Outlook Sales Extension

FatFriday
Participant

Task Pane not available in 365 Web Outlook

SOLVE

Hi

The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open.

Thanks

Daren

 

1 Accepted solution
FatFriday
Solution
Participant

Task Pane not available in 365 Web Outlook

SOLVE

I found it....!!!!

DFriday_0-1709051229706.png

 

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12 Replies 12
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

So you managed to install successfully? but the icon does not show up in your top bar like in the screenshot below?

ArtyCele_0-1709049071814.png

 

I'd also check that the actions in in your outlook app are all viewable:

 

These are the microsoft intructions and I'd check it's not maybe hidden:

Customize actions

  1. At the top of the page, select Settings .

  2. Select Mail > Customize action.

  3. Go to the type of actions you want to add.

  4. Select the check boxes for the actions you want. They’ll appear in the example as you select them.

    Note: The Report Abuse feature in Outlook.com is currently being rolled out, so you may not see it yet.

  5. To change the order in which they appear, select them in a different order.

  6. Select Save.

IF that does not work I'd check the troublshoot page here: https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-add-in#tr...

Let me know if that works.

 

Kind regards,
Artyom

0 Upvotes
FatFriday
Participant

Task Pane not available in 365 Web Outlook

SOLVE

Hey Artyom

Sorry, where is that you are looking...?

I have... The little cog top right, Settings, then...

DFriday_0-1709049579995.png

 

0 Upvotes
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

That was just ascreenshot from their website.

 

If you go into customise actions can you see hubspot there? 

0 Upvotes
FatFriday
Participant

Task Pane not available in 365 Web Outlook

SOLVE

No

DFriday_0-1709050573072.png

 

0 Upvotes
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

That is strange! Hubspot says that if you're having trouble installing the add-in, make sure you meet the following requirements :

  • Have access to the Microsoft store.
  • Have the necessary permissions from your email administrators to use third party add-ins in your inbox.
  • Install the add-in in each inbox if you're using multiple inboxes. 
  • Connect your inbox.

Could you please let me know what Browser and Laptop (Mackbook or windows)you are using?

 

 

0 Upvotes
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

Just to clarify I mean this Customise Actions tab

ArtyCele_0-1709050206267.png

 

Elsewise if that is not there I'd suggest contacting support or diving deeper into the troubleshooting page

 

0 Upvotes
FatFriday
Solution
Participant

Task Pane not available in 365 Web Outlook

SOLVE

I found it....!!!!

DFriday_0-1709051229706.png

 

ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

Amazing! Glad you found it! Is it tracking and working now?

 

Please let me know if you need further help!

 

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

0 Upvotes
FatFriday
Participant

Task Pane not available in 365 Web Outlook

SOLVE

Hey Arty

No, tracking isn't working, I can only log the email after its been sent.

What am I missing where?

 
 

DFriday_2-1709052829060.png

 

 

0 Upvotes
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

There could be a few reasons on why the emails arent tracked.

 

Could be that the add-in wasn't open when the email was sent. The add-in must be open in order for the email to be tracked. Learn how to pin the add-in open in your inbox, or to open the add-in:

 

When using an Outlook on the web or Outlook.com account, compose a new email and click the HubSpot sprocket icon sprocket in the bottom right-hand corner of the email composition window.

 

 

0 Upvotes
FatFriday
Participant

Task Pane not available in 365 Web Outlook

SOLVE

Lets start with the 365 Outlook on the Web. I've downloaded and installed the extension but the Hubspot icon never appears anywhere to be able to choose track and log

0 Upvotes
ArtyCele
Top Contributor

Task Pane not available in 365 Web Outlook

SOLVE

Hi Daren @FatFriday !

 

Could you please clarify as in does the Hubspot Icon not show up in your Desktop app or on the Outlook app in your browser?

 

If you have the desktop outlook web app (meaning you access your outlook through a browser) you can follow these instructions to download the extension: https://knowledge.hubspot.com/connected-email/get-started-with-the-hubspot-sales-office-365-add-in

LEt me know if I can assist any further.

 

Kind regards,

Artyom

0 Upvotes