Outlook Sales Extension

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mkinalski on June 27, 2023
How do I add HubSpot Add-ins in Microsoft BETA "New Outlook"? They eliminated the tab for all COM add-ins!!!
0 upvote
5 Replies
Accepted Solution
Top Contributor | Diamond Partner
June 28, 2023 04:24
Hello @mkinalski , While reading the new Outlook documentation , it seems that (quote) "To provide a more reliable and stable add-in experien...read more
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
TShoemaker on May 18, 2023
We have an employee using a Mac computer, using outlook app, and we are struggling installing the HubSpot add-in. Any thoughts?
0 upvote
2 Replies
Accepted Solution
Key Advisor | Partner
May 18, 2023 13:30
Hey @TShoemaker it looks like the outlook add-in with HubSpot is supported by windows only according to the knowledgebase article here: This add-...read more
AStetler on May 18, 2023
I use the Hubspot sales add-in and there are a number of issues with it. First, even though I always specify 'remember me', the password always has to be re-entered. Also, within the last few days it keeps logging out of hubspot so that for ever read more
0 upvote
1 Reply
Top Contributor | Partner
May 18, 2023 15:20
Hi, @AStetler , I feel your frustration. It happens to me often that even though I ask it to remember me, it keeps logging me out. I know for...read more
Shanmac0803 on May 12, 2023
Hello, I would like to log internal emails under contacts and or companies within the CRM. For example, Quotes, product delivery follow ups and or other inormation sent internally from other departments regarding the customer in the CRM but the c read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
May 12, 2023 13:38
Hi @Shanmac0803 , By default, the BCC and forwarding address will log emails under the recipient contact record (BCC) or the sender contact re...read more
MGavazzi on March 29, 2023
Hi! I'm struggling with Outlook integration and I'll give this a try. I connected my Hubspot account with Microsoft 365 and if I create a 1-to-1 email from Hubspot to an existing Hubspot contact sync in Outlook works properly. Then all reply with t read more
0 upvote
1 Reply
Community Manager
March 30, 2023 11:43
Hi @MGavazzi , Thank you for reaching out to the Community! It seems you've connected your personal email to HubSpot – in this case the...read more
LNye on March 22, 2023
Hi there, we have recently changed our email hosting from IONOS to Office365. Since doing this, we can receive but are unable to send emails from hubspot. They are sending and receiving in Outlook fine. I am wondering if it is to do with t read more
0 upvote
3 Replies
Community Manager
March 23, 2023 17:06
Hello @LNye , thank you for providing more details. As seeing this previous bounce error. This is a Microsoft issue preventing external forward...read more
KHanchette on February 10, 2023
I am using the Desktop Outlook Office 365. I have 4 email accounts. I want to auto log for my business account, but not for my personal or other accounts. When Log to the CRM is turned on, HubSpot wants to log emails for all of my email accounts a read more
0 upvote
2 Replies
Accepted Solution
Thought Leader | Elite Partner
February 13, 2023 05:15
If you're using the HubSpot Sales Outlook add-in, you can control which email accounts are synced with HubSpot by setting up email filters in the add...read more
JStamm on February 08, 2023
We currently have about 70 users. Some of which email our customers through Outlook and others who email directly from within Hubspot. We have a couple issues. 1. I believe the plugin installs with default settings for associations being Existin read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 10, 2023 01:04
Hi @JStamm and thank you @DianaGomez for mentioning me, To your first point, you're correct, HubSpot has a logic to how activities (includi...read more
WTurkington on January 12, 2023
Hi, one of our sales team is trying to sync his Outlook account with Hubspot and has followed all the instructions but keeps getting a message that there is an issue with Microsot but everyone else has been successul and IT confirm no issues. Any i read more
0 upvote
1 Reply
Community Manager
January 12, 2023 07:29
Hi @WTurkington , Thank you for reaching out to the Community! Is your colleague trying to connect to the Outlook 365 extension? Could y...read more
Justin_Pacific on October 04, 2022
Does anyone know how to associate an email recieved from a 3rd party to a deal? My client is a finance broker, offering finance to businesses. During the sales process, they will receive a number of offers from lenders (3rd parties) for their cu read more
0 upvote
2 Replies
October 05, 2022 08:10
Thanks @kvlschaefer much appreciated and interested to hear thoughts on how we might solve this for our client
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