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' Beitrag ansehen
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 Beitrag ansehen
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...Beitrag ansehen
Hello, I hope this is the right place. The company I work with uses Hubspot CRM and has the add-in on their Outlook application. Recently we have noticed that when they have Hubspot opened and are replying to a client's email, the body of the email Beitrag ansehen
Hello @ECapehart thank you for posting in our Community!
Currently what is happening is that the O365 add-in can cause a refresh in your composin...Beitrag ansehen
Is there a way to pull a report that shows the Number of emails a sales rep Tracked/Logged from Outlook without having to go into each individual contact record, over a period of time, as well as their status (sent, opened)?
Hi @ABielecki ,
As of now, there is no way to do it natively, I had to build a workaround to bring this info to property level for reporting ...Beitrag ansehen
Hey Folks, I am looking for the workaround for my outlook hubspot add-in. In out CRM we automatically track any external mails we sent if the contact is in our CRM, so hubspot add-in automatically add bcc mail for this purposes. However, w Beitrag ansehen
Hi @SNasonov ,
Unfortunately, I don't believe there's a great workaround for this as the pane must be open before it can be logged. You may h...Beitrag ansehen
Hello Every couple of days the screenshot below pops up and hubspot plugin dissapears from outlook. Tried to unistall, install hubspot, follwed the steps through this link https://knowledge.hubspot.com/articles/kcs_article/settings/what-should-i-d Beitrag ansehen
Hi @OdysNats ,
Thanks for reaching out to the Community!
Would you be able to please verify if your version of Outlook is Click to Run...Beitrag ansehen
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 Beitrag ansehen
Hi Everyone, Is there any update to this post? We have the Outlook 365 extention for our emails with the Hubspot toolbar, we have issues wit...Beitrag ansehen
My team lead has been personally sending out invites to an event we are having, she was using his outlook account and had ‘hubspot tracking to CRM turned on’. As a result, everything she's sending logs in multiple contacts instead of logging only t Beitrag ansehen
Hi @MCruz6 ,
Thanks for reaching out!
If you include any recipients in the CC field, the records' associated objects will also be auto...Beitrag ansehen
I've had a query from a client that couldn't switch on logging and tracking in the CRM.
I tried to find the setting in the CRM, but it seems to have disappeared - I'm sure I could see them on and off by default previously?
I think its Beitrag ansehen
Hi @TonyDowling ,
If you are using HubSpot sales extenson then your emails will automatically be logged into the CRM. However they must meet so...Beitrag ansehen
Hello all, We have been using Hubspot for about 3 months. We deployed the hubspot integration via our 365 tenant, which added the button in Outlook (all clients are on Outlook 365). Once the users logged in, everything was very smooth. Someti Beitrag ansehen
Hi all,
Thank you for your patience while the team was investigating this.
We expect this to be resolved in version 3.0.1.262 which was ...Beitrag ansehen
Hi Folks. I'm new to using HubSpot, and have the Outlook sales extension working. Its tracking new emails and creating people as contacts fine. Is it possible for the Extension to go through my sent items and add in customers I have previously E Beitrag ansehen
Hi @ALister ,
This is currently not possible, unfortunately. You could however manually log important emails using the forward address: https...Beitrag ansehen
I recently started using HubSpot. With using HubSpot I also want to use the HubSpot Sales for Outlook add-in. The benefit of having the add-in on all my devices is beneficial. It works in the browser in Outlook for Office 365 ( https://outlo Beitrag ansehen
Hello Mia, Thanks for getting back! A colleague of yours already pointed me towards the first article. Unfortunately this did not make any differen...Beitrag ansehen