Outlook Sales Extension

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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
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
2 Replies
January 23, 2023 03:06
Hey Pam, Thank you for tagging others in this post, this is highly appreciated
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
AIglesias7 on September 09, 2022
Hi, I'm currently using my gsuit account with Outlook, I could use the chrome extension with Gmail, but I'm not able to login with the addin. I've tried to remove the addin, and the chrome extension, but the problem remains. I've recorded a vide read more
1 upvote
6 Replies
Accepted Solution
Community Manager
September 13, 2022 05:19
Hi @AIglesias7 , Thanks for the screenshots and additional information! I removed the screenshot of your login code since it contained perso...read more
JKao on September 28, 2021
So I sent emails from my Outlook for Mac with Hubspot add-in as shown below: However, when I checked the individual contact page on Hubspot, it showed that the emails were logged but not tracked: But I did ticked the "Trac read more
Community Manager
October 12, 2021 04:40
Hi @CSmith3 Thank you for your reply This is strange, can you send me a screenshot of this? Thank you! Best Tiphaine
bramdejager on September 14, 2021
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 read more
0 upvote
2 Replies
September 16, 2021 10:56
Hello Mia, Thanks for getting back! A colleague of yours already pointed me towards the first article. Unfortunately this did not make any differen...read more
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
WBailey on July 26, 2021
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 read more
1 upvote
21 Replies
November 02, 2021 06:45
@TiphaineCuisset it works again - I didn't change a thing. Seems like another bug has been fixed on your side. I hope we will get some more consist...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
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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