Outlook Sales Extension

leonardkay
Member

Second user email integration

SOLVE

Hi,

I've set up a colleague as a second user & want to integrate her outlook account. Whenever I try to connect the two it connects with Microsoft 365 but then just sees my email address?

What am I doing wrong?

Thanks

Len

0 Upvotes
1 Accepted solution
leonardkay
Solution
Member

Second user email integration

SOLVE

It turns out my 365 login was cached & kept going to my account not hers, thank you for your help all!

View solution in original post

5 Replies 5
willsmith
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Second user email integration

SOLVE

Hi @leonardkay 

 

Is this for a personal email or team email?


I am assuming this is for personal email integrations: 
If you are trying to set up your colleague's personal email, that is something your colleague will need to do this for themselves. HubSpot allows teams to work together, however, each team member's HubSpot portal is unique to the user. 

If your colleague is a little "tech-nervous" I recommend jumping on a video chat of some kind, have them share their screen with you, and walk them through the process. 


I hope this helps. If it does, please mark it as a solution to help the rest of the HubSpot community. Thank you!

leonardkay
Member

Second user email integration

SOLVE

Hi Will,

we both have email addresses & use outlook 365. My colleague is logged into hubspot in her own right, but whenever we try to integrate the email with outlook it contacts 365 (where I am the main account holder) and comes back with my email address?

I can't get it to integrate with her email account?

Thanks

Len

0 Upvotes
willsmith
Key Advisor | Diamond Partner
Key Advisor | Diamond Partner

Second user email integration

SOLVE

@leonardkay ,

Have you tried an incognito window and/or logging out of your Office 365 and then tried the integration? 

0 Upvotes
leonardkay
Solution
Member

Second user email integration

SOLVE

It turns out my 365 login was cached & kept going to my account not hers, thank you for your help all!

ElyshaShave
Top Contributor | Diamond Partner
Top Contributor | Diamond Partner

Second user email integration

SOLVE

Hi Len,

 

I am more than happy to help you solve this issue. Are you doing all of this from your computer? 

 

To be able to connect more than one email account, the email account owner will need to follow the steps, here, to integrate their email account to their user within HubSpot. 

 

The reason why you are having issues is because it sounds like you are signed in to your user on HubSpot which is why it keeps wanting to connect your email.

 

I hope this helps. 

 

Elysha Shave

Inbound Specialist

BBDBoom.com