Outlook Sales Extension

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  • Tom on October 27, 2016
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • bramdejager on September 14, 2021
    2 Replies
    I recently started using HubSpot. With using HubSpot I also want to use the HubSpot Sales for Outlook add-in. The benefit of having the add-in on all my devices is beneficial. It works in the browser in Outlook for Office 365 ( https://outlo...
    September 16, 2021 07:56
    Hello Mia, Thanks for getting back! A colleague of yours already pointed me towards the first article. Unfortunately this did not make any differen...
  • Solved
    RodyBottelier on August 17, 2021
    4 Replies
    Hi all I have a problem, I am trying to add some domains to the never log list. For example my @internalmails.nl. But i want that all of the incoming mails of @internalmails.nl won't be logged in Hubspot. It is possible for me the add some domai...
    Member | Platinum Partner
    August 18, 2021 01:56
    I'm glad I could help. Cheers!
  • WBailey on July 26, 2021
    16 Replies
    I recently started using Hubspot Sales CRM both online and downloaded the sales add in for Outlook 2019. I am not able to log into the Hubspot sales add in on Outlook. Since experiencing issues I have read all of the online threads, unistalled/rei...
    Community Manager
    August 11, 2021 01:07
    Hi @FEB Glad to hear! Thank you for your patience on this Best, Tiphaine
  • sayyal on June 01, 2021
    2 Replies
    I installed outlook 365 add in (Version is 3.1). Getting infinite spin once I try to log in. Tried multiple ways (clear cache, incognito mode etc) in multiple environments (Safari, Chrome, FireFox, Mac, Windows, ipad) for the past 3 days and nothin...
    HubSpot Employee
    June 02, 2021 02:08
    Hey there sayyal- Cheers for engaging with the Community. Happy to run through what might be causing this. 🙂 So- If we're seeing a login/con...
  • Solved
    RLandolt on May 05, 2021
    3 Replies
    Hi all, we have a call center that sets up and schedules meetings for sales reps in the field. The call center have read/edit permissions on all the rep's calendars in O365, and use the Scheduling Assistant to find available times to make appointmen...
    Most Valuable Member
    May 06, 2021 05:54
    Happy to help!
  • Solved
    ASimon on April 13, 2021
    3 Replies
    I have installed the Outlook 365 Add in and use Outlook for Mac. I also have the Sales Add in installed in my Outlook App on my Mac. Now I want all my mails that I write in Outlook for Mac to be automatically logged in Hubspot (i.e. set BCC to Hub...
    Top Contributor | Diamond Partner
    April 15, 2021 02:50
    Glad to know that @AS 🙂
  • luca_santini on March 01, 2021
    1 Replies
    Dear all, after searching several similar topic I couldn't find the appropriate one, therefore I decided to do this very first post, let's hope I get it right! When I first installed the hubspot add-in in my outlook desktop, it looked as follow:...
    Community Manager
    March 02, 2021 03:59
    Hi @luca_santini Thank you for the information provided. I'd suggest reviewing this article on how to troubleshoot this install erro...
  • sjoshi on February 26, 2021
    1 Replies
    When sending emails via outlook inbox (with HubSpot's extension installed), is there way to get a prompt from HS's extension to see whether or not you want this email logged/tracked? Maybe is there a way to set up a rule or something on the ou...
    Community Manager
    March 01, 2021 01:24
    Hi @sjoshi Thank you for reaching out. This is not possible at this stage within HubSpot, I'd recommend upvoting this Idea in our ...
  • RichardCioci on February 10, 2021
    1 Replies
    When I click on the add-in sales tools and select documents I get this window: Same thing happens when I click on templates or sequences. It is loading but something with the margins is wrong so I can't see the content. I can access my uplo...
    Community Manager
    February 11, 2021 05:59
    Hi @RichardCioci Thank you for reaching out and for the information provided. Could you please uninstall the extension and reinsta...
  • Solved
    AMuduli on February 04, 2021
    2 Replies
    Tracking the meetings scheduled by me is easy. But how to track meetings scheduled by customers. Can we track meetings scheduled by customers if its not booked from HS platform
    Key Advisor
    February 05, 2021 10:05
    Hey @AMuduli you can retroactively log meetings so you can track these on individual contact records:
  • JUMAcomms on October 20, 2020
    1 Replies
    The hubspot sales extension in outlook is slowing it down so much, its becoming unusable. Ive tried the suggestions on line but they dont seem to make any difference.
    HubSpot Alumni
    October 21, 2020 01:54
    Hi @JUMAcomms , In order to narrow down the cause of the issue you can try the following things and see if the same behaviour still occurs: ...
  • jonsk on October 13, 2020
    14 Replies
    As above, we are using the Office 365 sales add-in to log/track emails. However, when the email is received, the images in our signature do not display, instead there are empty boxes where the images should be.
    Community Manager
    June 04, 2021 09:19
    Hi @baijie Thank you for your reply. I have an update from the team. Outlook supports two rich text formats - Rich Text and HTM...
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