Outlook Sales Extension

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  • Tom on October 27, 2016
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • JezNolan on October 27, 2021
    1 Replies
    Hi, no matter what I do I cannot get this add-in to work. Outlook 365 Version 2109 Build 14430.20306 Click-to-run installed on a Windows PC. If I don't disable the Sales add-in Outlook crashes on sending email no matter whether the Track Email or Lo...
    Community Manager
    October 28, 2021 10:05
    Hi @JezNolan , Thank you for reaching out to the Community and describing the troubleshooting steps you took so far! Could you please confi...
  • JohnLewin on October 21, 2021
    1 Replies
    Thanks for helping me out. I have tried everything and chatted to help desk many times. While it sees a simple problem I just can't get it to to work like it did. Problem I sent a number of emails out to a company. I checked log ...
    Community Manager
    October 22, 2021 14:39
    Hello @JohnLewin what is your current outlook version? When sending an email are you sending from HubSpot or from your outlook? The more informati...
  • JohnLewin on October 21, 2021
    1 Replies
    I sent a number of emails out to a company. I checked log to CRM and track email. None of the emails came up in an activity search under Contact Company When I searched activity under contacts contacts there was the list of all the email...
    Community Manager
    October 22, 2021 07:56
    Hi @JohnLewin , Thank you for reaching out to the Community! It seems you're using our Sales add-in. You can customize which associated re...
  • Solved
    paasto on October 21, 2021
    4 Replies
    Suddenly HupSpot Sales Add-in for Outlook just died. This worked a while ago but not it's totally busted and there are no mentions of this situation. I have macOS (11.6) and Outlook desktop (Outlook for Mac, version 16.54) Error message is: "Un...
    October 26, 2021 04:40
    @webdew , however I'm marking your answer as a solution. Today the HubSpot's add-in sidepanel loaded so time took care of the issue. Additionally ...
  • Solved
    Jakim on October 14, 2021
    1 Replies
    We see the case that some person in charge is in charge for more than 2 companies. It usually can be seen at Chain hotel or Consultant contacts who works with several clients companies. We can assosiate the contacts information with more than 2...
    Top Contributor | Diamond Partner
    October 15, 2021 01:15
    Hi @Jakim , You can create the email from respective company : https://prnt.sc/1w82w2u Hope this helps! If we were able to answer you...
  • SFB on October 14, 2021
    1 Replies
    A client who uses Office 365 cannot send emails from Hubspot. My question is, does the add-in require that MX records be pointed directly to outlook.com mail servers? In this case, the client's MX records point to Mail Assure, a spam filtering sys...
    Community Manager
    October 18, 2021 03:01
    Hi @SFB Thank you for reaching out. It seems like a complex set up from this user, do they get a specific error message when trying t...
  • Solved
    AmitM12 on October 14, 2021
    2 Replies
    Hi HubSpot community! I have spent the last hour trying to understand the HubSpot add-in on Outlook. Basically what I would like to do is start a new e-mail and be able to see not only my Outlook contacts, but also all of my contacts in HubS...
    Key Advisor
    October 18, 2021 02:45
    Hi @AmitM12 , That's not the way the Outlook add-in works, I'm afraid. Rather than loading all your HubSpot data, the HubSpot Sales sidebar s...
  • Meto on October 12, 2021
    2 Replies
    Hi there, Today when I open Outlook desktop I see the HubSpot sales addin asking to login. But after login successful I see this error message as below. Sorry. Hubspot didn't load properly. Please try to login again. I restarted ...
    October 14, 2021 04:14
    Hi Pam, Thank you for your reply. No, the problem was solved from itself. I don't know what happen. I think that was an issue with hubs...
  • THouston on October 12, 2021
    1 Replies
    Hello I'm just wondering if anyone could please help me? No matter what avenue I seem to be going down, I cannot seem to get the Outlook Sales Tools add ins to show on my Outlook toolbar. I have been in touch with the Hubspot sales team who have tal...
    Community Manager
    October 13, 2021 04:10
    Hi @THouston Thank you for reaching out Can you confirm you've followed all steps listed in this article ? Thank you! Best ...
  • TRohlfs on October 08, 2021
    1 Replies
    Hello, this is a repeat of a previous unanswered question. Thanks. I see in my Hubspot sales extension panel that I can create a task and due date associated with an email. It will then show up in my task list in hubspot. Could it be possible th...
    Community Manager
    October 11, 2021 09:42
    Hi @TRohlfs , Thank you for reaching out to the Community! Just to confirm, you're creating Tasks in Outlook via the contact pane of the...
  • Solved
    TLivesey on October 08, 2021
    5 Replies
    I've managed to install the Outlook web plug-in and all seems good but I actually want to track an email to a contact. It allows me to go to that contact in hubspot but not track the email. What have I done wrong, it's been driving me nuts for the l...
    Key Advisor
    October 11, 2021 01:34
    I'm struggling to understand your issue, here. In your initial post, you said: "I've managed to install the Outlook web plug-in and all seems...
  • Solved
    ALister on October 08, 2021
    2 Replies
    Hi Folks. I'm new to using HubSpot, and have the Outlook sales extension working. Its tracking new emails and creating people as contacts fine. Is it possible for the Extension to go through my sent items and add in customers I have previously E...
    October 08, 2021 00:57
    Fantastic idea, thank you. Have a great day!
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