Outlook Sales Extension

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Solved
LLWelly on January 13, 2025
Hi HubSpot Community, we have recently started using the Deals pipeline and we use the Outlook extension to log emails to contacts, companies and now also deals. For one of my team member, the email automaically logs to all deals that are currentl read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 00:21
Hi @LLWelly , This sounds like their log and track preferences and association defaults are not set up correctly. You can send them this artic...read more
Solved
AsafBlasberg on December 20, 2024
Hello, I'm not sure if the community is aware of this issue or not, but when I track an email using the Hubspot Sales add-in using the new version of Outlook on PC and Mac, every time I create a link in the body of my email, Hubspot will immediatel read more
0 upvote
3 Replies
Accepted solution
Hall of Famer | Partner
December 23, 2024 02:46
Hi @AsafBlasberg , You can turn off sales email tracking here: https://knowledge.hubspot.com/connected-email/turn-off-one-to-one-email-tracki...read more
Solved
alourenco300 on December 18, 2024
Hello, I have a work HubSpot account and my work email is connected to HubSpot. I use the web version of Outlook under an Office 365 subscription. If I send within HubSpot emails using my work email address, those emails are logged. However read more
1 upvote
4 Replies
Accepted solution
Key Advisor | Partner
December 18, 2024 06:41
Hey @alourenco300 Please note: due to the significant changes introduced by Microsoft as part of the new Outlook for Windows , HubSpot ...read more
Solved
Antonimo on September 02, 2024
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.
0 upvote
8 Replies
Accepted solution
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
Chris5861 on July 18, 2024
Is there a solution to use the Hubspot web add-in in the new Outlook with an account which is not set as primary?
0 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
July 23, 2024 05:26
I'm not aware of one Chris! Apologies!
Solved
RMarvin on July 09, 2024
Hey, I am currently facing an issue with the constant need to log in to the Outlook 365 Extension . Our company is currently testing Sales Hub, and while we are generally very satisfied with the CRM, this issue could potentially be a dealbreake read more
Accepted solution
Key Advisor | Partner
July 09, 2024 07:12
Hey @RMarvin Have you checked this article here : https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-...read more
Solved
Maragosta on June 27, 2024
Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them tell me that they dont like to use it because the plugin is read more
3 upvotes
5 Replies
Accepted solution
Participant
August 29, 2024 12:31
I just had an exchange with HubSpot support about this. I determined that the best thing for our small business was to activate automatic logging a...read more
Solved
Maragosta on June 27, 2024
Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them, tell me that their plugin disconnects very regularly, req read more
1 upvote
6 Replies
Accepted solution
Contributor
July 08, 2024 06:37
Hello @Gaurav_Aggarwal ; thank you for your response. Our IT team found this article and will try to implement this : https://knowledge.hubspot.c...read more
JMinke on May 14, 2024
Dear All, Unfortunately I can't recall which Hubspot Plugin I installed, so perhaps someone could point me in the right direction. I have one email adres (combined with a Microsoft 365 account) and I have a desktop and a laptop on which I receive read more
0 upvote
1 Reply
Community Manager
May 14, 2024 16:49
Hey @JMinke thank you for posting in our Community! I would recommend a fresh start by reinstalling the integration. To do so, I would lik...read more
Solved
JPynenburg on April 30, 2024
Hi When setting up the outlook plug-in I get this error making it impossible for me to use the plug-in. I've tried uninstalling plug-in and same error. Please advise
0 upvote
1 Reply
Accepted solution
Top Contributor | Gold Partner
May 01, 2024 02:17
Hi @JPynenburg , Sometimes, clearing your browser's cache and cookies can resolve unexpected errors related to plug-ins. Since uninstalling and ...read more
Solved
ZAHoopes on April 18, 2024
When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles? I' read more
Accepted solution
Most Valuable Member | Elite Partner
April 23, 2024 10:08
@ZAHoopes hi! Another idea for this might be to send the email through a workflow, then edit the property as the second step. Here's an example of ...read more
Koala28 on April 18, 2024
We primarily use the Outlook/Office 365 add ins for scheduling meetings. We want to be able to track meetings with contacts that have not yet been built in HubSpot. By default, I know that the Calendar Sync function will only attach meetings sent fr read more
Community Manager
April 19, 2024 06:23
Hi @LKol17 , I hope that you are well! Thank you for asking the Community! I'd like to share this article " Create or log activities on a recor...read more
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