JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Outlook Sales Extension

Search Outlook Sales Extension for solutions or ask a question

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

12 upvotes

0 Reply

Solved

KMether on August 06, 2024

Hubspot Remote Desktop app?

Hi, does Hubspot have a remote desktop tool?

Reply Enterprise

0 upvote

6 Replies

Accepted solution

RSchweighart

Top Contributor

September 13, 2024 14:26

Hi @KMether , You may check out logging in as another user since it looks like you have an enterprise plan on one of the hubs. It's not quite ...read more

Solved

VLe5 on July 19, 2024

Automatically BCC'ing yourself or others

Hi, Does HubSpot have the capabilty of automatically BCC'ing yourself or others when creating an email through the CRM? I know that through the Outlook extension, Hubspot itself is automatically BCC'd to log and track emails, but just wondering read more

Reply Enterprise

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

July 19, 2024 12:07

Hi @VLe5 , For marketing emails yes, for sales emails no, unfortunately. https://knowledge.hubspot.com/marketing-email/set-up-a-complia...read more

SFrench on April 02, 2024

New / Web Version of Outlook M365 Does not generate auto BCC

The Auto BCC feature is in the old desktop version of the Salehub Extension, but does not appear to be a setting or a function within the NEW OUTLOOK experience for M365. Is this on the roadmap as a planned function to be added back? It is mak read more

Reply Admin Connected Email Enterprise Professional Sales Settings Workaround

0 upvote

3 Replies

DianaGomez

Community Manager

April 04, 2024 05:00

Hi @SFrench , I have been reviewing and I did not find any documentation on plans for this. However, I found a workaround that might be help...read more

Solved

SJamieson75 on March 11, 2024

Unable to create contact using outlook

I have a user who has been using the Outlook extension now for a few months. They have been able to add contacts from outlook successfully but recently this function seems to be restricted. I have had a look and cannot see any changes to the users p read more

Reply Enterprise

1 upvote

4 Replies

Accepted solution

SJamieson75

Participant

March 13, 2024 05:13

Hi there, Update on this. The user contacted HubSpot technical support who said this was a bug and they fixed it and so this now allows the contact...read more

matheus_jiran on December 07, 2023

Email displaying weirdly on Office 365 App for Windows

I have some emails that use Email Custom Modules to display customized headers and footers displaying very weirdly when the email is opened on the Office365 App for Windows. The width of the elements get messed up and the colors change as well. read more

Reply Enterprise Professional

1 upvote

2 Replies

Stoopoice

Member

June 27, 2024 08:34

I've run into similar issues with email display problems in the Office 365 App for Windows. It often comes down to compatibility quirks with how the ...read more

BHörmann on December 05, 2023

Issues with the web plugin

Two issues in the Outlook web version Issue 1: When composing a new Mail I can no longer choose if I want the conversation to be looged in Hubspot. Not even if I reply to a existing conversation. Since the plugin icon is not visible. I have to sen read more

Reply Enterprise

0 upvote

2 Replies

BHörmann

Contributor

December 06, 2023 01:48

Hey PamCotton The link you shared is for the destop version of Outlook. However, I do not have any other exentsions. We dont use alias mails and...read more

EDMaster on November 16, 2023

Creating Hubspot Tasks while composing an email (Gmail v Outlook)

Our company migrated from Google to 365. With Gmail, we would be able to create a task while composing an email to follow up in a few days by default. I'm not seeing the same feature in Outlook. Is that by design, or am I missing something?

Reply Enterprise Professional

0 upvote

1 Reply

MiaSrebrnjak

Community Manager

November 17, 2023 06:28

Hi @EDMaster , Thank you for reaching out to the Community! You should be able to create tasks from the contact profile in the HubSpot Sal...read more

Solved

TimBNO on October 11, 2023

Logging emails that you are copied on

I am having an issue logging emails that I am copied on. Say for instance an email is sent from someone in my company to one of my contacts and I am copied on it. The Outlook Hubspot Sales extension does not give me an option to log the email. If th read more

Reply Enterprise

0 upvote

1 Reply

Accepted solution

elizheleva

Guide | Platinum Partner

October 11, 2023 09:38

Hi @TimBNO , Is there a way for the person in your company sending the email to ensure that their Hubspot extension is working? This way, it ...read more

Solved

CGrzenkowski on August 23, 2023

Fonts changing, Body being deleted

For the last few day, I've been getting very irritating bugs with the Outlook Sales Add-in. When creating a new email or responding to an existing chain, once the addin loads it jumps to the body, deletes anything already typed, and changes my f read more

Reply Enterprise

2 upvotes

4 Replies

Accepted solution

CGrzenkowski

Member

August 24, 2023 03:35

Thanks for the responses gentlemen - Reinstalling the AddIn seems to have fixed it!

Solved

ArieleSgheiza on July 07, 2023

Attachments disappear when logging an email

Many people in my organisation are experiencing the same problem: when they log an email with attachments and send it, the attachments disappear. Is there any solution to this problem?

Reply Enterprise

2 upvotes

6 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

July 11, 2023 10:27

Hey @AKalkantova this would actually be down to your outlook configuration then. HubSpot doesn't sent or intercept the emails sent from your email ...read more

Solved

RToole on June 22, 2023

Latest Outlook Email Integration and Extensions

Hello, I spoke to hubspot support while trying to connect my outlook email to hubspot. I was unable to connect my email or at the extension in outlook. Hubspot support told me I have to go back to a previous version of outlook client and outlook read more

Reply Enterprise

0 upvote

1 Reply

Accepted solution

franksteiner79

Key Advisor

June 23, 2023 03:49

Hi @RToole When you say "I was unable to connect my email or at the extension in outlook" did you get an error message? If so, could you sha...read more

AmandaAdams on June 13, 2023

Send proposed meeting times in an email - BUG

When trying to send proposed meeting times in an email, there is an error that says "only available for contacts in CRM." The contact does exist in our CRM, so it appears to be a bug. It is an incredibly annoying bug so we have been troubleshooting read more

Reply Enterprise

0 upvote

2 Replies

OJonsson

Contributor

July 22, 2024 09:02

I see a similar issue with newly created contacts. When I create a contact that I just received an email from in the Outlook extension, I cannot add ...read more

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.