JavaScript must be installed and enabled to use these boards. Your browser appears to have JavaScript disabled or does not support JavaScript. Please refer to your browser's help file to determine how to enable JavaScript.

Outlook Sales Extension

Search Outlook Sales Extension for solutions or ask a question

sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Announcement

13 upvotes

0 Reply

Solved

Albus_Bui on August 12, 2024

HubSpot-Outlook: Marking a meeting as Complete triggered the invite update in Outlook

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

Reply Professional

0 upvote

3 Replies

Accepted solution

danmoyle

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

Log all emails to HubSpot from Microsoft admin

Hello all, Is it possible to log all incoming and outgoing emails to HubSpot at an organisation level from the Microsoft 356 admin?

Reply Professional Starter

0 upvote

1 Reply

PamCotton

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

Auto-Response Email Logging in HubSpot: How does it work?

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

Reply Professional

0 upvote

2 Replies

Accepted solution

franksteiner79

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

Track some email accounts and exclude others

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?

Reply Professional

0 upvote

2 Replies

KHanchette

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

Filing emails in Hubspot

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?

Reply Professional

0 upvote

4 Replies

Accepted solution

karstenkoehler

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

GZaalberg on July 09, 2024

office 365 emails sent trough 3rd party

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

Reply Professional

0 upvote

1 Reply

PamCotton

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

Required to log in everytime using Outlook 365 Extension

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

Reply CRM Getting Started Professional

0 upvote

1 Reply

Accepted solution

Gaurav_Aggarwal

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

HUBSPOT EXTENSION FOR OUTLOOK MOBILE ON IPAD

Can the Hubspot extension be added to outlook mobile ipad version?

Reply Professional

0 upvote

1 Reply

Accepted solution

BérangèreL

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

Follow up task on sending

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

Reply Professional

1 upvote

1 Reply

Accepted solution

Crystal_Hopper

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

Track Meetings with not yet built contacts

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

Reply Contacts CRM Meetings Professional Reports

0 upvote

1 Reply

BérangèreL

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

SFrench on April 02, 2024

New / Web Version of Outlook M365 Does not generate auto BCC

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

Reply Admin Connected Email Enterprise Professional Sales Settings Workaround

0 upvote

3 Replies

DianaGomez

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

phone number formatting

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

Reply Professional

0 upvote

2 Replies

PBoyd

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

Looking to start a conversation or ask a question?

Create a post

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.