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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

16 upvotes

0 Reply

Solved

CAndresen on October 25, 2024

Feature request: Add recurring meetings from calendar in HubSpot

Hi, I would love it if is was possible to automatically sync recurring meetings fra Outlook / Gmail Extension to HubSpot. There are a lot of meetings with customers that is recurring, and its not optimal that they are not synced to HubSpot if th read more

Reply Meetings Sales

2 upvotes

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

October 25, 2024 05:47

Hi @CAndresen , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more

Koala28 on April 18, 2024

Track Meetings with not yet built contacts

We primarily use the Outlook/Office 365 add ins for scheduling meetings. We want to be able to track meetings with contacts that have not yet been built in HubSpot. By default, I know that the Calendar Sync function will only attach meetings sent fr read more

Reply Contacts CRM Meetings Professional Reports

0 upvote

1 Reply

BérangèreL

Community Manager

April 19, 2024 06:23

Hi @LKol17 , I hope that you are well! Thank you for asking the Community! I'd like to share this article " Create or log activities on a recor...read more

Solved

ABellini on March 22, 2024

Registrazione riunioni Outlook su Hubspot

Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie

Reply Meetings

1 upvote

2 Replies

Accepted solution

Lucila-Andimol

Thought Leader | Platinum Partner

March 22, 2024 14:58

Ciao @ABellini Sì, per sincronizzare le riunioni con HubSpot è necessario collegare il calendario. Ecco un articolo su come farlo https://k...read more

Solved

cmepaiva on January 21, 2024

How to change my own calendar/meeting alert?

I don't want to know how to adjust email reminders, as I've seen countless posts about that. This question is regarding my own calendar alerts/reminders, not the email reminder that the client receives. I prefer my personal calend read more

Reply Meetings Notifications

0 upvote

2 Replies

Accepted solution

Jnix284

Hall of Famer

January 21, 2024 19:09

Hi @cmepaiva I've checked the individual meeting settings and the global meeting settings and couldn't find an option to change the default notifi...read more

Solved

dc-usa on June 18, 2021

Disable automatic meeting creation from extension

Right now, the extension seems to add a meeting to CRM with all the online meeting info. There are 2 downsides to this: It clutters the timeline with future meeting information (meetings that have not happened yet) It "logs" a meeting, but there read more

Reply Meetings

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

June 20, 2021 10:54

Hi @dc-usa , I agree that these would be useful settings to have but, as far as I know, that's not possible at this stage. HubSpot will automa...read more

Solved

RLandolt on May 05, 2021

Scheduling a meeting in Office 365 for a separate user

Hi all, we have a call center that sets up and schedules meetings for sales reps in the field. The call center have read/edit permissions on all the rep's calendars in O365, and use the Scheduling Assistant to find available times to make appointmen read more

Reply Meetings Sales

1 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

May 06, 2021 00:26

Hi @RLandolt , Yes, appointments in the calendars of your sales reps should show up as meetings on the contact record timeline in HubSpot. The...read more

Solved

sam_calder on June 18, 2020

Retrospectively logging Outlook emails / calendar events to CRM records

Is there a way of creating a log of an incoming email or calendar event without bcc’ing the unique HubSpot reference email? I have the HubSpot Sales Tools plug in for Outlook 365 but can't seem to find an obvious way of doing this retrospectively. read more

Reply Meetings Tracking & Logging

0 upvote

4 Replies

Accepted solution

AdamLPW

Key Advisor

June 19, 2020 06:27

Hi @sam_calder , No worries. I would only use this option for retrospectively logging emails, rather than calendar events. If you've g...read more

Solved

BookMarker on November 27, 2019

How to ask for the Phone Number of those booking a Meeting on Integrated Calendar

The Calendar Integration w/ Outlook, where a candidate can book a phone call works well. The problem is there is nowhere for them to input their phone number so it takes several more steps to get that info from them. Is there a way to request th read more

Reply Meetings

1 upvote

2 Replies

Accepted solution

MFrankJohnson

Thought Leader

November 28, 2019 02:12

>>" How to ask for the Phone Number of those booking a Meeting on Integrated Calendar? " We can customize form questions when creating/edi...read more

Solved

Jiri_Holoubek on May 03, 2019

Hubspot tasks should create calendar item in Outlook

Hi all. I am looking for a functionality, which would create for each task I have done in hubspot (e.g. follow up with customer) an item in my Outlook calendar. Ideally it should be a calendar item which doesn't block my time for meetinings read more

Reply Meetings

0 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 17, 2021 11:46

Hi @Jiri_Holoubek , There is an update on this! Tasks created in HubSpot can be synced onto Google and Office 365 calendars: Curr...read more

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