Outlook Sales Extension

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Solved
AH4991 on July 07, 2021
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 read more
1 upvote
2 Replies
Accepted Solution
Key Advisor
July 07, 2021 11:56
Hi @AH4991 ! No it does not appear that you can assign an existing Deal through the plug in. If you really want to start there, and you know there's...read more
KDenno on May 27, 2021
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 read more
1 upvote
1 Reply
Community Manager
May 28, 2021 05:00
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...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
Solved
Mathis on February 01, 2017
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 read more
Accepted Solution
HubSpot Alumni
February 02, 2017 12:14
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...read more
Solved
dalepollard on January 03, 2017
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 read more
0 upvote
4 Replies
Accepted Solution
HubSpot Employee
January 03, 2017 14:03
Hi @dalepollard , Thank you for your question. When you log an email in the CRM, it technically only logs on the contact record, but tha...read more
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