Outlook Sales Extension

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sjudson 12月 04日, 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 続きを読む
6 いいね!
0 コメント
Koala28 4月 18日, 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 続きを読む
0 いいね!
1 コメント
コミュニティーマネージャー
4月 19日, 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...続きを読む
解決済み
ABellini 3月 22日, 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
1 いいね!
2 コメント
Accepted Solution
ソートリーダー | Platinum Partner
3月 22日, 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...続きを読む
解決済み
cmepaiva 1月 21日, 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 続きを読む
0 いいね!
2 コメント
Accepted Solution
最優秀メンバー | Elite Partner
1月 21日, 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...続きを読む
解決済み
dc-usa 6月 18日, 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 続きを読む
0 いいね!
1 コメント
Accepted Solution
殿堂入り | Solutions Partner
6月 20日, 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...続きを読む
解決済み
RLandolt 5月 05日, 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 続きを読む
1 いいね!
3 コメント
Accepted Solution
殿堂入り | Solutions Partner
5月 06日, 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...続きを読む
解決済み
sam_calder 6月 18日, 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. 続きを読む
0 いいね!
4 コメント
Accepted Solution
キーアドバイザー
6月 19日, 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...続きを読む
解決済み
BookMarker 11月 27日, 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 続きを読む
1 いいね!
2 コメント
Accepted Solution
ソートリーダー
11月 28日, 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...続きを読む
解決済み
Jiri_Holoubek 5月 03日, 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 続きを読む
0 いいね!
5 コメント
Accepted Solution
殿堂入り | Solutions Partner
8月 17日, 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...続きを読む
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