Outlook Sales Extension

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PBoyd on February 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 read more
0 upvote
0 Reply
ESlater on February 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 read more
0 upvote
1 Reply
Community Manager
February 29, 2024 10:17
Hi @ESlater , Thank you for reaching out to the community! I'm not sure if you're familiar with the signature generator tool availa...read more
FatFriday on February 27, 2024
Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren
1 upvote
12 Replies
Accepted Solution
February 27, 2024 11:27
I found it....!!!!
mrfixit on February 27, 2024
Hi I have Outlook 365 extension installed and setup on my Outlook (new) client. The sidebar is active whenever I send, or reply to an email and the emails are captured into Hubspot, but if I exit Outlook and start it again, I have to login to the read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 03:29
Hi @mrfixit , Yes, this is expected behavior. The sales extension does not automatically log incoming emails, only your sent emails and replie...read more
CWilliams70 on February 26, 2024
One of the users in my organization has been logging emails manually using the BCC address (not the Outlook integration). I have confirmed he is using the correct email address, yet his emails are not being logged to either the contact or company, h read more
1 upvote
2 Replies
Thought Leader | Gold Partner
February 27, 2024 11:41
Hey @CWilliams70 So maybe there is a problem on how the HTML is built up in your external email. This might be consider as spam for HubSpot. ...read more
Sophiep1 on February 20, 2024
I've had to switch over to the (new) outlook app, and emails are not tracking. I've made sure I downloaded the correct plugin that is running in my outlook I can see that but it just doesn't populate with the BCC tracking address and I can't fig read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 20, 2024 05:01
@Sophiep1 did you follow these steps? https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-add-in-individually ...read more
KGregg on February 13, 2024
When scheduling Microsoft Teams Meetings through HubSpot on the Contact Timeline, the meeting invite sends to the invitees only as a link, without the Meeting ID, Passcode etc., that usually sends when scheduling through Teams directly. Has anyone e read more
1 upvote
5 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
February 13, 2024 10:45
Thanks for the additional context @KFogarty , the screenshot is really helpful. The yes, maybe, no options at the top of your email shown in t...read more
WAumayr on February 02, 2024
How to deal with multiple Outlook365 accounts and extension should be working for a secondary account only! currently the add in works only if the account the extension is installed with is the primary account of my outlook365
0 upvote
6 Replies
February 14, 2024 17:06
No real helpful answer from the HubSpot community so far! New outlook addin only works for primary mailboxes!
HunterHawley on January 31, 2024
Hi all, I am currently working with a holding company that has two company identities underneath it. Everyone is using Outlook on their Windows machines and is getting email from both sub-companies through one single Outlook app on their computer. read more
0 upvote
2 Replies
February 01, 2024 10:57
@Jigar_Thakker I am afraid this might be the right answer... there is no way this will work though. Anybody would have a very hard time keeping all...read more
cmepaiva on January 21, 2024
I don't want to know how to adjust email reminders, as I've seen countless posts about that. This question is regarding my own calendar alerts/reminders, not the email reminder that the client receives. I prefer my personal calend read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
January 21, 2024 19:09
Hi @cmepaiva I've checked the individual meeting settings and the global meeting settings and couldn't find an option to change the default notifi...read more
teresedawn on January 18, 2024
I am using the HS add-in on outlook for Mac (version 16.81). It was working fine earlier today, but suddenly get the notification: Tracking turned off. Unable to add tracking to your email. This is most likely due to a conflict with another add-i read more
3 Replies
Accepted Solution
January 18, 2024 20:54
I'm running into the same problem on my Macbook. The answer I got from support it quoted below. I will tell you my quick fix has been to use outl...read more
MChanning on January 17, 2024
We have the HubSpot Free subscription. We have synchronized HubSpot Mail with Outlook Mail and installed the HubSpot Sales Tools add-in into Outlook. I have made a career out of asking stupid questions, and so I am not going to stop now. Could so read more
0 upvote
2 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
January 17, 2024 06:05
Hi @MChanning 1. The answer to your first question depends on if you are talking about a personal mailbox connected to the CRM by an individ...read more
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