Outlook Sales Extension

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PBoyd on February 29, 2024
When creating a contact from within the Outlook sales side panel, it doesn't seem to prompt you to apply the phone number formatting (+44 (0) ); apparently it does in the Google sidebar... does anyone else's Outlook do this also? Using O365 outlook read more
0 upvote
1 Reply
Community Manager
March 01, 2024 05:53
Hi @PBoyd , Thank you for reaching out to the Community! To better understand and diagnose the issue with phone number formatting in the...read more
CWilliams70 on February 26, 2024
One of the users in my organization has been logging emails manually using the BCC address (not the Outlook integration). I have confirmed he is using the correct email address, yet his emails are not being logged to either the contact or company, h read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 27, 2024 11:41
Hey @CWilliams70 So maybe there is a problem on how the HTML is built up in your external email. This might be consider as spam for HubSpot. ...read more
MRichter1 on December 19, 2023
Hi community, I have an issue due to the template analytics in hubspot. If I am using a template in hubspot and send it to a contact, hubspot notice it and shows the use of the template in the template analytics part. So fine and perfect. read more
1 upvote
1 Reply
Key Advisor | Diamond Partner
December 19, 2023 04:20
Hey @MRichter1 As per my Knowledge, If you are using the HubSpot Sales Outlook add-in to send emails with templates, the template usage will...read more
Talui on December 14, 2023
Hi, My Hubspot to outlook connection isn't working. I'm using Outlook on Chrome. I've already updated Chrome and relaunched it, done reconnection n the Integration tab in Hubspot, and still getting the extension "thinking" without opening the read more
0 upvote
1 Reply
Key Advisor | Diamond Partner
December 14, 2023 10:15
Hey @Talui Hubspot to Outlook connection not working would be an incorrect Exchange URL, an outdated Exchange server, incorrect credentials,...read more
CGHanson1 on December 12, 2023
HubSpot Sales prompts login every time Outlook on desktop is opened
0 upvote
3 Replies
Community Manager
December 14, 2023 11:49
Hi @CGHanson1 , Thanks for letting me know. I can see that you have an ongoing ticket with our support team, and their suggestion is f...read more
AMoinon on December 12, 2023
Hi, I am experiencing challenges related to account ownership and HubSpot notifications in my Outlook, prompting me to reach out with a few questions. Situation: In HubSpot, I serve as the account owner for several companies. Even if I read more
0 upvote
1 Reply
Most Valuable Member | Diamond Partner
December 12, 2023 15:11
Hi @AMoinon , happy to help with your questions about HubSpot notifications. By default, many of the notifications are automatically turned on...read more
matheus_jiran on December 07, 2023
I have some emails that use Email Custom Modules to display customized headers and footers displaying very weirdly when the email is opened on the Office365 App for Windows. The width of the elements get messed up and the colors change as well. read more
0 upvote
1 Reply
Community Manager
December 07, 2023 17:02
Hello @matheus_jiran , thank you for posting in our Community! There are a few reasons you could be seeing this issue. Web standards have been...read more
EDMaster on November 16, 2023
Our company migrated from Google to 365. With Gmail, we would be able to create a task while composing an email to follow up in a few days by default. I'm not seeing the same feature in Outlook. Is that by design, or am I missing something?
0 upvote
1 Reply
Community Manager
November 17, 2023 06:28
Hi @EDMaster , Thank you for reaching out to the Community! You should be able to create tasks from the contact profile in the HubSpot Sal...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
SnyderSD on October 04, 2023
When I am prompted to login to HubSpot via the Outlook extension, I am given the opportunity to select either our production HubSpot environment (Sales Professional), or the Developer environment (Developer) I've set up. I always select "Sales Profe read more
0 upvote
3 Replies
Accepted Solution
Community Manager
October 04, 2023 14:40
Hi @SnyderSD , Thank you for your inquiry. I found this accepted solution from our champion @karstenkoehler in a similar thread: Wr...read more
Solved
Stitchko on May 30, 2023
Hi, I'm SuperAdmin in this account, and I have a problem with the user's email. The user is looking at her emails in Outlook web. New i ncoming emails are not tracked, therefore are not visible nor registered in HubSpot. With outgoing mails, read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 30, 2023 08:06
Hi @Stitchko , Net new incoming emails are generally not being tracked – only replies to tracked emails (sent from the CRM, using the sales ex...read more
AmeyC on May 18, 2023
Two of our company's users are finding their Outlook PC apps are randomly disconnecting them from HS. Now, one of them gets an error message stating that there is a problem saving the associations.
0 upvote
1 Reply
Community Manager
May 19, 2023 13:43
Hi @AmeyC , Thanks for reaching out to the Community! I can see that you worked with our Support team on this matter. I would recommen...read more
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