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Outlook Sales Extension

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sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more

Reply Announcement

16 upvotes

0 Reply

Solved

CJWhiteNZ on March 02, 2017

Hubspot Sales Widget adding Contacts to CRM

Iv'e been using the widget app for windows that tracks emails and current online usage of contacts. A really annoying feature of this is that it automatically adds any emails that you track as contacts on hubspot. this feature is quiate bad when y read more

Reply Email Tracking Settings

1 upvote

1 Reply

Accepted solution

nicolebrenner

HubSpot Employee

March 13, 2017 16:17

Hi @CJWhiteNZ , this sounds like it's happening because you are logging your emails to the CRM. If you turn off the "log in CRM' feature when sendin...read more

Solved

opsstaffing on March 01, 2017

Outlook emails not logging into CRM

Hello, I am using the free version of hubspot sales, and send my emails through the Outlook aplication on my computer. None of my emails are logging with my contacts or companies. I know there were recent outages could some one please advise on how read more

Reply Email Tracking Outlook

0 upvote

21 Replies

Accepted solution

BrettLanguirand

HubSpot Employee

March 09, 2017 12:29

Hello @opsstaffing , I'm sorry to hear you're experiencing difficulty logging emails on contact/company records in the CRM. Can you please ve...read more

Solved

gfruchtman on February 28, 2017

Tracked emails haven't been showing up

Typically Hubspot activity stream works well. Today, I sent two emails. One showed up in the stream, two did not. So, it makes me question whether the email "went" from outlook or not, but it is not showing in my stream. Thoughts?

Reply Email Tracking

0 upvote

2 Replies

Accepted solution

BrettLanguirand

HubSpot Employee

March 07, 2017 13:31

Hello @gfruchtman , Are the emails in your sent folder in Outlook? If so, the emails should have been successfully sent. If they are in draf...read more

Solved

Mathis on February 01, 2017

Pages load time very slow

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

Reply Account Companies Contacts Dashboards Deals Documents Email Tracking Gmail Messages Notifications Outlook Prospects Sequences Settings Tasks Templates

1 upvote

1 Reply

Accepted solution

relabidin

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

prozakis on January 22, 2017

email tracking plugin ruins performance of outlook 2016 (for desktop PC)

After we installed the email tracking plugin in Outlook 2016, the outlook app for desktop takes ages to load a new mail screen, or even worse to load the reply or forward screen. We uninstalled plugin and office and and re-installed. No differen read more

Reply Email Tracking Outlook

4 upvotes

63 Replies

Accepted solution

AdamLPW

Key Advisor

August 27, 2020 04:16

Hi @miles267 , This worked for me - Here's some more instruction on how to uninstall the O365 add-in ( Link ) and how to insta...read more

Solved

dalepollard on January 03, 2017

Logged emails not counting as activities

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

Reply Deals Email Tracking Outlook

1 upvote

4 Replies

Accepted solution

BrettLanguirand

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

Tom on October 27, 2016

READ ME FIRST: How to Fix Common Outlook Errors

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: read more

Reply CRM Email Tracking Outlook

13 upvotes

2 Replies

Tom

HubSpot Product Team

November 29, 2016 03:21

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 ...read more

Solved

Tom on October 27, 2016

Fixing Outlook Error "This process is being used by another process”

Press Ctrl+Alt+Delete On the screen that appears, click the "Start Task Manager" button In the Task Manager, click the Processes tab Find the process called Sidekick Tray WPF, click on it, and then click the "End Process" button. If a warni read more

Reply CRM Email Tracking Outlook Templates

2 upvotes

1 Reply

Accepted solution

Tom

HubSpot Product Team

November 08, 2016 11:00

Commenting to mark as answered.

Solved

Tom on October 27, 2016

Fixing Outlook Error "Login is unavailable at this time"

This issue is caused by an Internet Explorer configuration that is blocking the login. Please follow the troubleshooting steps found in this guide on the HubSpot Academy: https://knowledge.hubspot.com/articles/kcs_article/email-tracking/ read more

Reply Email Tracking Outlook Sequences

1 upvote

4 Replies

Accepted solution

Tom

HubSpot Product Team

November 08, 2016 11:00

Commenting to mark as answered.

Solved

Tom on October 27, 2016

Fixing Outlook Crashing with HubSpot Sales

Paste the following filepath into your Start menu: C:\Users\%Userprofile%\AppData\Roaming\Sidekick\ Remove all files in the folder that opens up Uninstall Sidekick (if you see two versions of the HubSpot Email add-in in your programs folder, plea read more

Reply CRM Email Tracking Outlook Sequences

2 upvotes

29 Replies

Accepted solution

Tom

HubSpot Product Team

November 08, 2016 11:00

Commenting to mark as answered.

Solved

Tom on October 27, 2016

Fixing Outlook Install "Value does not fall within expected range"

This also works for "Access is denied" or "The referenced assembly is not installed on your system" From the Windows Start menu, navigate to Computer (or "My Computer”) Navigate to C:\Users\YOUR-USERNAME\AppData\Local\Apps (If the read more

Reply Email Tracking Outlook Sequences Templates

2 upvotes

2 Replies

Accepted solution

Tom

HubSpot Product Team

November 08, 2016 11:00

Commenting to mark as answered.

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