Outlook Sales Extension

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  • Tom on October 27, 2016
    13 upvotes
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    Tom
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • Solved
    AH4991 on July 07, 2021
    1 upvotes
    2 Replies
    I'm having some difficulty adding deals to contacts via the HubSpot Outlook extension. I have a large number of deals in HubSpot, however, none of them are available when I go to add them to a contact. All I can do is create a new deal, not assign a...
    Member
    July 08, 2021 04:15
    Hi @Crystal_Hopper thank you so much, that's very helpful! I'll post to the ideas board now.
  • KDenno on May 27, 2021
    0 upvotes
    1 Replies
    When emailing out of MS 365 with the HubSpot Add-In, you can add and change company and contact information, but you can't select the deal record that correspondance pertains to. Because we cannot select the appropriate deal record to record the com...
    Community Manager
    May 28, 2021 02:00
    Hi @KDenno Thank you for reaching out. This is not possible at this stage with the Outlook desktop add-in but this is possible with t...
  • Solved
    KSoller on February 10, 2021
    0 upvotes
    2 Replies
    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...
    Participant
    July 31, 2021 09:47
    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 ...
  • Solved
    Mathis on February 01, 2017
    1 upvotes
    1 Replies
    Hello, Since few weeks i am experiencing a very slow process about the loading time of the pages. Are you working on it? For exemple, i had to wait 10s to display the front page of community hubspot. I'm sure my internet connexion works pret...
    HubSpot Alumni
    February 02, 2017 09:14
    Hi @Mathis , I am sorry to hear you are having trouble loading pages. There are no known issues related to page load times at this mome...
  • Solved
    dalepollard on January 03, 2017
    0 upvotes
    4 Replies
    Hi all. New user here. My system is logging my emails sent from outlook to the relevant contact and deal however when I look at my deals screen I can not get it to show as an activity in the last activity property. Is there a way to either make lo...
    Contributor
    June 21, 2017 09:01
    This is very annoying... on the one hand you have training videos that encourage users to make view that track when a deal needs an acitivy logging a...
  • artemtour on December 19, 2016
    0 upvotes
    1 Replies
    how do i forward emails to a specific deal i have on hubspot ?
    HubSpot Alumni
    December 19, 2016 09:52
    Hi @artemtour , thanks for reaching out! As this article explains , emails that you forward to your forwarding address ([HUBID]@forward.hubsp...
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