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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

12 upvotes

0 Reply

Solved

LawP on August 28, 2024

Don't track email opens or clicks from specific IP addresses

I am trying to block my IP address from tracking email opens/clicks, but my IP address is constantly changing. Every few days I have to go to settings to update " Manage blocked IP addresses". I am using the Outlook plugin. Is there anyway to fix read more

Reply Starter

0 upvote

4 Replies

Accepted solution

GiantFocal

Participant | Partner

August 29, 2024 10:56

Hi @LawP , If your dynamic IP is within a specific range, you can exclude the whole range from being tracked. You can access it from Conte...read more

Solved

DMB on August 13, 2024

Fill in Contact "Name" and "Surname" when contact is added via Outlook Add-in

With Hubspot's Outlook add-in, a contact including first and last name, company and email could previously be transferred to Hubspot when sending an email in Outlook. Now only the email and company are transferred. The system no longer seems to auto read more

Reply Starter

2 upvotes

8 Replies

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

August 16, 2024 16:38

Hi @MScaramastra and @nkerns1025 and thanks for the tag @kennedyp , If you're using this online and not in the desktop plugin. I'd start ...read more

SauravRoy on August 07, 2024

Log all emails to HubSpot from Microsoft admin

Hello all, Is it possible to log all incoming and outgoing emails to HubSpot at an organisation level from the Microsoft 356 admin?

Reply Professional Starter

0 upvote

1 Reply

PamCotton

Community Manager

August 08, 2024 09:45

Hey @SauravRoy , thank you for posting in our Community! Currently, logging all emails at an organization level from Microsoft 365 directly ...read more

Solved

MDenis3 on July 28, 2024

Problem: Outlook not automatically logging in

Hello, I've got an issue which I was trying to check in the forum but haven't found. Everytime I open Outlook desktop a logging prompt pops up and requires logging in even if I check a box to remember me. Let me know if there's a way out or I will read more

Reply Starter

1 upvote

5 Replies

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

July 29, 2024 01:32

Hey @MDenis3 If you've found that you need to log into HubSpot Sales every time you open Outlook on Windows desktop, you'll need to make chang...read more

JWeaver9 on July 11, 2024

Outlook and gmail extension but working in outlook.

I have an Outlook email account and also a gmail account. I have added my gmail to outlook as I like working in outlook. Hubspot is associated to the gmail account. How can I ensure when working In outlook, my gmai is being logged in Hubspot. read more

Reply Starter

0 upvote

2 Replies

JWeaver9

Member

July 12, 2024 12:11

How do I connect both accounts to Hubspot? When you say in your account settings. Do you mean my outlook account settings? or The Hubspot account s...read more

Solved

ShannaVKE on June 26, 2024

Disable read receipts for internal e-mails

Hi, can I disable read receipts for internal emails? That we cannot see from mutual colleagues when an email is opened or clicked? I set our email addresses to "never register" so they are not stored in the CRM. But this doesn't seem to have any eff read more

Reply Starter

0 upvote

1 Reply

Accepted solution

colinwitt

Top Contributor | Gold Partner

June 26, 2024 04:28

Hi @ShannaVKE , currently, you can only enable/disable email tracking on the account level, not for specific emails. So unfortunately this isn't p...read more

MarkR-UK on December 23, 2023

Outlook Desktop Add-in - Set Default Account

I am connected to multiple HubSpot accounts and want to see if there is a way to set a default HS account to use with Outlook. When I start Outlook Desktop the add-in connects to the account at the top of the list. I then manually have to change to read more

Reply Starter

1 upvote

3 Replies

HHersey

Participant

May 24, 2024 14:19

I'm looking for the same. Mine defaults to our "sandbox," and I have to change it everytime I open outlook.

wataam on November 06, 2023

Synchronizing HubSpot and Microsoft Exchange issues

Hi, we've connected our Exchange mailbox to HubSpot. First, via HubSpot's settings. Then, via the Microsoft Exchange desktop app by installing the HubSpot Sales extension. We thought we'd be able to see the history of e-mail exchanges in our contact read more

Reply Starter

1 upvote

3 Replies

wataam

Participant | Gold Partner

November 07, 2023 12:14

Hi @YLeBorgne thanks for the reply. Amazing, I'm currently checking the thread that you shared, thanks!!

nickelnext on November 03, 2023

Outlook web add-in does not complete login

After logging in from here I click login, and after selecting the office365 (Microsoft) login, the menu stays the same, and it does not reflect the actual log in of the user. In the console a bunch of errors show up Looks read more

Reply Free Starter

2 upvotes

5 Replies

ACorvus

Member

April 03, 2024 15:26

Experiencing the same issue on all devices. Hubspot makes the plugin, and based on the error log above, and their general unwillingness to support ba...read more

RaMe on November 03, 2023

Subsequent logging of previous e-mails not possible

Hello together We started working with HubSpot including the Outlook plugin a few months ago. Now I would like to document the emails sent in the past for some contacts. In other words, I want to log them manually in HubSpot. When I open read more

Reply Starter

0 upvote

2 Replies

RaMe

Participant

November 03, 2023 10:17

Hi @Jigar_Thakker of course, I checked the documentation first (RTFM 😊 ) and stumbled also over your recommend article. However, my ques...read more

Solved

ACope on October 26, 2023

Opening Sales Extension in Outlook

Hi Guys, Anyone know how I change this to working - seems to work through the online element of Hubspot, but not on the app on my laptop - just continues to "load"? Thanks Andy

Reply Starter

1 upvote

4 Replies

Accepted solution

Jigar_Thakker

Key Advisor | Diamond Partner

October 26, 2023 10:45

@ACope In that case, reaching out to HubSpot support would be the final option I hope you will find a proper resolution for this issue.

BYusko on September 21, 2023

Extension removes bulleted lists on mac

I've used Hubspot for a few years now. Here's my scenario: Draft email in outlook (desktop app, up to date) Body of email contains a bulleted list (like the one I'm typing now) After email is ready, click hubspot extension to record in HubSpot read more

Reply Starter

0 upvote

7 Replies

Jnix284

Hall of Famer

September 22, 2023 17:20

You're welcome @BYusko , I completely understand your frustration and hopefully it's something that can be addressed soon!

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