Outlook Sales Extension

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matheus_jiran on December 07, 2023
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
0 upvote
1 Reply
Community Manager
December 07, 2023 17:02
Hello @matheus_jiran , thank you for posting in our Community! There are a few reasons you could be seeing this issue. Web standards have been...read more
BHörmann on December 05, 2023
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
0 upvote
2 Replies
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
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?
0 upvote
1 Reply
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
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
0 upvote
1 Reply
Accepted Solution
Top Contributor | 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
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
2 upvotes
4 Replies
Accepted Solution
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
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?
2 upvotes
6 Replies
Accepted Solution
Key Advisor | 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
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
0 upvote
1 Reply
Accepted Solution
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
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
0 upvote
1 Reply
Community Manager
June 13, 2023 14:55
Hi @AmandaAdams , Thanks for reaching out to the Community and for reporting this. I'm currently not seeing anything on our Status Page...read more
Solved
Shanmac0803 on May 12, 2023
Hello, I would like to log internal emails under contacts and or companies within the CRM. For example, Quotes, product delivery follow ups and or other inormation sent internally from other departments regarding the customer in the CRM but the c read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 12, 2023 13:38
Hi @Shanmac0803 , By default, the BCC and forwarding address will log emails under the recipient contact record (BCC) or the sender contact re...read more
Solved
KDesJardin on March 07, 2023
When making an email with outlook 365, hubspot will track my email but not log it into the CRM. I have everything checked and this function was working Friday before I left work and I noticed it not working sometime Monday. Does anyone know anything read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2023 11:09
Hi @KDesJardin , Could you confirm you're meeting all requirements for emails to log? https://knowledge.hubspot.com/email/log-email-replies-i...read more
BRussellPSP on March 06, 2023
I have companies already established in HubSpot. When my sales team utilizies Outlook for email, what is the process for creating that new contact record in HubSpot for a new contact on an existing company? Unfortunately, many of my customers have read more
1 upvote
3 Replies
Top Contributor | Platinum Partner
March 07, 2023 04:46
Hi @BRussellPSP , Aah, I understand better now. I think some manual work might be involved to start with. Hubspot will not change associations ...read more
GHull on September 15, 2022
I am currently using the Sales Outlook 365 add-in. In the case of logging a new contact that I'm emailing, is there way to customise the side-bar pop-up so that: 1) first/last name can be changed BEFORE the email is sent? 2) associated compa read more
0 upvote
1 Reply
Community Manager
September 16, 2022 04:22
Hi @GHull Thank you for reaching out! From what I can see in our knowledge base, you should be able to "Add to CRM" if the contact is ...read more
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