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Outlook Sales Extension

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  • Most Upvoted
  • READ ME FIRST: How to Fix Common Outlook Errors
    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:...
    Discussion CRM Email Tracking Outlook
    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
    Sales Hub add-in for Office 365 Outlook Web Access does not work in Vivaldi browser
    shochdoerfer on July 14, 2021
    0 upvotes
    2 Replies
    When trying to open the Sales Hub app in Office 365 Outlook Web Access in the Vivaldi browser (version 4.0.2312.38) on Windows 10, I get an error message that the add-in cannot be started. When opening the add-in via the Edge browser, everything i...
    Discussion Developer
    shochdoerfer
    Participant
    July 14, 2021 23:37
    Thanks for pointing this out. I was hoping that Vivaldi, since being based on Chrome, would also work. Will switch to Edge for now for Office Web...
  • Install Hubspot sales for Outlook on a terminal server
    MJungo on May 31, 2021
    0 upvotes
    1 Replies
    Hello ! We would like to install Hubspot sales for Outlook on a terminal server. Is that possible ? If yes, what is the procedure ? Thanks !
    Discussion Developer
    natsumimori
    Community Manager
    May 31, 2021 22:34
    Hi @MJungo , HubSpot Sales is not supported on terminal server environments. This is the knowledge base article I checked: Install HubSpot...
  • Associating the appropriate deal with the HubSpot Outlook Addin
    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...
    Discussion Deals Developer
    TiphaineCuisset
    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
    Deals Filter
    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...
    Discussion Contacts Deals Developer
    KSoller
    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 ...
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