Outlook Sales Extension

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SFrench en Abril 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 Leer más
Administrador de la comunidad
Abril 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...Leer más
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WHeighington en Marzo 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 Leer más
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5 Respuestas
Accepted Solution
Participante
Marzo 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...Leer más
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ECapehart en Noviembre 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 Leer más
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3 Respuestas
Accepted Solution
Administrador de la comunidad
Noviembre 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...Leer más
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RemyS en Noviembre 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 Leer más
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5 Respuestas
Accepted Solution
Asesor destacado
Noviembre 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...Leer más
KMiller71 en Junio 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 Leer más
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1 Respuestas
Asesor destacado | Partner
Junio 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 ...Leer más
GGallese en 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 Leer más
Administrador de la comunidad
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...Leer más
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KDesJardin en Marzo 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 Leer más
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2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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...Leer más
Pedrodelamigo en Enero 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 Leer más
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3 Respuestas
Miembro
Marzo 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...Leer más
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EJoyce2 en Octubre 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. Leer más
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1 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Octubre 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...Leer más
JKao en Septiembre 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 Leer más
1 Me gusta
15 Respuestas
Administrador de la comunidad
Octubre 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 en Septiembre 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 Leer más
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2 Respuestas
Miembro
Septiembre 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...Leer más
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RodyBottelier en Agosto 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 Leer más
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4 Respuestas
Accepted Solution
Miembro | Partner nivel Platinum
Agosto 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...Leer más
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