Outlook Sales Extension

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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 Beitrag ansehen
Community-Manager/-in
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...Beitrag ansehen
PBoyd on Februar 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 Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 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...Beitrag ansehen
Gelöst
CWilliams70 on Februar 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 Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 26, 2024 11:03
Hi @CWilliams70 , Could you confirm that these requirements are met? https://knowledge.hubspot.com/connected-email/log-email-in-your-crm-with...Beitrag ansehen
MRichter1 on Dezember 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. Beitrag ansehen
1 Likes
1 Antwort
Autorität | Diamond Partner
Dezember 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...Beitrag ansehen
Talui on Dezember 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 Beitrag ansehen
0 Likes
1 Antwort
Autorität | Diamond Partner
Dezember 14, 2023 10:15
Hey @Talui Hubspot to Outlook connection not working would be an incorrect Exchange URL, an outdated Exchange server, incorrect credentials,...Beitrag ansehen
CGHanson1 on Dezember 12, 2023
HubSpot Sales prompts login every time Outlook on desktop is opened
0 Likes
3 Antworten
Community-Manager/-in
Dezember 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...Beitrag ansehen
AMoinon on Dezember 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 Beitrag ansehen
0 Likes
1 Antwort
Koryphäe | Elite Partner
Dezember 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...Beitrag ansehen
matheus_jiran on Dezember 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. Beitrag ansehen
0 Likes
1 Antwort
Community-Manager/-in
Dezember 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...Beitrag ansehen
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 Likes
1 Antwort
Community-Manager/-in
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...Beitrag ansehen
Gelöst
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 Likes
1 Antwort
Accepted Solution
Autorität
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...Beitrag ansehen
Gelöst
SnyderSD on Oktober 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 Beitrag ansehen
0 Likes
3 Antworten
Accepted Solution
Community-Manager/-in
Oktober 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...Beitrag ansehen
Gelöst
Stitchko on Mai 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, Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
Mai 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...Beitrag ansehen
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