learn something new every day! Not sure how to solve this issue.




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer