Outlook Sales Extension

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sjudson en Diciembre 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 Leer más
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0 Respuestas
Koala28 en Abril 18, 2024
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 Leer más
Administrador de la comunidad
Abril 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...Leer más
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ABellini en Marzo 22, 2024
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
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Accepted Solution
Líder intelectual | Partner nivel Platinum
Marzo 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...Leer más
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cmepaiva en Enero 21, 2024
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 Leer más
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2 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Enero 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...Leer más
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dc-usa en Junio 18, 2021
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 Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Junio 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...Leer más
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RLandolt en May 05, 2021
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 Leer más
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3 Respuestas
Accepted Solution
Miembro del salón de la fama | 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...Leer más
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sam_calder en Junio 18, 2020
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. Leer más
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4 Respuestas
Accepted Solution
Asesor destacado
Junio 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...Leer más
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BookMarker en Noviembre 27, 2019
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 Leer más
1 Me gusta
2 Respuestas
Accepted Solution
Líder intelectual
Noviembre 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...Leer más
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Jiri_Holoubek en May 03, 2019
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 Leer más
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5 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Agosto 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...Leer más
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