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Outlook Sales Extension

Rechercher Outlook Sales Extension pour des solutions ou poser une question

EDMaster le Novembre 16, 2023

Creating Hubspot Tasks while composing an email (Gmail v Outlook)

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?

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MiaSrebrnjak

Gestionnaire de communauté

Novembre 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...Lire la suite

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ozzge le Novembre 14, 2023

Cannot integrate calendar and emails with Office 365 and Hubspot

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

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Ben_M

Conseiller clé

Novembre 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...Lire la suite

SnyderSD le Octobre 04, 2023

Extension defaults to Developer

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 Lire la suite

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DianaGomez

Gestionnaire de communauté

Octobre 06, 2023 19:19

Thank you for letting me know, @SnyderSD . Sometimes certain options work better for some people, considering their extensions, the browser th...Lire la suite

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mkinalski le Juin 27, 2023

HubSpot Sales Add-in not available in New Outlook for PC

How do I add HubSpot Add-ins in Microsoft BETA "New Outlook"? They eliminated the tab for all COM add-ins!!!

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Franci

Contributeur de premier rang | Partenaire solutions Diamond

Juin 28, 2023 04:24

Hello @mkinalski , While reading the new Outlook documentation , it seems that (quote) "To provide a more reliable and stable add-in experien...Lire la suite

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Stitchko le Mai 30, 2023

Log and track issues with new incoming mails

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, Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

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...Lire la suite

AmeyC le Mai 18, 2023

Outlook on PC users disconnecting arbitrarily

Two of our company's users are finding their Outlook PC apps are randomly disconnecting them from HS. Now, one of them gets an error message stating that there is a problem saving the associations.

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kvlschaefer

Gestionnaire de communauté

Mai 19, 2023 13:43

Hi @AmeyC , Thanks for reaching out to the Community! I can see that you worked with our Support team on this matter. I would recommen...Lire la suite

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TShoemaker le Mai 18, 2023

Trouble with installing HubSpot Add-ins

We have an employee using a Mac computer, using outlook app, and we are struggling installing the HubSpot add-in. Any thoughts?

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TomM2

Conseiller clé | Partenaire solutions

Mai 18, 2023 13:30

Hey @TShoemaker it looks like the outlook add-in with HubSpot is supported by windows only according to the knowledgebase article here: This add-...Lire la suite

AStetler le Mai 18, 2023

I have to log back in each time I send an email

I use the Hubspot sales add-in and there are a number of issues with it. First, even though I always specify 'remember me', the password always has to be re-entered. Also, within the last few days it keeps logging out of hubspot so that for ever Lire la suite

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elizheleva

Contributeur de premier rang | Partenaire solutions Gold

Mai 18, 2023 15:20

Hi, @AStetler , I feel your frustration. It happens to me often that even though I ask it to remember me, it keeps logging me out. I know for...Lire la suite

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Shanmac0803 le Mai 12, 2023

Log Email under Contact Not copied on email

Hello, I would like to log internal emails under contacts and or companies within the CRM. For example, Quotes, product delivery follow ups and or other inormation sent internally from other departments regarding the customer in the CRM but the c Lire la suite

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karstenkoehler

Au panthéon de la communauté | Partenaire solutions

Mai 12, 2023 13:38

Hi @Shanmac0803 , By default, the BCC and forwarding address will log emails under the recipient contact record (BCC) or the sender contact re...Lire la suite

MGavazzi le Mars 29, 2023

Outlook integration

Hi! I'm struggling with Outlook integration and I'll give this a try. I connected my Hubspot account with Microsoft 365 and if I create a 1-to-1 email from Hubspot to an existing Hubspot contact sync in Outlook works properly. Then all reply with t Lire la suite

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MiaSrebrnjak

Gestionnaire de communauté

Mars 30, 2023 11:43

Hi @MGavazzi , Thank you for reaching out to the Community! It seems you've connected your personal email to HubSpot – in this case the...Lire la suite

LNye le Mars 22, 2023

Deleting a Channel

Hi there, we have recently changed our email hosting from IONOS to Office365. Since doing this, we can receive but are unable to send emails from hubspot. They are sending and receiving in Outlook fine. I am wondering if it is to do with t Lire la suite

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PamCotton

Gestionnaire de communauté

Mars 23, 2023 17:06

Hello @LNye , thank you for providing more details. As seeing this previous bounce error. This is a Microsoft issue preventing external forward...Lire la suite

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KHanchette le Février 10, 2023

Outlook Office 365 HubSpot plug in - Do not log personal

I am using the Desktop Outlook Office 365. I have 4 email accounts. I want to auto log for my business account, but not for my personal or other accounts. When Log to the CRM is turned on, HubSpot wants to log emails for all of my email accounts a Lire la suite

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himanshurauthan

Leader d'opinion | Partenaire solutions Elite

Février 13, 2023 05:15

If you're using the HubSpot Sales Outlook add-in, you can control which email accounts are synced with HubSpot by setting up email filters in the add...Lire la suite

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