Outlook Sales Extension

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  • Tom on October 27, 2016
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • SFB on October 14, 2021
    1 Replies
    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...
    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...
  • AmitM12 on October 14, 2021
    2 Replies
    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...
    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...
  • TNovitsky on August 30, 2021
    1 Replies
    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...
    Top Contributor | 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 ...
  • jfd118 on August 30, 2021
    1 Replies
    It would be great to have a select box that, when checked, allows an HS user to create a task when an email is sent to a contact. Currently, I send the email and then have to go into HS to create the task. It's not efficient. jfd118 ...
    Top Contributor | Diamond Partner
    August 30, 2021 21:04
    Hi @jfd118 , You can add this idea on the idea section of the community: HubSpot Community - Ideas - HubSpot Community HubSpot product managers r...
  • NOliver on August 16, 2021
    4 Replies
    Hello all, Our company recently purchased HubSpot with the hopes of managing our important conversations within Outlook. We thought Hubspot was the solution. However, now that we've connected Outlook to Hubspot, every single email that comes in ...
    August 18, 2021 08:21
    Hi Karsten, Every email that comes in 😞 New ones too.
  • MHoskins on May 19, 2021
    1 Replies
    Hello. We recently as a company started using Hubspot, and while the version downloaded from their website does not work for our organization, getting it directly from the store in Outlook works fine. Except for one user. When they load up the plug...
    Community Manager
    May 19, 2021 19:46
    Hi @MHoskins , Thank you for reaching out to the HubSpot Community! Could you have your user try the following? Go to File > Opt...
  • MicKain on May 10, 2021
    5 Replies
    Hey, I have recently started using Hubspot and have set up the Office365 add-in which is functioning as expect although I have one issue. When I use the Hubspot BCC to reocrd emails my company logo is disappearing from the email. There are no is...
    Community Manager
    June 04, 2021 04:36
    Hi @MicKain , I did some digging on our side and it seems the root of the issue and resolution is dependent upon Microsoft - HubSpot is alread...
  • Solved
    AAlbarran on May 05, 2021
    3 Replies
    Is there a way to sync my task with my Outlook Calender? Example if I create a call back task in HubSpot can it show on my email calender so I don't double book time slot with an already scheduled call or meeting?
    May 05, 2021 14:03
    Thank you
  • Solved
    Eric-Ott on May 03, 2021
    2 Replies
    I would like to be able to attach an email in Outlook after adding a contact to HubSpot. Is there a button for this? Thanks, Eric
    July 06, 2021 09:48
    Yes, thank you!
  • Solved
    RGray-11 on April 22, 2021
    3 Replies
    Hello HubSpot Community, I have been standing up our company's instance of HubSpot for a couple weeks and have now landed on the task to integrate our shared inbox. How would I do this? When I go to the Conversations Inbox and HS asks me to int...
    Most Valuable Member
    April 22, 2021 05:15
  • Solved
    ITMarketer on March 03, 2021
    1 Replies
    Our sales team uses the Outlook plug-in to track and log their email communication. My issue is- when they are emailing with contacts who are in HubSpot and those who are not.. how can we better manage so that not all contacts are logged that ar...
    Key Advisor
    March 04, 2021 01:58
    Hi @ITMarketer , My understanding is that all email addresses included, CC'd, or BCC'd on emails sent with the logging options selected from O...
  • KPrenty on February 15, 2021
    1 Replies
    Good Morning I am the Administrator for our HubSpot account. We are using Dashboards to report on Meeting Activity. Users have synched their Outlook Calendars to HubSpot and this is working. We have noticed that not all meetings synch straight ...
    Community Manager
    February 16, 2021 02:30
    Hi @KPrenty Thank you for reaching out. I couldn't find a similar issue in the Community. I would recommend connecting with HubSpot...
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