Outlook Sales Extension

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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 05:10
Thanks @kvonloesecke much appreciated and interested to hear thoughts on how we might solve this for our client
Solved
JDijksman on October 04, 2022
Hi Guys First post here, so apologies if it is in the wrong place. We have our Hubspot accounts linked to our Outlook clients and have email logging activated so that emails automatically have the BCC link in place to log any emails. The read more
0 upvote
2 Replies
Accepted Solution
Community Manager
October 04, 2022 06:03
Hi @JDijksman , Thank you for reaching out to the Community! The emails that you've decided to log in the CRM should appear on the CRM recor...read more
GFair on September 23, 2022
I have a few theories but let's see if someone can help clarify. I used the email signature generator and created a great looking signature. When I send through Hubspot and recipient responds I sometimes see (honestly I'd have to look how many times read more
0 upvote
4 Replies
Member
September 26, 2022 06:50
@chrisworqflow thanks for the input. I thought that too but then I overthought it with, "it works on internal emails without a flaw and seems like i...read more
Solved
RSegnatelli on September 15, 2022
We recently have had a number of collegues in sales install the HubSpot addin for Office 365. I'd like to simplify things fro users. I would prefer to have the add in enabled to simply show the Track and Log email checkboxes in the Outlook ribbon. read more
0 upvote
2 Replies
Accepted Solution
Community Manager
September 16, 2022 14:07
Hello @RSegnatelli , happy Friday! Could you please confirm if you installed the app showing under this knowledge base here ? There could ...read more
MMurphy0 on April 13, 2022
The outlook add in stopped working, I uninstalled it and then reinstalled but cannot get it to work any longer. I have windows 10 32bit version ************** Exception Text ************** System.Runtime.InteropServices.COMException (0x800736B2) read more
0 upvote
3 Replies
Community Manager
April 14, 2022 05:05
Hi @MMurphy0 , Thanks for your feedback. Can you please take these steps in this help article which references the error you are seein...read more
Strikematch13 on February 08, 2022
Emails are not automatically BCC'd to Hubspot with the Sales plugin for 365. The BCC field is only filled when the Sales plugin is manually opened from the Outlook ribbon. This issue has been around for years and mentioned in the forums, but is read more
0 upvote
2 Replies
Member
February 09, 2022 09:38
I understand what you're getting at here, but it is not really any better than uninstalling the 365 Sales add-in and installing the Outlook Sales add...read more
PDenny on January 07, 2022
Hi everyone, I've looked all over for a solution to this issue but no luck so far. I have sales team using Hubspot and they all have the Outlook addon. We use Outlook 2016 and the whole Hubspot email tracking works perfectly. But part read more
0 upvote
2 Replies
Member
January 27, 2022 05:15
Hi Mia, Unfortunately this did not work for us. I have sent you a message with some details bu in the message it would not let me attach/insert i...read more
LLade on November 09, 2021
After updating the Hubspot plug-in to use WebView2 Outlook, it keeps hanging. Any ideas?
0 upvote
1 Reply
Community Manager
November 10, 2021 09:11
Hi @LLade , Thank you for reaching out to the Community! Can you confirm if you're using the Outlook desktop add-in or the Office365 add-...read more
BTinder on November 06, 2021
I've tried MULTIPLE times to connect my Outlook 365 & Hubspot on my brand new MacBook Pro. It worked perfected on my PC with the same setup. I am using MS Office 365 (personal) which is connected to my G-Suite (email hosted there.) There were n read more
0 upvote
1 Reply
Guide | Diamond Partner
November 07, 2021 21:29
Hi @BTinder , Unfortunately, Connecting Outlook 365 and HubSpot on MacBook have issues. It is possibe on PC only Check out this article here . ...read more
SFB on October 14, 2021
A client who uses Office 365 cannot send emails from Hubspot. My question is, does the add-in require that MX records be pointed directly to outlook.com mail servers? In this case, the client's MX records point to Mail Assure, a spam filtering sys read more
0 upvote
1 Reply
Community Manager
October 18, 2021 03:01
Hi @SFB Thank you for reaching out. It seems like a complex set up from this user, do they get a specific error message when trying t...read more
Solved
AmitM12 on October 14, 2021
Hi HubSpot community! I have spent the last hour trying to understand the HubSpot add-in on Outlook. Basically what I would like to do is start a new e-mail and be able to see not only my Outlook contacts, but also all of my contacts in HubS read more
1 upvote
2 Replies
Accepted Solution
Key Advisor
October 18, 2021 02:45
Hi @AmitM12 , That's not the way the Outlook add-in works, I'm afraid. Rather than loading all your HubSpot data, the HubSpot Sales sidebar s...read more
TNovitsky on August 30, 2021
One of our reps created an outlook rule to forward all incoming email to her HubSpot ID. This did not work as anticipated and all those particular emails appear to be lost. HubSpot has not been able to retrieve them. She is a salesperson and there i read more
0 upvote
1 Reply
Guide | Diamond Partner
August 30, 2021 21:01
Hi @TNovitsky , Didn't face this issue personally but you can try this troubleshoot article here: Troubleshoot the HubSpot Sales Outlook desktop ...read more
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