• Prêt à créer votre communauté HubSpot locale ?

    Les responsables HUG organisent des événements, favorisent les rencontres et créent des espaces où les gens peuvent apprendre et évoluer ensemble.

    Devenez un leader HUG

Outlook extension not automatically adding contacts

BCockell
Membre

I want HubSpot to create a contact and company record whenever I send an email to a new email address, and to log and track the email I send.

 

Right now, I have to manually click the HubSpot Sales extension button to add the bcc address, and have to click "Add to CRM" to add the contact. I want this process to be automatic when I send an email.

 

I am on Outlook for Mac and I have tried reinstalling the HubSpot extension, logging out and in, restarting Outlook. Here are my HubSpot email tracking settings.

Screenshot 2024-04-23 at 12.04.40.png

0 Votes
1 Solution acceptée
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Hi @BCockell,

 

Have you checked your extension settings and log/track preferences? https://knowledge.hubspot.com/connected-email/customize-your-hubspot-sales-outlook-desktop-add-in#lo...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

Voir la solution dans l'envoi d'origine

0 Votes
4 Réponses 4
BCockell
Membre

This issue is still not resolved.

0 Votes
karstenkoehler
Solution
Au panthéon de la communauté | Partenaire solutions
Au panthéon de la communauté | Partenaire solutions

Hi @BCockell,

 

Have you checked your extension settings and log/track preferences? https://knowledge.hubspot.com/connected-email/customize-your-hubspot-sales-outlook-desktop-add-in#lo...

 

Best regards

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

0 Votes
BCockell
Membre

Yes I have it set to this: 

Screenshot 2024-04-23 at 12.11.45.png

0 Votes
Mahira
Membre

Hey there, 

I now experience the same exact issue that you have back in 2024. I was wondering if you were able to solve this?

 

I use outlook in mac, and my hubspot extensions are set correctly,  but new contacts are not created automatically. 

0 Votes