Hi, I’m attempting to install the HubSpot Sales add-in for Office 365 on my Windows system, but I’m encountering an “Installation Failed” error during the process. Has anyone else experienced this issue, or is there a known workaround? Thank y read more
Hello everyone, we recently transitioned our CRM System from Salesforce to Hubspot. In Salesforce, we used the Einstein Activity Capture feature to log our emails with leads and contacts. Unfortunately, these email protocols couldn't be migrated u read more
Hi @SBenu ,
I'm not sure whether it works with your use case but Threads might be an option: https://ecosystem.hubspot.com/marketplace/apps/t...read more
I use the HS extension on the PWA app on my Mac. Whenever I pull it up, it only sees the first email in the "to" field. Is there a way to log activity using one of the other emails? Or create a contact with one of the other emails? I could do th read more
Hi @Lee_Brewster , This is one of those little headaches with the HubSpot Sales extension on the Mac PWA: it only surfaces the first address in the...read more
An Outlook or HubSpot update back in November has broken the ability to use Outlook (New) with the HubSpot Sales Extension* after clicking "View in HubSpot" or any app.hubspot.com links in Outlook. It seems that the HubSpot extension is regi read more
Hi HubSpot Community, we have recently started using the Deals pipeline and we use the Outlook extension to log emails to contacts, companies and now also deals. For one of my team member, the email automaically logs to all deals that are currentl read more
Hi @LLWelly ,
This sounds like their log and track preferences and association defaults are not set up correctly. You can send them this artic...read more
Hello, My colleagues and I have noticed that the Hubspot Outlook Sales Extension Widget auto-assigns old or irrelevant deals to email trails. While you can select to add a deal to an email conversation in Outlook, there is apparently no way to r read more
Hello HubSpot Community, Recently, our company made a transition from Gmail to Outlook. It was not ideal, but for various reasons, we had to do it. Anyway, since the transition, we have had various problems with the HubSpot extension. Just to m read more
Hi, I would love it if is was possible to automatically sync recurring meetings fra Outlook / Gmail Extension to HubSpot. There are a lot of meetings with customers that is recurring, and its not optimal that they are not synced to HubSpot if th read more
Hi @CAndresen ,
This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
Hello, I have connected my Outlook account with HubSpot. Now, whenever I send an email, a code is inserted in the BCC field. Where can I see the activity of my emails? If my coworkers also want to send emails, do they have to use the same cod read more
Hi @RaimundoCorreaF ,
This is the BCC email address, you can learn more about it here: https://knowledge.hubspot.com/connected-email/log-emai...read more
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
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
In our office, half of our sales staff reported that their Sales Tools Add-in in Outlook stopped working, giving them the spinning wheel of death. Upon internal troubleshooting, it was noted that 100% of the agents whose HS Sales Tools Addins were read more
To anyone else experiencing this issue, HubSpot has acknowledged that there is an issue with their Office 365 Sales Tools Addin on the newest ve...read more
Hello, I hope this is the right place. The company I work with uses Hubspot CRM and has the add-in on their Outlook application. Recently we have noticed that when they have Hubspot opened and are replying to a client's email, the body of the email read more
Hello @ECapehart thank you for posting in our Community!
Currently what is happening is that the O365 add-in can cause a refresh in your composin...read more