Outlook Sales Extension

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MarkR-UK on Dezembro 23, 2023
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 Leia mais
1 avaliações positivas
2 Respostas
Membro
Dezembro 24, 2023 01:40
Thanks @Jigar_Thakker I did review these and while an account can be selected from the drop down, this setting doesn't allow for an account to be s...Leia mais
wataam on Novembro 06, 2023
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 Leia mais
1 avaliações positivas
3 Respostas
Participante | Parceiro Ouro
Novembro 07, 2023 12:14
Hi @YLeBorgne thanks for the reply. Amazing, I'm currently checking the thread that you shared, thanks!!
nickelnext on Novembro 03, 2023
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 Leia mais
2 avaliações positivas
5 Respostas
Membro
Abril 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...Leia mais
RaMe on Novembro 03, 2023
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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Novembro 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...Leia mais
ACope on Outubro 26, 2023
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
1 avaliações positivas
4 Respostas
Membro
Outubro 26, 2023 12:03
Thanks - how do I go about doing this? Andy
BYusko on Setembro 21, 2023
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 Leia mais
0 avaliações positivas
7 Respostas
Participante de valor | Parceiro Elite
Setembro 22, 2023 17:20
You're welcome @BYusko , I completely understand your frustration and hopefully it's something that can be addressed soon!
SM60 on Setembro 19, 2023
I have a new outlook email I am trying to set up but with HS that continues to fail and give the error: "This app cookie doesn't have the connected-email-inbox-access scope to create personal inbox" For reference I'm using latest Mac iOS (which I Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Setembro 20, 2023 08:35
Hi @SM60 , Thank you for reaching out to the Community! We'd often see this error if the user who is trying to connect their email address ...Leia mais
Solucionado
JAnderson99 on Setembro 08, 2023
I'm unable to clone an email. The "clone" doesn't come up after hovering over the email.
0 avaliações positivas
3 Respostas
Accepted Solution
Especialista reconhecido(a) | Parceiro Platinum
Setembro 08, 2023 08:43
Are these survey emails? On our Hubspot and some client accounts, those are the only ones that only show the Action button and not the edit and clone...Leia mais
Solucionado
RKTech on Agosto 29, 2023
Hello, I try to connect my Outlook inbox with Hubspot so I can write and send emails right in Hubspot but I get an error: " Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav Leia mais
2 avaliações positivas
2 Respostas
Accepted Solution
Participante de valor | Parceiro Elite
Agosto 29, 2023 09:00
@RKTech here are two resources I found to help with troubleshooting, depending on the exact tool you're using from Outlook: Troubleshoot the H...Leia mais
Solucionado
LHrabluk on Julho 31, 2023
Hi, I've just started using Hubspot and I'm quickly becoming overwhelmed by the automatic logging function because it is creating new contacts for all new emails, including my phone company, and back and forths I'm having with people who aren't cont Leia mais
0 avaliações positivas
1 Respostas
Accepted Solution
Conselheiro(a) de destaque
Agosto 01, 2023 01:54
Hi @LHrabluk This article talks through the various options of setting up the Gmail extension, the process is similar if you are using the...Leia mais
JGoddard1 on Junho 26, 2023
Hi, We are experiecing issues with the HubSpot email tracker in Outlook. The Sales extension is installed and the tracking option ticked, but our emails are not showing as opened. This is despite the extension working previously without any issu Leia mais
0 avaliações positivas
5 Respostas
Membro do Hall da Fama | Parceiro
Julho 03, 2023 03:18
Hi @JGoddard1 , Does this also happen when you're sending this email to another inbox / device? This might have to do with your organizations ...Leia mais
Solucionado
KJenkin10479 on Junho 16, 2023
I want to log emails that I receive in my Outlook inbox to a contact in Hubspot. How do I log these emails automatically? I currently have the add in to log any email I send, but do not know how to log emails I receive.
0 avaliações positivas
1 Respostas
Accepted Solution
Membro do Hall da Fama | Parceiro
Junho 16, 2023 15:24
Hi @KJenkin10479 , HubSpot doesn't have a setting to log incoming emails automatically for a connected personal inbox. You can log email...Leia mais
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