Outlook Sales Extension

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SeaShellDigital on February 02, 2023
Same issue when first opening Outlook Desktop. Looks like extension is loaded, just cannot login! I'm on a free plan, so support is limited. Have a look: https://www.loom.com/share/e40dcd00b8cd4dc2b651e5e893b71fc8 Ideas?
0 upvote
1 Reply
Community Manager
February 03, 2023 12:29
Hi @SeaShellDigital , Thank you for reaching out! Can you try these troubleshooting steps? I would also recommend uninstalling and rei...read more
alisonGCN on February 01, 2023
Hello there, Pretty new to HubSpot. We have a situation where one contact (an architect) is working with us on multiple deals (with different companies). When we write to the contact, using Outlook, HubSpot places the email into all associated de read more
0 upvote
1 Reply
Hall of Famer | Partner
February 01, 2023 10:03
Hi @alisonGCN , Unfortunately not, no. HubSpot has a certain logic for how activities are associated with records. For deals, for example, the...read more
Solved
WPrevides on January 27, 2023
Hi! I use the Hubspot plugin for Outlook 365. When I view an email in the "sent" folder, Hubspot considers the email to have been viewed. This is very bad, because I never know if the customer really saw it or if I was the one who accessed the messa read more
0 upvote
1 Reply
Accepted Solution
Community Manager
January 30, 2023 03:16
Hi @WPrevides , Thank you for reaching out to the Community! It seems these are self-open notifications, which can be blocked by adding a li...read more
RPark3 on January 24, 2023
I would like to know how to require a user to update/add a contact property when emailing a new contact. The contact is automatically created when sending an email, but you only get the contacts email address. Is there a way in the Outlook ext read more
0 upvote
2 Replies
Member
January 25, 2023 08:42
@LSunstrum Somehow when I read your message it automatically accepted it as a solution. Unfortunately your response did not address my situation....read more
RWalsh8 on January 24, 2023
I have asked around and am still not finding out how to fix my colleague's issue. Am posting on their behalf. That said, their defaults in Outlook (web version) are set to log and track all outgoing emails, but some aren't being tracked. He no read more
0 upvote
3 Replies
Community Manager
January 26, 2023 11:48
Hi @RWalsh8 , Thank you for the screenshot! In order for the emails to appear on this report, your colleague would need to ensure that t...read more
Pedrodelamigo on January 20, 2023
Hey all, For a customer as us we are facing problems with the outlook extension. On Mac and Windows. An overview of the problems: They need to login every day and sometimes every session. The extension is glitchy and causes problems The ext read more
0 upvote
2 Replies
Participant
January 23, 2023 00:06
Hey Pam, Thank you for tagging others in this post, this is highly appreciated
Solved
hludwig on January 19, 2023
Hi, I am currently using hubspot in Outlook to track my emails however, I am noticing it tracks literally EVERY email even when I uncheck the 'track email' and 'log to CRM'. This is extremely fustrating as my co-workers are able to see every si read more
1 upvote
2 Replies
Accepted Solution
Key Advisor | Diamond Partner
January 19, 2023 09:27
@hludwig There are one of two solutions: 1. Configure your log and track settings in the Sales-Add in extension to only log and track certain use...read more
PMacDonald1 on January 17, 2023
Hi Everyone I am relatively new to using Hubspot. We use the Hubspot extension with outlook. The situation... If we email someone from outlook who is not in Hubspot it automatically adds this person to the CRM. A good example is whe read more
0 upvote
1 Reply
Community Manager
January 17, 2023 14:38
Hello, @PMacDonald1 Thank you for reaching out! Was this contact created via the HubSpot Sales Extension? If so and as the setting to autofill inf...read more
Solved
AHansen2 on January 12, 2023
When I send an email from outlook and tag it via the hubspot addin, then it sets a BCC address which tracks the email in hubspot. However, recently it started to just automatically delete the remove the BCC email so that rather than tracking what I read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Diamond Partner
January 13, 2023 04:19
Hello @AHansen2 Sometime it conflict with another Outlook add-in or service that is causing the BCC address to be removed. Either you could ...read more
WTurkington on January 12, 2023
Hi, one of our sales team is trying to sync his Outlook account with Hubspot and has followed all the instructions but keeps getting a message that there is an issue with Microsot but everyone else has been successul and IT confirm no issues. Any i read more
0 upvote
1 Reply
Community Manager
January 12, 2023 04:29
Hi @WTurkington , Thank you for reaching out to the Community! Is your colleague trying to connect to the Outlook 365 extension? Could y...read more
SHo6 on January 10, 2023
Hi there, I'm a new user of Hubspot. I'm running Mac OS 13.0.1 using Outlook for Mac. I've installed Hubspot Sales Add-on in M365, and HubSpot Sales is pinned. Both Tack email opens and clicks are turned on. As far as I can see, the logging emai read more
0 upvote
3 Replies
Contributor | Diamond Partner
January 10, 2023 23:50
Hey @SHo6 , Try once after redoing all the steps. It might facing some cache/cookies issues. - Do disable log and track email, and flush the c...read more
smbunn on January 09, 2023
In November 2022 Microsoft deprecated the REST API used by HubSpot. I no longer have access to HubSpot in O365 and all emails and contacts no longer sync. Is there an updated method to link to O365 about to be released by HubSpot? Or is there a w read more
0 upvote
4 Replies
Participant
January 12, 2023 11:51
I signed up to the beta but it is not available. I spoke to tech support who said: I am not seeing it here https://ecosystem.hubspot.com/marke...read more
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