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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

Reply Announcement

16 upvotes

0 Reply

Solved

Dramons on September 04, 2024

Sales Extension not carrying over contact details into Hubspot (only email adress)

Dear community, when trying to create a new contact in Hubspot by using the Outlook Sales Hub Extension (desktop version) and filling in all contact information, the information is not carried over into the CRM contact entry. Only the email addr read more

Reply Contacts

0 upvote

2 Replies

Accepted solution

KhushbooRevOps

Participant

September 04, 2024 16:09

Hi @Dramons , If the Outlook Sales Hub Extension only transfers the email address to HubSpot, 1. Ensure all contact details are set to sync in...read more

Solved

IPovey-Hall on July 01, 2024

Adding contacts creating duplicates

When I am adding contacts to HubSpot from outlook with the HubSpot sales plug in it is creatinging duplicates instead of matching them to the contact records I already have the contact records i alreacy have on hotspot has first name and second read more

Reply Contacts

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 01, 2024 07:04

Hi @IPovey-Hall , HubSpot deduplicates by email address: https://knowledge.hubspot.com/records/deduplication-of-records Without email ...read more

Solved

ZAHoopes on April 18, 2024

Update Property of Multiple Contacts with Email Plugin

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

Reply Best Practices Connected Email Contacts CRM Integrations

0 upvote

6 Replies

Accepted solution

danmoyle

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

Track Meetings with not yet built contacts

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

Reply Contacts CRM Meetings Professional Reports

0 upvote

1 Reply

BérangèreL

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

Solved

LMolinari1 on October 18, 2023

Outlook Hubspot Contact not synchronized

I tried several times to synchronize my contacts Hubspot with my Outlook Database, but columns aren't fit. For example, the column "category" which appears in hubspot is not detected in Outlook.

Reply Contacts

1 upvote

2 Replies

Accepted solution

Jigar_Thakker

Key Advisor | Diamond Partner

October 18, 2023 10:27

Hey @LMolinari1 I understand that you are facing an issue with your Outlook contact sync with HubSpot, For this, you need to add new fiel...read more

Solved

TChappell5 on October 17, 2023

Logging meetings from Outlook into HubSpot

Is there a way to log a meeting that is already on my Outlook calendar into HubSpot or a way when I'm creating an Outlook Calendar Invitation to log that into HubSpot? Thank you!

Reply Contacts

1 upvote

2 Replies

Accepted solution

Jigar_Thakker

Key Advisor | Diamond Partner

October 17, 2023 11:46

Yes @TChappell5 you can log a meeting that is already on my Outlook calendar into HubSpot Outlook Calendar sync with HubSpot allows you t...read more

alexagatiss on April 10, 2023

Efficient process for lots of contacts no longer with company

For contacts that are no longer with the company, we have a property with "Yes" and "No" that can be checked. I am looking for an efficient way update information in HubSpot after marketing email sends. Our industry has a lot of turnover, so aft read more

Reply Best Practices Contacts

1 upvote

1 Reply

PamCotton

Community Manager

April 11, 2023 10:06

Hello, @alexagatiss Happy Tuesday! I want to ask a few experts to share their thoughts here: @louischausse , @Aakar , @Dan1 any recom...read more

Solved

EJoyce2 on October 18, 2022

Forward email I sent from a contact to another contact and included BCC did not create new contacts

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

Reply Connected Email Contacts Sales

0 upvote

1 Reply

Accepted solution

karstenkoehler

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

Solved

JonDobson on March 30, 2022

contact detail not showing in 365 addin

Using 365 outlook hubspot sales addin on outlook webapp (not desktop) and the contact detail ('view contact') is not showing any detail for the contact of the email that is selected in outlook. Anyone else having this problem? My colleague is also h read more

Reply Contacts

0 upvote

3 Replies

Accepted solution

Olivia_Bagnall

Guide | Platinum Partner

March 30, 2022 17:18

@JonDobson Hey Jon! I just tested on my own o365 web version and had no issues. If you and your colleague are both experiencing it then it is like...read more

Solved

Jakim on October 14, 2021

How can we assign certain company when one contacts have connected with more than 2 companies?

We see the case that some person in charge is in charge for more than 2 companies. It usually can be seen at Chain hotel or Consultant contacts who works with several clients companies. We can assosiate the contacts information with more than 2 read more

Reply Contacts

0 upvote

1 Reply

Accepted solution

webdew

Guide | Diamond Partner

October 15, 2021 04:15

Hi @Jakim , You can create the email from respective company : https://prnt.sc/1w82w2u Hope this helps! If we were able to answer you...read more

Solved

AH4991 on July 07, 2021

Outlook Extension not automatically populating information fields when adding contacts

Hi there! When I go to add a contact to HubSpot from my Outlook extension, it isn't taking the information from the contacts signature to automatically populate the contact fields. Is there a simple fix in the settings for this?

Reply Contacts

0 upvote

5 Replies

Accepted solution

AH4991

Member

July 08, 2021 07:29

Thanks @Josh your response led me to find this page which solved everything: https://knowledge.hubspot.com/connected-email/automatically-populate-...read more

Solved

KSoller on February 10, 2021

Deals Filter

I have contractors who do a lot of little jobs. I want the ability to keep track of these jobs even after they are complete. We are the first contact on a constrtuction project and these jobs need to be active through a long 1-2 year lifecycle. Ca read more

Reply Contacts Deals Developer

0 upvote

2 Replies

Accepted solution

KSoller

Participant

July 31, 2021 12:47

I would love to see this deals filter (see photo 1), right next to the DEALS section on a contact page: This way I can only show the deals that are ...read more

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