Outlook Sales Extension

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JLang2 on April 12, 2024
I work on several projects and don't want to be logged in to HubSpot all the time in Outlook. How do I get it to stop asking me to log in when I want to send a message? Thanks, Jillian
Community-Manager/-in
April 15, 2024 05:12
Hi @JLang2 , Thank you for reaching out to the Community! I found an article " HubSpot Sales prompts login every time Outlook on desktop is o...Beitrag ansehen
SFrench on April 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 Beitrag ansehen
Community-Manager/-in
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...Beitrag ansehen
Hildegaard on März 22, 2024
All my users, including myself, are getting this popup login window every day, when we open Outlook for the first time: Otherwise, our HubSpot add-in doesn't work Beitrag ansehen
Mitwirkender/Mitwirkende
April 12, 2024 08:23
I got below from support: I'm afraid that due to the significant changes introduced by Microsoft as part of the new Outlook for desktop app, HubSpot...Beitrag ansehen
Gelöst
ABellini on März 22, 2024
Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie
1 Likes
2 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
März 22, 2024 14:58
Ciao @ABellini Sì, per sincronizzare le riunioni con HubSpot è necessario collegare il calendario. Ecco un articolo su come farlo https://k...Beitrag ansehen
Gelöst
WHeighington on März 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 Beitrag ansehen
0 Likes
5 Antworten
Accepted Solution
Teilnehmer/-in
März 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...Beitrag ansehen
EWetzel on März 21, 2024
Hello everyone, we use the HubSpot Outlook Plugin to enroll contacts in sequences. We have noticed that images from the signature are not displayed. However, this only happens when the sequence is started from the Outlook Plugin. I have already Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 22, 2024 04:48
Hello Pam, Thank you for your response. I'd be happy to provide you with some information. We are using Outlook 365 on Windows (Version 2402) a...Beitrag ansehen
Gelöst
SJamieson75 on März 11, 2024
I have a user who has been using the Outlook extension now for a few months. They have been able to add contacts from outlook successfully but recently this function seems to be restricted. I have had a look and cannot see any changes to the users p Beitrag ansehen
1 Likes
4 Antworten
Accepted Solution
Teilnehmer/-in
März 13, 2024 05:13
Hi there, Update on this. The user contacted HubSpot technical support who said this was a bug and they fixed it and so this now allows the contact...Beitrag ansehen
Gelöst
BPundt on März 06, 2024
Hello, I have figured out how to log past emails sent before we were using Hubspot, associated with contacts that have been added now. What I'm trying to do is find out if I can still track those emails as to whether they have been opened. T Beitrag ansehen
0 Likes
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 06, 2024 15:39
Hi @BPundt , Unfortunately not, no, because HubSpot was never able to add the tracking pixel if these emails weren't sent as tracked. This pag...Beitrag ansehen
MR7 on März 06, 2024
The HubSpot sales feature is creating a new contact in HubSpot successfully and logging the e-mail but it is not creating a new associated company for me. Any suggestions? When I click on the 'Log' feature on the add-in pop up it only gives me ' Beitrag ansehen
1 Likes
1 Antwort
Vordenker/-in | Platinum Partner
März 06, 2024 06:38
Hey @MR7 you can follow this steps to set this up automatically when a contact has a @company https://knowledge.hubspot.com/object-setti...Beitrag ansehen
Gelöst
Yarexi23 on März 05, 2024
Since we migrated from Gmail to Outlook, our team lost connection and email tracking. We do not get new contacts because it does not work. We followed all the steps to reconnect the email, but it still does not work as it did before the migration. Beitrag ansehen
0 Likes
25 Antworten
Accepted Solution
Koryphäe | Elite Partner
März 11, 2024 20:41
Hi @Yarexi23 the settings all look correct - have you tried searching your contact records in HubSpot for the email address (vs. first/last name)? ...Beitrag ansehen
joshuac on März 04, 2024
Hi, I am an IT employee that helps manage a client who's employees use Hubspot as an add-on in their Outlook that lets them keep track of sales and everything else Hubspot is meant for. However, we have received a few reports of users being sign Beitrag ansehen
3 Likes
11 Antworten
Mitglied
April 04, 2024 16:02
@joshuac wrote:F Hi @StepChange , Unfortunately no matter what I change we still have clients stating that Hubspot continuously signs them o...Beitrag ansehen
Gelöst
FatFriday on März 01, 2024
Hey Everybody We're using the sales tools plugin for Outlook Desktop but it never gets past the spinning blue circle at the top. The 365 web version works fine, no problems. Its not just one user, its everybody Pointers please Thanks D Beitrag ansehen
0 Likes
7 Antworten
Accepted Solution
Berühmtheit | Partner
März 01, 2024 10:57
Hi @FatFriday , HubSpot is ending support for that add-in due to changes by Microsoft. That's probably the reason: https://community.hubspot....Beitrag ansehen
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