Outlook Extension not automatically populating information fields when adding contacts

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AH4991
Member

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
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Josh
Recognized Expert | Platinum Partner

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.




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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

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

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
Solution
Member
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Josh
Recognized Expert | Platinum Partner

@AH4991,

 

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

 

Happy to hear your issues are cleared up! 




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