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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

14 upvotes

0 Reply

CThiele on November 05, 2024

Coefficient exports custom object pipline stages as numbers instead of the name

Hello, Currently, we are trying to implement the Coefficient Add-In to connect HubSpot with Excel. In the past, we exported all the data directly from HubSpot, and it worked as intended. Now, we want to use Coefficient to automate this process. Unf read more

Reply Integrations

0 upvote

2 Replies

Keegan4123

Member

November 08, 2024 19:47

Just adding this integratiion to our stack now. Had a minor issue and their internal support chat was very helpful and fast. Have you reached out?

Solved

DarrenSimons on October 31, 2024

Okta SSO integration issues with Outlook add-in

We are running into an issue with two factor authentication for our Hubspot Outlook add-in and I wondered if anyone else has seen similar, or has some suggested workarounds. Our corporate setup is to use Okta 2FA and I have been able to set this read more

Reply Admin Best Practices Integrations Workaround

1 upvote

3 Replies

Accepted solution

DarrenSimons

Participant

October 31, 2024 18:35

Thanks @PamCotton . I have found another workaround which partly works, which is to to force Microsoft logon on signing in. This seems to work for...read more

Solved

ANikolic2 on October 29, 2024

The HubSpot plugin in for Outlook is inferior to Gmail.

Hello HubSpot Community, Recently, our company made a transition from Gmail to Outlook. It was not ideal, but for various reasons, we had to do it. Anyway, since the transition, we have had various problems with the HubSpot extension. Just to m read more

Reply Best Practices Enterprise Integrations Sales Workaround

0 upvote

2 Replies

Accepted solution

franksteiner79

Key Advisor

October 30, 2024 03:59

Hi @ANikolic2 Totallz understand the frustration but would lay the blame here squarely at MSFT, see this article : Frank

Steve1985 on October 07, 2024

Outlook integration failed

Hi - I previously used Hubspot with an Outlook integration and it worked fine. It's been a few years since I've used this Hubspot/Outlook combo and from what I read online, this extension doesn't work with the new Outlook. However, there is a new read more

Reply Integrations

1 upvote

3 Replies

Steve1985

Member

October 11, 2024 15:24

I did reach out and they advised me to reach out to the community here!?!

Solved

Antonimo on September 02, 2024

Required to Login Every time using HubSpot Sales add-in for Office 365

HubSpot Sales have advised using the HubSpot Sales add-in for Office 365 add-in for tracking e-mails in Outlook for Desktop in Windows. It is set up and works fine, but every time I start Outlook I have to login again.

Reply CRM Getting Started Integrations

0 upvote

8 Replies

Accepted solution

Jnix284

Hall of Famer

September 02, 2024 08:25

@Antonimo I've seen this pop-up a few times here in the community and can only imagine how frustrating it is to have to login over and again. Based...read more

Solved

Maragosta on June 27, 2024

HubSpot plugin for OUtlook too big - teams dont want to use it

Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them tell me that they dont like to use it because the plugin is read more

Reply Connected Email CRM Integrations

2 upvotes

4 Replies

Accepted solution

isaberg

Participant

August 29, 2024 12:31

I just had an exchange with HubSpot support about this. I determined that the best thing for our small business was to activate automatic logging a...read more

Solved

Maragosta on June 27, 2024

The Hubspot plugin for Office 365 disconnects permanently

Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them, tell me that their plugin disconnects very regularly, req read more

Reply Connected Email CRM Integrations

1 upvote

6 Replies

Accepted solution

Maragosta

Contributor

July 08, 2024 06:37

Hello @Gaurav_Aggarwal ; thank you for your response. Our IT team found this article and will try to implement this : https://knowledge.hubspot.c...read more

Solved

CostaArvan on June 06, 2024

How to upload emails into HubSpot and associate it with a Contact

I am a mortgage broker and I have created my clients as contacts in HubSpot. Now for each client i am usually emailing the client, the bank and a solicitor. HubSpot picks up the emails from the client and myself and adds it into the clients contact read more

Reply FREE Integrations

0 upvote

1 Reply

Accepted solution

matthew-aire

Contributor

June 06, 2024 04:26

Hi @CostaArvan When sending an email from Outlook and using the HubSpot plugin, where you see the Log & Track checkboxes you can click the...read more

Solved

PAtlan on June 04, 2024

Capturing attachments

It seems that when creating a deal from the Outlook HubSpot sidebar, the attachments from the email are not carried over into the deal, nor when simply associating and email with a contact. My problem is, even if the association is not automatic, read more

Reply Integrations

1 upvote

3 Replies

Accepted solution

matthew-aire

Contributor

June 04, 2024 10:26

Ah sorry let me try and re-find them. They basically echo your troubles of emails logging attachments, and/or to the correct Objects in HubSpot. And ...read more

Solved

ZAHoopes on April 18, 2024

Update Property of Multiple Contacts with Email Plugin

When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles? I' read more

Reply Best Practices Connected Email Contacts CRM Integrations

0 upvote

6 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

April 23, 2024 10:08

@ZAHoopes hi! Another idea for this might be to send the email through a workflow, then edit the property as the second step. Here's an example of ...read more

Solved

mrfixit on February 27, 2024

Outlook 365 extension needs login in and only tracks outbound emails

Hi I have Outlook 365 extension installed and setup on my Outlook (new) client. The sidebar is active whenever I send, or reply to an email and the emails are captured into Hubspot, but if I exit Outlook and start it again, I have to login to the read more

Reply How-To Integrations

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

February 27, 2024 03:29

Hi @mrfixit , Yes, this is expected behavior. The sales extension does not automatically log incoming emails, only your sent emails and replie...read more

Solved

WAumayr on February 02, 2024

Outlook365 extension only working on primary of multiple accounts

How to deal with multiple Outlook365 accounts and extension should be working for a secondary account only! currently the add in works only if the account the extension is installed with is the primary account of my outlook365

Reply Integrations

1 upvote

9 Replies

Accepted solution