Outlook Sales Extension

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Solved
KMBIT on June 18, 2025
the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the windo read more
0 upvote
2 Replies
Accepted solution
Top Contributor | Platinum Partner
June 18, 2025 19:39
Hi @KMBIT , That error usually means the HubSpot Sales add-in is struggling to load — often because of how it was installed or a browser issue b...read more
prozakis on June 18, 2025
We are a company with 12 Windows 11 computers. We use MS Office 365 desktop. In Desktop Outlook, we had installed the HubSpot Sales extension. Now, we are forced to switch to the New Outlook (i.e., leave Outlook Classic) because of an incompatib read more
0 upvote
6 Replies
Participant
June 18, 2025 06:52
the web extension is already installed
Solved
KRosero on June 17, 2025
Hi! I have a few contacts that have multiple deals associated to them but the issue we've been seeing recently is when they send an email regarding a particular deal, HbSpot attaches it to all the deals associated to them. Is there an auto read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 17, 2025 12:48
Hi @KRosero , For one, you can define automatic activity defaults by following these steps: https://knowledge.hubspot.com/object-settings/con...read more
Solved
MarcosBarcelos on June 12, 2025
I am having difficulties. Is the only way that I have the emails sent by the Outlook site created automatically on HubSpot by using the HubSpot Sales Outlook desktop add-in? Because I am new at that company, and the team informed me that before they read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 12, 2025 13:48
Hi @MarcosBarcelos , This personal email connection simply allows you to send emails from within HubSpot from your connected account. If...read more
Solved
RMazzucchelli7 on June 11, 2025
Key Question: Can Outlook meeting statuses (e.g., Accepted, Declined) map to HubSpot fields?
0 upvote
4 Replies
Accepted solution
Top Contributor | Gold Partner
June 12, 2025 04:37
Hello @RMazzucchelli7 , At this time, HubSpot does not natively sync Outlook meeting response statuses (such as Accepted, Declined, or Tentat...read more
Solved
EGONZALOPALOM on June 11, 2025
hi, we need to add a custom object in Outlook sales extension. how can we add it? so far we can see only the default existing objects in hubspot thank you
0 upvote
3 Replies
Accepted solution
Thought Leader | Elite Partner
June 11, 2025 08:01
Hi @EGONZALOPALOM Currently, the HubSpot Sales Extension for Outlook (also called the HubSpot Sales Add-In) only supports default CRM ...read more
CPOWERS4 on June 09, 2025
Hi all, I’m hoping someone might be able to help clarify an issue I’m noticing on behalf of my team. We use LetSignIt for our email signatures in Outlook, and the signatures change several times throughout the year. When I send an email th read more
0 upvote
2 Replies
Guide | Elite Partner
June 11, 2025 13:19
Thank you, @BérangèreL Hi @CPOWERS4 , While, I haven't used LetSignIt, I just want to double check if you have possibly tried disconnecting th...read more
Solved
galvanA81 on June 03, 2025
Hello all, So our team was successfully using the Outlook extension and where able to log emails, as soon as they would open the extension the associated objects to the contact would already be within the options of the UI extension. However, in t read more
0 upvote
1 Reply
Accepted solution
Recognized Expert
June 03, 2025 06:17
Hi @galvanA81 Based on the screenshot the email is on the never log list, so nothing will be logged against the Kontakt and associated recor...read more
Solved
Raamkumar on May 29, 2025
I would like the ability to set a custom date and time for tasks directly from the HubSpot Outlook add-in . Currently, the add-in only allows setting a due date, and tasks appear on my calendar with a default time and duration. This limita read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
May 30, 2025 00:53
Hi @Raamkumar , The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hu...read more
Solved
DHuggard on May 23, 2025
With the desktop add-in for Outlook, the HubSpot Sales extension would simply add an email address into bcc so that the email would be logged to the CRM. Being that the desktop version will no longer be supported, we've attempted to migrate to the M read more
0 upvote
1 Reply
Accepted solution
Recognized Expert | Diamond Partner
May 23, 2025 13:01
Hi @DHuggard , There's not a great option. You can go back to manually adding a BCC or selectively open and close the panel. Neither is the mo...read more
Solved
DShaughnessy on May 20, 2025
I'm attempting to add Outlook to HubSpot. At the screen " Confirm your details to continue" it's required to choose the country. I have gone through the drop down list several times and have confirmed there is no option for the United States of Amer read more
0 upvote
1 Reply
Accepted solution
Recognized Expert
May 21, 2025 02:30
Hi Can you please include a screenshot of what you are seeing, full screen if possible? I'm not aware of a country selection being required so not s...read more
Solved
EGONZALOPALOM on May 19, 2025
hi when we schedule a meeting from Outlook to a contact existing in Hubspot, we don't see this meeting schedule in contact activity (or meetings). i remember this was possible in the past, for your info, the calendars are syncronized. we can se read more
0 upvote
3 Replies
Accepted solution
Top Contributor
May 19, 2025 18:34
Hi @EGONZALOPALOM Let’s sort it out step-by-step. 1. Quick clarifying que...read more
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