Outlook Sales Extension

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Solved
ZAHoopes on April 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' read more
Accepted Solution
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
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
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
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.
1 upvote
2 Replies
Accepted Solution
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
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!
1 upvote
1 Reply
Accepted Solution
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
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
1 upvote
1 Reply
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
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
Solved
JonDobson on March 30, 2022
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
0 upvote
3 Replies
Accepted Solution
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
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
0 upvote
1 Reply
Accepted Solution
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
JKao on September 28, 2021
So I sent emails from my Outlook for Mac with Hubspot add-in as shown below: However, when I checked the individual contact page on Hubspot, it showed that the emails were logged but not tracked: But I did ticked the "Trac read more
Community Manager
October 12, 2021 04:40
Hi @CSmith3 Thank you for your reply This is strange, can you send me a screenshot of this? Thank you! Best Tiphaine
Solved
AH4991 on July 07, 2021
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?
0 upvote
5 Replies
Accepted Solution
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
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
0 upvote
2 Replies
Accepted Solution
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
KJLUNDE on December 04, 2020
Has HubSpot created a solution to Outlook Add-In automatically creating contacts and leads for every email recipient for all outgoing emails? It appears the only options are to check/un-check the "Log Email," checkbox in settings and/or check/u read more
1 upvote
4 Replies
Contributor
January 06, 2021 10:42
Thanks for the reply. I've checked out the ideas thread and contributed there, I appreciate the suggestion. Bummer that O365 users don't get the sa...read more
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