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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

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14 upvotes

0 Reply

Solved

Ldennis23 on November 22, 2024

Emails not sending/Sending Limit?

All my emails sent through HubSpot are undeliverable. Sales told me it's because I've exceeded some kind of email limit. Is this a new rule in Outlook? I've never heard of daily limits before, and I've sent over 50 emails a day using other CRM plat read more

Reply Connected Email

0 upvote

1 Reply

Accepted solution

kennedyp

Community Manager

November 22, 2024 17:00

Hey @Ldennis23 ! Thanks for your post. HubSpot does have rolling daily sending limits for connected emails based on email provider limits...read more

MWILLAERT on November 21, 2024

Outlook Extension well configured but no emails are consigned at contact record level

I have well connected my personnal account I have well setup the Outlook extension + chrome extension as I can see contact info in the right bar when I'm redacting an email? I'm receiving notifications on my phone that these emails have read more

Reply Connected Email

0 upvote

1 Reply

kennedyp

Community Manager

November 21, 2024 15:29

Hi @MWILLAERT ! Welcome to the Community-- happy to have you here 😊 From what I understand, your Outlook extension is configured as expec...read more

Solved

JonAnd on November 13, 2024

New Outlook do not show deals

Hi, Plugin to Outlook Desktop fails over and over - and I guess you are moving forward to New Outlook. I got the App connected to New Outlook and can Create contact, track email and Log. But option to connect mail to a Deal do not exist. Ques read more

Reply Connected Email

0 upvote

2 Replies

Accepted solution

PamCotton

Community Manager

November 13, 2024 16:47

Hey @JonAnd , thank you for reaching out! Currently, the New Outlook version doesn’t support connecting emails to deals in HubSpot, so this ...read more

Jon_Buoy on October 21, 2024

Cannot change which fields are showing in HubSpot Sales Office 365 Plugin - About This Contact

I have tried customizing the record customization for the entire account, as well as customizing the properties of the About This Contact card on just my contact view page. Nothing I do changes what the fields that I see when I go to the HubSpot Sal read more

Reply Connected Email

0 upvote

2 Replies

Jon_Buoy

Member

October 22, 2024 09:21

Thanks for the suggestion, however this doesn't work, either. The default view has the About This Contact (default) card at the top, and this card,...read more

Solved

icmcg on October 19, 2024

Not automatically logging-in

I run the HubSpot extension for Outlook on Windows 11 Pro. It works fine, apart from always starting with an 'Updating Office customization' dialog box, and requiring me to log-in every time I close and re-open Outlook (and not just after, for examp read more

Reply Connected Email FREE Settings

0 upvote

1 Reply

Accepted solution

Shadab_Khan

Key Advisor | Elite Partner

October 20, 2024 03:16

Hi @icmcg , Yeah, I’ve actually run into similar issues before with HubSpot’s integration with Microsoft Office tools—it’s always been a bit ...read more

SauceBoss on October 10, 2024

Old Outlook vs New Outlook

Starting with history that may be helpful to others. My question is at the end of this post. 😀 I just finished helping a client switch back to "Old Outlook" because the sales extension is not working with the "New Outlook" but in that proces read more

Reply Connected Email

0 upvote

1 Reply

kennedyp

Community Manager

October 10, 2024 15:13

Hey @SauceBoss ! Good question. HubSpot makes lots of changes, so the best way to stay on top of announcements about the sales extension is likely...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

GiantFocal

Top Contributor | Partner

August 29, 2024 10:49

Hi @IHorman3 , This issue doesn't occur for me or my team. Can you double-check if this problem is specific to one browser/device or if it happ...read more

JWeiner on July 30, 2024

Inbound emails not logging suddenly

Hello, I've been using the free version of Hubspot for a few months now. Until now, I haven't had many issues that I couldn't troubleshoot on my own. I'll describe my situation and hopefully based on that description you can explain what's caus read more

Reply Connected Email FREE

1 upvote

6 Replies

DianaGomez

Community Manager

August 01, 2024 08:47

Hi @JWeiner , Thanks for the details and screenshot. Let's seek guidance from a few experts: Hello @LouiseHare , @Lucila-Andi...read more

Solved

KLee7 on July 30, 2024

Outlook Help

Hi, this problem has already been resolved please point me to the right topic to look into. We have some users when using the sales extension they are not seeing all of the texts. From the picture you can see that the last three panes the Deal read more

Reply Connected Email

0 upvote

1 Reply

Accepted solution

DianaGomez

Community Manager

July 31, 2024 09:14

Hi @KLee7 , Thanks for reaching out to the Community, I hope you are having a great day! From my understanding, this seems to be happe...read more

Solved

JMackenzie on July 23, 2024

Cannot connect personal inbox, error message says mailbox already connected as a shared mailbox

Hi all, We use Office 365 and the error message says "Email address is already connected as a shared inbox. This inbox must be removed before connecting as a personal inbox. SHARED_INBOX_INVALID_DOWNGRADE" I connected my personal inbox years ago read more

Reply Connected Email

0 upvote

3 Replies

Accepted solution

franksteiner79

Key Advisor

July 23, 2024 10:43

Hi @JMackenzie Shared inbox and personal inbox are two different things. Ideally you should never connect a personal inbox as a shared...read more

Solved

Hauser on July 16, 2024

email integration is very manual

Is there anyways to better automate the email integration I have with Hubsport and Office 365? Every morning I have to login to Hubspot and check the box to log into Hubspot. Is there anyway to set it so it automatically integrates the emails?

Reply Connected Email

0 upvote

1 Reply

Accepted solution

TylerMoll

Member

July 16, 2024 14:24

Hi @Hauser ! You can try the following: Ensure that your email integration in HubSpot is set to a persistent connection. This setting should kee...read more

Solved

LKenny4 on July 10, 2024

Emails Logged Against Incorrect Account

I've noticed a number of my emails sent directly from Outlook desktop (with Hubspot address in BCC) recently have been logged against the wrong account. For some reason it is associating these with the wrong prospect. Some only have the Associat read more

Reply Connected Email

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 10, 2024 07:04

Hi @LKenny4 , Without more details on the recipients of the emails, the records etc it's hard to say from a distance what exactly is happening...read more

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