Outlook Sales Extension

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sjudson on December 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 read more
14 upvotes
0 Reply
Solved
Albus_Bui on August 12, 2024
Hi Experts, Currently, I have received a case reported by our sales team which I was not able to find a relevant Knowledge base to refer to.. The case is summarized as follows: - We have Outlook calendar synced with HubSpot - Sales marked read more
0 upvote
3 Replies
Accepted solution
Most Valuable Member | Elite Partner
September 03, 2024 15:29
Hey there @Albus_Bui . I'm in agreement with @PamCotton here. It could be a settings issue. I've also seen it where, when you "create meeti...read more
SauravRoy on August 07, 2024
Hello all, Is it possible to log all incoming and outgoing emails to HubSpot at an organisation level from the Microsoft 356 admin?
0 upvote
1 Reply
Community Manager
August 08, 2024 09:45
Hey @SauravRoy , thank you for posting in our Community! Currently, logging all emails at an organization level from Microsoft 365 directly ...read more
Solved
Albus_Bui on July 23, 2024
Hi all, Recently, I have been asked by internal users about OOO emails from their contacts some of which were automatically logged back in HubSpot, some were not. In both cases, they all enabled the tracking properly once they sent out the initi read more
0 upvote
2 Replies
Accepted solution
Key Advisor
July 23, 2024 17:10
Hi @Albus_Bui My best would be how different email providers and email clients handle OOO messages. If the OOO is an actual reply to y...read more
KHanchette on July 17, 2024
I have 4 email accounts in Outlook. I would like to turn on by default tracking for 2 of them and not have any tracking or logging for the other 2. 2 for work and 2 for personal. How do I do this?
0 upvote
2 Replies
Contributor
July 23, 2024 09:38
Thank you for the reply. I do not see that option. The Advanced tab just has "Dubug Mode"
Solved
JSamuel85 on July 10, 2024
We are looking for a way to file the emails we have logged under one company as they relate to different deals. We use the Outlook extension so don't use Hubspot as the main email, does anyone have any ideas please?
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 10, 2024 06:21
@JSamuel85 no, HubSpot does not support moving emails on records into folders. You could request this as HubSpot Idea: https://community.hub...read more
Solved
GZaalberg on July 09, 2024
Hi Hubspotters, we are working with an administration tool which is connected with office 365 to send emails. these emails show up in our office 365 send items folder but do not show up in hubspot. i have connected the mailbox with hubspot, read more
0 upvote
1 Reply
Accepted solution
Community Manager
July 10, 2024 09:51
Hey @GZaalberg , thank you for reaching out! When using a third-party tool to send emails through Office 365, these emails might not automat...read more
Solved
RMarvin on July 09, 2024
Hey, I am currently facing an issue with the constant need to log in to the Outlook 365 Extension . Our company is currently testing Sales Hub, and while we are generally very satisfied with the CRM, this issue could potentially be a dealbreake read more
Accepted solution
Key Advisor | Partner
July 09, 2024 07:12
Hey @RMarvin Have you checked this article here : https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-...read more
Solved
KCallahan on June 27, 2024
Can the Hubspot extension be added to outlook mobile ipad version?
0 upvote
1 Reply
Accepted solution
Community Manager
June 28, 2024 03:30
Hi @KCallahan , Thank you for reaching out to the Community! I checked for you and at the moment, this is not possible. I’ve noticed a similar ...read more
Solved
CSomerville2 on May 01, 2024
Hi, I have just started at a new company that uses Outlook, coming from one that used Gmail. I really liked how you could set a follow-up task upon sending an email in Gmail, does this feature exist in Outlook without having to click further in read more
1 upvote
1 Reply
Accepted solution
Key Advisor
May 01, 2024 13:43
Hi @CSomerville2 ! Are you using Outlook online or the desktop app? When you use the Outlook desktop app, there's a Hubspot Sales add-in ( Set...read more
Koala28 on April 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 read more
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
SFrench on April 02, 2024
The Auto BCC feature is in the old desktop version of the Salehub Extension, but does not appear to be a setting or a function within the NEW OUTLOOK experience for M365. Is this on the roadmap as a planned function to be added back? It is mak read more
Accepted solution
Community Manager
April 04, 2024 05:00
Hi @SFrench , I have been reviewing and I did not find any documentation on plans for this. However, I found a workaround that might be help...read more
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
2 Replies
Participant
March 21, 2024 07:35
Hi Using your own message as example If I use this 'add to HS CRM' function in the side panel, and click in the Mobile phone field of the form, it...read more
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