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Outlook Sales Extension

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sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

Reply Announcement

13 upvotes

0 Reply

Steve1985 on October 07, 2024

Outlook integration failed

Hi - I previously used Hubspot with an Outlook integration and it worked fine. It's been a few years since I've used this Hubspot/Outlook combo and from what I read online, this extension doesn't work with the new Outlook. However, there is a new read more

Reply Integrations

1 upvote

2 Replies

kennedyp

Community Manager

October 07, 2024 17:07

Hi @Steve1985 ! Welcome to the Community-- happy to have you here 😊 At this time, it is suggested to use the HubSpot Sales Office 365 ...read more

Veraxis on September 13, 2024

Struggling to get email integration to work

Hi Relatively new to HS but enjoying it so far. We have O365 Business Standard accounts and we're struggling to get the email integration/tracking to work though. Our inboxes are connected and we've installed the O365 add-in but 1. It doe read more

Reply Free

0 upvote

2 Replies

TKasendra

Member

September 29, 2024 14:03

We have same problem on couple of PC, we downloaded latest version of outlook and that version does not even see/recognise that hunspot sales is inst...read more

Solved

AReitz on September 12, 2024

Outlook Alias

if I send an email to customer he get the follow message nyname <outlook_xyz@outlook.com>; im Auftrag von; mynamez <info@xyz.de> Where xyz for sure is my name or my domain. But why I get also an outlook name here? I want to use read more

Reply Starter

0 upvote

1 Reply

Accepted solution

JessicaBaskey

Top Contributor | Platinum Partner

September 17, 2024 15:22

Hi Andreas, I have never heard of this before but I had a quick scan through the community and it seems like someone else has run into a similar i...read more

Dramons on September 04, 2024

Sales Extension not carrying over contact details into Hubspot (only email adress)

Dear community, when trying to create a new contact in Hubspot by using the Outlook Sales Hub Extension (desktop version) and filling in all contact information, the information is not carried over into the CRM contact entry. Only the email addr read more

Reply Contacts

0 upvote

2 Replies

Dramons

Participant

September 05, 2024 11:03

Hi @KhushbooRevOps , thank you for the quick reply. I tried these, however, it does not seem to work. I do not know where i can modify these s...read more

Solved

Antonimo on September 02, 2024

Required to Login Every time using HubSpot Sales add-in for Office 365

HubSpot Sales have advised using the HubSpot Sales add-in for Office 365 add-in for tracking e-mails in Outlook for Desktop in Windows. It is set up and works fine, but every time I start Outlook I have to login again.

Reply CRM Getting Started Integrations

0 upvote

8 Replies

Accepted solution

Jnix284

Hall of Famer

September 02, 2024 08:25

@Antonimo I've seen this pop-up a few times here in the community and can only imagine how frustrating it is to have to login over and again. Based...read more

Solved

IHorman3 on August 28, 2024

Having to log in *twice* every day - so annoying

I use lots of different software, they all have a login process, but by and large I only have to login when I restart my browser, and even then Chrome remembers my credentials so it's very quick. Why is it, then, that I have to manually enter my read more

Reply Connected Email

1 upvote

3 Replies

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

August 29, 2024 05:26

hi @IHorman3 in general when you have settled the 2FA you don't have to login every time but I'd strongly suggest that you can provide @Béran...read more

Solved

LawP on August 28, 2024

Don't track email opens or clicks from specific IP addresses

I am trying to block my IP address from tracking email opens/clicks, but my IP address is constantly changing. Every few days I have to go to settings to update " Manage blocked IP addresses". I am using the Outlook plugin. Is there anyway to fix read more

Reply Starter

0 upvote

4 Replies

Accepted solution

GiantFocal

Participant | Partner

August 29, 2024 10:56

Hi @LawP , If your dynamic IP is within a specific range, you can exclude the whole range from being tracked. You can access it from Conte...read more

Solved

DMB on August 13, 2024

Fill in Contact "Name" and "Surname" when contact is added via Outlook Add-in

With Hubspot's Outlook add-in, a contact including first and last name, company and email could previously be transferred to Hubspot when sending an email in Outlook. Now only the email and company are transferred. The system no longer seems to auto read more

Reply Starter

2 upvotes

8 Replies

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

August 16, 2024 16:38

Hi @MScaramastra and @nkerns1025 and thanks for the tag @kennedyp , If you're using this online and not in the desktop plugin. I'd start ...read more

Solved

RKlimek on August 13, 2024

Can't connect my inbox to hubspot

Hi there, I can't seem to connect my inbox to hubspot via the Hubspot Sales extension. I tried both via desktop and online and it doesn't work. The issue is nothing to do with the extension or outlook version. Both are fine because I managed to read more

Reply How-To

0 upvote

3 Replies

Accepted solution

DSharma02

Contributor

August 14, 2024 00:43

Hi @RKlimek , Check your email settings and see if something preventing it to connect with HubSpot. After disconnecting, clear cache and cookies an...read more

Solved

Albus_Bui on August 12, 2024

HubSpot-Outlook: Marking a meeting as Complete triggered the invite update in Outlook

Hi Experts, Currently, I have received a case reported by our sales team which I was not able to find a relevant Knowledge base to refer to.. The case is summarized as follows: - We have Outlook calendar synced with HubSpot - Sales marked read more

Reply Professional

0 upvote

3 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

September 03, 2024 15:29

Hey there @Albus_Bui . I'm in agreement with @PamCotton here. It could be a settings issue. I've also seen it where, when you "create meeti...read more

SauravRoy on August 07, 2024

Log all emails to HubSpot from Microsoft admin

Hello all, Is it possible to log all incoming and outgoing emails to HubSpot at an organisation level from the Microsoft 356 admin?

Reply Professional Starter

0 upvote

1 Reply

PamCotton

Community Manager

August 08, 2024 09:45

Hey @SauravRoy , thank you for posting in our Community! Currently, logging all emails at an organization level from Microsoft 365 directly ...read more

Solved

KMether on August 06, 2024

Hubspot Remote Desktop app?

Hi, does Hubspot have a remote desktop tool?

Reply Enterprise

0 upvote

6 Replies

Accepted solution

RSchweighart

Top Contributor

September 13, 2024 14:26

Hi @KMether , You may check out logging in as another user since it looks like you have an enterprise plan on one of the hubs. It's not quite ...read more

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