Outlook Sales Extension

BCockell
Membro

Outlook extension not automatically adding contacts

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

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3 Respostas 3
BCockell
Membro

Outlook extension not automatically adding contacts

This issue is still not resolved.

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karstenkoehler
Membro do Hall da Fama | Parceiro
Membro do Hall da Fama | Parceiro

Outlook extension not automatically adding contacts

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

 

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BCockell
Membro

Outlook extension not automatically adding contacts

Yes I have it set to this: 

Screenshot 2024-04-23 at 12.11.45.png

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