Outlook Sales Extension

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SFrench en Abril 02, 2024
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 Leer más
Administrador de la comunidad
Abril 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...Leer más
SJamieson75 en Marzo 11, 2024
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 Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Marzo 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...Leer más
matheus_jiran en Diciembre 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. Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Diciembre 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...Leer más
BHörmann en Diciembre 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 Leer más
0 Me gusta
2 Respuestas
Diciembre 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...Leer más
EDMaster en Noviembre 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 Me gusta
1 Respuestas
Administrador de la comunidad
Noviembre 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...Leer más
TimBNO en Octubre 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 Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Colaborador líder | Partner nivel Platinum
Octubre 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 ...Leer más
CGrzenkowski en Agosto 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 Leer más
2 Me gusta
4 Respuestas
Accepted Solution
Agosto 24, 2023 03:35
Thanks for the responses gentlemen - Reinstalling the AddIn seems to have fixed it!
ArieleSgheiza en Julio 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 Me gusta
6 Respuestas
Accepted Solution
Asesor destacado | Partner
Julio 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 ...Leer más
RToole en Junio 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 Leer más
0 Me gusta
1 Respuestas
Accepted Solution
Asesor destacado
Junio 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...Leer más
AmandaAdams en Junio 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 Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Junio 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...Leer más
Shanmac0803 en 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | 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...Leer más
KDesJardin en Marzo 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 Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
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