Outlook Sales Extension

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Solved
KRosero on June 17, 2025
Hi! I have a few contacts that have multiple deals associated to them but the issue we've been seeing recently is when they send an email regarding a particular deal, HbSpot attaches it to all the deals associated to them. Is there an auto read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 17, 2025 12:48
Hi @KRosero , For one, you can define automatic activity defaults by following these steps: https://knowledge.hubspot.com/object-settings/con...read more
NJaramillo5 on February 18, 2025
I've seen several threads about this and still cannot find a solution. The extension consistently allows my team to log emails on the relevant Contact and associated Company, however, in most cases, there is no checkbox option to log the email on read more
0 upvote
1 Reply
Community Manager
February 18, 2025 17:43
Hi @NJaramillo5 ! Welcome to the Community-- happy to have you here 😊 Your account has access to HubSpot Support, so I recommend open...read more
Solved
LLWelly on January 13, 2025
Hi HubSpot Community, we have recently started using the Deals pipeline and we use the Outlook extension to log emails to contacts, companies and now also deals. For one of my team member, the email automaically logs to all deals that are currentl read more
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 00:21
Hi @LLWelly , This sounds like their log and track preferences and association defaults are not set up correctly. You can send them this artic...read more
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 | Elite Partner
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
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 Employee
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
1 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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