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Outlook Sales Extension

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sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Announcement

14 upvotes

0 Reply

Solved

ANikolic2 on October 29, 2024

The HubSpot plugin in for Outlook is inferior to Gmail.

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

Reply Best Practices Enterprise Integrations Sales Workaround

0 upvote

2 Replies

Accepted solution

franksteiner79

Key Advisor

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

Feature request: Add recurring meetings from calendar in HubSpot

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

Reply Meetings Sales

2 upvotes

1 Reply

Accepted solution

karstenkoehler

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

Outlook Integration

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

Reply Sales

0 upvote

1 Reply

Accepted solution

karstenkoehler

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

New / Web Version of Outlook M365 Does not generate auto BCC

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

Reply Admin Connected Email Enterprise Professional Sales Settings Workaround

0 upvote

3 Replies

Accepted solution

DianaGomez

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

HubSpot Sales Tools Add-in is BROKEN as of March 18th Outlook Update

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

Reply Sales

0 upvote

5 Replies

Accepted solution

WHeighington

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

Body of the email is flickering

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

Reply Connected Email CRM Sales

0 upvote

3 Replies

Accepted solution

PamCotton

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

Thinking about going from PC to Mac... what about Hubspot Sales

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

Reply Sales

0 upvote

5 Replies

Accepted solution

Ben_M

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

How do I track incoming email enquiries?

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

Reply Sales

0 upvote

1 Reply

TomM2

Thought Leader | Platinum 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

Office 365 add-in not logging emails automatically

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

Reply Connected Email FREE Integrations Sales Settings

0 upvote

1 Reply

kvlschaefer

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

Hubspot won't log emails

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

Reply Enterprise Sales Tickets Workaround

0 upvote

2 Replies

Accepted solution

karstenkoehler

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

Daily login on Outlook Extensions

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

Reply Connected Email CRM Sales

0 upvote

3 Replies

HChapman

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

Forward email I sent from a contact to another contact and included BCC did not create new contacts

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

Reply Connected Email Contacts Sales

0 upvote

1 Reply

Accepted solution

karstenkoehler

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

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