Outlook Sales Extension

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RRobinette on September 24, 2023
How do I uninstall Sales Tools from Outlook Desktop? All the posts and threads and instructions and whatnot I can find are about the Sales add-in, not Sales Tools.
0 upvote
3 Replies
September 25, 2023 10:50
But I have uninstalled the Sales add-in. I'm trying to clean the slate so I can make a training video for my team on installing and using, but I can'...read more
RNicol on September 12, 2023
Hi. Can I have some tips on how to reconnect my sales and service inboxes please? When I try and reconnect them, I get an error message saying 'Something went wrong'. Not sure if it's a 365 issue, or a Hubspot issue. Thanks in advance read more
0 upvote
1 Reply
Community Manager
September 13, 2023 16:55
Hello @RNicol thank you for posting in our Community! I want to share this knowledge base here with troubleshooting steps on the HubSpot Sales ...read more
MReyes123 on August 21, 2023
Hello Community~ I'm new to HubSpot and can't seem to correctly connect to Outlook. It shows that inbox automation is enabled, and I recieved an email confirming connection, but it won't pull in any emails. Oddly, it does pull in calendar invi read more
0 upvote
1 Reply
August 21, 2023 10:35
Hi, have you also installed the sales extention into your Outlook Inbox? The connection might be active from your HubSpot account, but without downl...read more
Smiley1 on August 04, 2023
I have this same issue with the Outlook add on, using Outlook Exchange server. The Hubspot Sales login box opens blank. The trouble shooting article doesn't seem to cover this eventuality.
0 upvote
1 Reply
Accepted Solution
Thought Leader | Elite Partner
August 04, 2023 10:39
@Smiley1 do you open a browser first and sign in there? Instead of signing in through Outlook, I think if you sign in through a web brower to HubSp...read more
EpicPilgrim on July 14, 2023
Are there plans to support tracking in the new Outlook for Mac? I'm trialling HubSpot at the moment and that is the critical feature I need working. I'm not going back to legacy Outlook though. Thanks!
0 upvote
3 Replies
Community Manager
July 21, 2023 13:20
Hi @EpicPilgrim , Thank you for pointing that out! Apologies for the oversight there. I've updated my original reply with a link to the...read more
JBrewerUnicargo on July 07, 2023
I find this absolutely insane. Once you log an initial email, there is no way at any point to stop the automatic logging of replies in the chain? You can't select or unselect an option to stop processing the rule? How is this possible? Can someone a read more
0 upvote
3 Replies
Community Manager
July 11, 2023 08:46
Hi @JBrewerUnicargo , Thank your for your product feedback, much appreciated! Regarding the creation of a new email, I would recommend creating a ...read more
RRice97 on June 14, 2023
We operate a shared email inbox for the majority of our sales team, which are then 'dragged' into folders that reflect our different sales territories. The emails are worked, quotes issued in our ERP system and then the emails archived when the enqu read more
1 upvote
2 Replies
Accepted Solution
Recognized Expert
June 14, 2023 08:47
Hey @RRice97 , thanks for reaching out! This is a great question. I'm not sure exactly how you're organizing and assigning conversations, but ...read more
GGallese on May 18, 2023
Hello, I have installed the office 365 addin and am able to open it when I write an email. I have set the settings so that both checkboxes for logging emails are checked. Emails get logged and the BCC is added ONLY when I have the hubspot panel read more
Community Manager
May 19, 2023 14:27
Hi @GGallese , Thanks for reaching out to the Community! The add-in is working as expected. In order to not have to click the add-in...read more
JDerathe on March 30, 2023
HI all, My outlook reception box is not connected to hubspot. How to fix it? Jerome  
0 upvote
1 Reply
Accepted Solution
Community Manager
April 10, 2023 16:58
Hi @JDerathe , hope you are doing well! This question was posted in the Ideas' forum, for that reason we did not see it until now. It was move...read more
alisonGCN on February 01, 2023
Hello there, Pretty new to HubSpot. We have a situation where one contact (an architect) is working with us on multiple deals (with different companies). When we write to the contact, using Outlook, HubSpot places the email into all associated de read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
February 01, 2023 13:03
Hi @alisonGCN , Unfortunately not, no. HubSpot has a certain logic for how activities are associated with records. For deals, for example, the...read more
Pedrodelamigo on January 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 read more
0 upvote
2 Replies
January 23, 2023 03:06
Hey Pam, Thank you for tagging others in this post, this is highly appreciated
EJoyce2 on October 18, 2022
I received an email from my coworker that I then forwarded to contacts and attached the BCC Hubspot email to this new email, as I wanted to create new contacts for the contacts I forwarded the email to. Hubspot did not create the new contacts. read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 18, 2022 09:49
Hi @EJoyce2 , HubSpot attaches the forwarded email to the record of the contact that is the sender of the email you're forwarding . The BCC...read more
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