Outlook Sales Extension

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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
März 22, 2024 12:37
@Jigar_Thakker I'm not using the web browser version
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
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 | Diamond 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
10 Antworten
Teilnehmer/-in
März 28, 2024 04:04
I agree, Hubspot is still signing out despite us using the 365 extension. Reps are not realising and emails are not recorded 😞
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
PBoyd on Februar 29, 2024
When creating a contact from within the Outlook sales side panel, it doesn't seem to prompt you to apply the phone number formatting (+44 (0) ); apparently it does in the Google sidebar... does anyone else's Outlook do this also? Using O365 outlook Beitrag ansehen
0 Likes
2 Antworten
Teilnehmer/-in
März 21, 2024 07:35
Hi Using your own message as example If I use this 'add to HS CRM' function in the side panel, and click in the Mobile phone field of the form, it...Beitrag ansehen
Gelöst
ESlater on Februar 28, 2024
Hi there, our business is looking for an email signature generator in Outlook to enable us to standardise our email signatures across the business. We tried Exclaimer but it wasn't possible to make this work with HubSpot the way we needed it to - to Beitrag ansehen
1 Likes
2 Antworten
Accepted Solution
Vordenker/-in | Platinum Partner
März 01, 2024 03:53
Hey @ESlater I'd totally recommend the signature generation tool that Diana shared from HubSpot. Each team member can create their own signatu...Beitrag ansehen
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