Outlook Sales Extension

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sjudson on December 04, 2023
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
6 upvotes
0 Reply
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
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
Community Manager
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
Solved
RemyS on November 07, 2023
Hi all, I am launching my own business, and chose hubspot as my CRM, as for now the free version seem to be enough for my needs (I barely used it so far so can't really judge yet, and if need more maybe I'll upgrade), and I liked the sales add o read more
0 upvote
5 Replies
Accepted Solution
Key Advisor
November 08, 2023 07:39
@RemyS wrote: But if I use a web based version of outlook, I can't use hubspot sales no? I would really like to be able to have all my ema...read more
KMiller71 on June 30, 2023
Hi, I work for a home care company trying to target private clients. We're in the process of building all the right sales funnels in the right places, previous to me starting here there was no method of tracking enquiries. We have 2 enquir read more
0 upvote
1 Reply
Key Advisor | Partner
June 30, 2023 11:37
Hey @KMiller71 When you say "inboxes" do you mean the personal email accounts (such as outlook or gmail) or do you have these connected to HubSpot ...read more
GGallese on May 18, 2023
Hello, I have installed the office 365 addin and am able to open it when I write an email. I have set the settings so that both checkboxes for logging emails are checked. Emails get logged and the BCC is added ONLY when I have the hubspot panel read more
Community Manager
May 19, 2023 14:27
Hi @GGallese , Thanks for reaching out to the Community! The add-in is working as expected. In order to not have to click the add-in...read more
Solved
KDesJardin on March 07, 2023
When making an email with outlook 365, hubspot will track my email but not log it into the CRM. I have everything checked and this function was working Friday before I left work and I noticed it not working sometime Monday. Does anyone know anything read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2023 11:09
Hi @KDesJardin , Could you confirm you're meeting all requirements for emails to log? https://knowledge.hubspot.com/email/log-email-replies-i...read more
Pedrodelamigo on January 20, 2023
Hey all, For a customer as us we are facing problems with the outlook extension. On Mac and Windows. An overview of the problems: They need to login every day and sometimes every session. The extension is glitchy and causes problems The ext read more
0 upvote
3 Replies
Member
March 28, 2024 08:51
Hi Everyone, Is there any update to this post? We have the Outlook 365 extention for our emails with the Hubspot toolbar, we have issues wit...read more
Solved
EJoyce2 on October 18, 2022
I received an email from my coworker that I then forwarded to contacts and attached the BCC Hubspot email to this new email, as I wanted to create new contacts for the contacts I forwarded the email to. Hubspot did not create the new contacts. read more
0 upvote
1 Reply
Accepted Solution
Hall of Famer | Partner
October 18, 2022 09:49
Hi @EJoyce2 , HubSpot attaches the forwarded email to the record of the contact that is the sender of the email you're forwarding . The BCC...read more
Solved
RodyBottelier on August 17, 2021
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 read more
0 upvote
4 Replies
Accepted Solution
Member | Platinum Partner
August 17, 2021 13:36
Hi @RodyBottelier Have you by any chance got your email address connected to HubSpot as a shared inbox, rather than as a personal inbox? Cr...read more
sayyal on June 01, 2021
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 read more
0 upvote
2 Replies
HubSpot Employee
June 02, 2021 05:08
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...read more
Solved
RLandolt on May 05, 2021
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 read more
1 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
May 06, 2021 00:26
Hi @RLandolt , Yes, appointments in the calendars of your sales reps should show up as meetings on the contact record timeline in HubSpot. The...read more
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