Outlook Sales Extension

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sjudson on December 04, 2023
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
9 upvotes
0 Reply
CostaArvan on June 06, 2024
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
0 upvote
1 Reply
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
PAtlan on June 04, 2024
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
0 upvote
3 Replies
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
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
Accepted solution
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
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
0 upvote
3 Replies
Accepted solution
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
WAumayr on February 02, 2024
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
1 upvote
6 Replies
Member
February 14, 2024 17:06
No real helpful answer from the HubSpot community so far! New outlook addin only works for primary mailboxes!
HunterHawley on January 31, 2024
Hi all, I am currently working with a holding company that has two company identities underneath it. Everyone is using Outlook on their Windows machines and is getting email from both sub-companies through one single Outlook app on their computer. read more
0 upvote
2 Replies
Member
February 01, 2024 10:57
@Jigar_Thakker I am afraid this might be the right answer... there is no way this will work though. Anybody would have a very hard time keeping all...read more
Solved
teresedawn on January 18, 2024
I am using the HS add-in on outlook for Mac (version 16.81). It was working fine earlier today, but suddenly get the notification: Tracking turned off. Unable to add tracking to your email. This is most likely due to a conflict with another add-i read more
3 upvotes
3 Replies
Accepted solution
Participant
January 18, 2024 20:54
I'm running into the same problem on my Macbook. The answer I got from support it quoted below. I will tell you my quick fix has been to use outl...read more
srobin54 on January 09, 2024
hi, jjust wondering if i am the sole person having to re enter the login and password in that outlook extension every single day.. that was the reason i removed the extension in the 1st place..then i reinstalled it, but now that is again super annoy read more
0 upvote
2 Replies
Contributor
January 09, 2024 09:27
we are receiving the same complaints from some of our users. I see it with the website itself, i have to login every day regardless of whether or not...read more
ESimundza on December 12, 2023
In my Contact Profiles sidebar, the Timeline will show which marketing emails the contact received that were sent through Hubspot, but it will not show the emails that I sent through Outlook and logged using the add-in. When I click from Contact Pro read more
0 upvote
3 Replies
Member
December 14, 2023 12:12
I may have replied in the wrong place. Do you have any suggestions based on my screenshot?
SKrauland on November 17, 2023
Hello everyone, My company just switched from using google to host our email to microsoft. When we were using google and I had gmail and the gmail sales extension, whenever I'd get an incoming email that was NOT a reply to an outgoing email (i.e read more
0 upvote
3 Replies
Community Manager
November 20, 2023 10:15
Hi @Shadab_Khan , I hope that you are well! Thank you for your help 🙂 Yes, you can retroactively log emails you've sent directly in your inbox....read more
Solved
ozzge on November 14, 2023
We have been using the integration however more than a week 5 of my team members cannot integrate both calender and email... Nothing changed on our side, but constantly seeing this message
0 upvote
1 Reply
Accepted solution
Key Advisor
November 14, 2023 07:34
Can you check what is suggeted in this post: https://community.hubspot.com/t5/Outlook-Sales-Extension/Unable-to-successfully-connect-email/td-p/8516...read more
Solved
nicmarjudd on October 17, 2023
I'm trying to help a client install Outlook Sales Extension to her Outlook account, but it keeps causing her computer to slow down tremendously. The install works when she first does the integration, but over a few hours, she can't type an email wit read more
0 upvote
1 Reply
Accepted solution
Community Manager
October 17, 2023 18:51
Hello @nicmarjudd , Thank you for reaching out. I hope you're having a great day. I have completed an internal evaluation about thi...read more
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