Outlook Sales Extension

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Solucionado
ZAHoopes on Abril 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' Leia mais
0 avaliações positivas
6 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Abril 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 ...Leia mais
Koala28 on Abril 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Abril 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...Leia mais
Solucionado
ECapehart on Novembro 15, 2023
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 Leia mais
0 avaliações positivas
3 Respostas
Accepted Solution
Gerente da Comunidade
Novembro 15, 2023 16:29
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...Leia mais
Solucionado
ABielecki on Outubro 04, 2023
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)?
0 avaliações positivas
3 Respostas
Accepted Solution
Orientador(a) | Parceiro Elite
Outubro 05, 2023 01:49
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 ...Leia mais
SNasonov on Abril 28, 2023
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 Leia mais
0 avaliações positivas
1 Respostas
Especialista reconhecido(a) | Parceiro Platinum
Abril 28, 2023 08:07
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...Leia mais
OdysNats on Abril 06, 2023
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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Abril 07, 2023 03:29
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...Leia mais
Pedrodelamigo on Janeiro 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 Leia mais
0 avaliações positivas
3 Respostas
Membro
Março 28, 2024 08:51
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...Leia mais
MCruz6 on Junho 09, 2022
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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Junho 10, 2022 17:05
Hi @MCruz6 , Thanks for reaching out! If you include any recipients in the CC field, the records' associated objects will also be auto...Leia mais
TonyDowling on Novembro 11, 2021
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 Leia mais
0 avaliações positivas
1 Respostas
Orientador(a) | Parceiro Diamante
Novembro 11, 2021 08:23
Hi @TonyDowling , If you are using HubSpot sales extenson then your emails will automatically be logged into the CRM. However they must meet so...Leia mais
Solucionado
kpriv on Novembro 04, 2021
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 Leia mais
3 avaliações positivas
15 Respostas
Accepted Solution
Gerente da Comunidade
Novembro 11, 2021 04:34
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 ...Leia mais
Solucionado
ALister on Outubro 08, 2021
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 Leia mais
0 avaliações positivas
2 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Outubro 08, 2021 03:54
Hi @ALister , This is currently not possible, unfortunately. You could however manually log important emails using the forward address: https...Leia mais
bramdejager on Setembro 14, 2021
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 Leia mais
0 avaliações positivas
2 Respostas
Membro
Setembro 16, 2021 10:56
Hello Mia, Thanks for getting back! A colleague of yours already pointed me towards the first article. Unfortunately this did not make any differen...Leia mais
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