Outlook Sales Extension

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SwapnilMS on May 08, 2025
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
0 upvote
3 Replies
Community Manager
May 12, 2025 09:44
Hi @SwapnilMS , Thanks for reaching out! Installing the wrong add-in can lead to complications. To prevent this, we've created a comp...read more
Solved
SBenu on April 24, 2025
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
Accepted solution
Hall of Famer | Partner
April 24, 2025 07:02
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
Solved
Lee_Brewster on April 22, 2025
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
Accepted solution
Top Contributor
April 22, 2025 11:51
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
briansweat on February 25, 2025
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
3 upvotes
5 Replies
Participant
May 05, 2025 12:39
We just ran into this issue as well so assuming they have not implemented a fix yet.
Solved
LLWelly on January 13, 2025
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
1 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
January 14, 2025 00:21
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
LinzThompson on December 20, 2024
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
0 upvote
1 Reply
Community Manager
December 20, 2024 16:29
Hey @LinzThompson ! There likely is an explanation for the emails being associated with old deals, but it does require a bit of digging. Y...read more
Solved
ANikolic2 on October 29, 2024
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
Accepted solution
Recognized Expert
October 30, 2024 03:59
Hi @ANikolic2 Totallz understand the frustration but would lay the blame here squarely at MSFT, see this article : Frank
Solved
CAndresen on October 25, 2024
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
7 upvotes
2 Replies
Accepted solution
Hall of Famer | Partner
October 25, 2024 05:47
Hi @CAndresen , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
Solved
RaimundoCorreaF on July 23, 2024
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
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 24, 2024 00:12
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
Solved
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 read more
Accepted solution
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
Solved
WHeighington on March 21, 2024
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
0 upvote
5 Replies
Accepted solution
Participant
March 21, 2024 14:49
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
Solved
ECapehart on November 15, 2023
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
0 upvote
3 Replies
Accepted solution
HubSpot Alumni
November 15, 2023 16:29
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
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