Outlook Sales Extension

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  • Tom on October 27, 2016
    13 upvotes
    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:...
    Tom
    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 ...
  • JShailes on July 28, 2021
    0 upvotes
    1 Replies
    I have recently downloaded the office 365 add-in, Sales tools, and when I click on the orange icon to access, it tells me there is ADD-IN ERROR Sorry, we can't load the add-in. Please make sure you have network and/or internet connectivity. Click ...
    Participant | Diamond Partner
    July 28, 2021 09:48
    @JShailes Are you on a network that's behind a firewall? Sometimes organizations block traffic from unrecognized domains and if the add-in is tryi...
  • MHall0 on July 27, 2021
    0 upvotes
    3 Replies
    Hi, i have recently installed the office 365 add in. this is working fine and tracking emails i send through outlook on my phone as well as emails i send throug outlook online. When i load the desktop app though i can see the 'Hubspot Sales Tools' a...
    Member
    July 28, 2021 10:38
    Hi both, thank you for the replies. In answer to your question i am not using a Mac, standard laptop running windows 10 pro. Ive checked my o...
  • WBailey on July 26, 2021
    1 upvotes
    8 Replies
    I recently started using Hubspot Sales CRM both online and downloaded the sales add in for Outlook 2019. I am not able to log into the Hubspot sales add in on Outlook. Since experiencing issues I have read all of the online threads, unistalled/rei...
    Community Manager
    July 29, 2021 03:19
    Thank you @samiabid for trying to help here. Hi @WBailey @FEB @MSi3063 Thank you for reaching out. I want to make sure I...
  • QBurgess on July 26, 2021
    0 upvotes
    1 Replies
    Is it possible for a user to install the outlook plugin when using outlook from a web portal and not the native application? In other words, the user access their outlook email on a web protal and not a native installed outlook applicaiton. The user...
    Top Contributor | Diamond Partner
    July 26, 2021 21:40
    Hi @QBurgess , Many of the MAC users have issues when with the Outlook add-in as it doesn't support many features. Check this thread here: Hub...
  • marcojhb on July 22, 2021
    0 upvotes
    2 Replies
    Hi all, I've just started used Hubspot and I'm already stuck here. I've download the Outlook for Desktop extension and installed it. From there, I see the grey icon. I click on it, select log in, and it then brings up a login page. I log in,...
    Member
    July 23, 2021 01:34
    Hi there, Nope, nothing there worked. Step 1: Icon is greyed out Step 2: Click log in Step 3: Fill in my details (same de...
  • kate_fr on July 22, 2021
    0 upvotes
    1 Replies
    Hi, We're having issues with installing HubSpot Sales Office 365 add-in. First, we tried to deploy the add-in centrally. We got an email notification saying that "Hubspot Sales was successfully deployed", but we weren't able to actually use ...
    Community Manager
    July 22, 2021 14:58
    Hello @kate_fr , thank you for the detailed information provided. Wanted to confirm if you currently have both extensions installed at the same tim...
  • Solved
    shochdoerfer on July 14, 2021
    0 upvotes
    2 Replies
    When trying to open the Sales Hub app in Office 365 Outlook Web Access in the Vivaldi browser (version 4.0.2312.38) on Windows 10, I get an error message that the add-in cannot be started. When opening the add-in via the Edge browser, everything i...
    Participant
    July 14, 2021 23:37
    Thanks for pointing this out. I was hoping that Vivaldi, since being based on Chrome, would also work. Will switch to Edge for now for Office Web...
  • Solved
    SunnyChow on July 13, 2021
    0 upvotes
    1 Replies
    Hi... is it possible to use hubspot contact list on microsoft outlook 2016. Lets say I created a list of contacts with 10 people on it, how do I use the list on microsoft outlook 2016? I contacted support but they cant seem to find the answer for m...
    Most Valuable Member
    July 14, 2021 00:56
    Hi @SunnyChow , Thanks for the details and context! HubSpot lists do not synchronize to the Outlook address book. This cannot be accomplished ...
  • SRowe on July 13, 2021
    0 upvotes
    3 Replies
    Does anyone use both the Salesforce and Hubspot Outlook Add-Ins? I can see Hubspot in my Inbox, but it appears Salesforce went away. I am having difficulty being able to include any other add-ins to my inbox.
    Key Advisor
    July 25, 2021 23:32
    Thanks @sharonlicari I agree with @LaurenKennedy here. Hi, @SRowe I have not used Outlook, but it'd be similar to Gmail add-ons (...
  • manuolito on July 08, 2021
    0 upvotes
    6 Replies
    Hello, I am unable to install the HubSpot Sales Outlook Desktop Add-in in my virtual machine using Parallels for Mac. After successfully installing Microsoft Visual Studio Tools for Office (VSTO) it cannot install the WebView2 runtime and ou...
    Community Manager
    July 29, 2021 08:14
    Hi @manuolito Thank you for your patience. The team came back and confirmed this should work. This error hasn't come up before, so w...
  • Solved
    AH4991 on July 07, 2021
    0 upvotes
    5 Replies
    Hi there! When I go to add a contact to HubSpot from my Outlook extension, it isn't taking the information from the contacts signature to automatically populate the contact fields. Is there a simple fix in the settings for this?
    Recognized Expert | Platinum Partner
    July 08, 2021 04:57
    @AH4991 , Awesome. My apologies...for some reason I thought you already had that resource. Happy to hear your issues are cleared up!
  • Solved
    AH4991 on July 07, 2021
    1 upvotes
    2 Replies
    I'm having some difficulty adding deals to contacts via the HubSpot Outlook extension. I have a large number of deals in HubSpot, however, none of them are available when I go to add them to a contact. All I can do is create a new deal, not assign a...
    Member
    July 08, 2021 04:15
    Hi @Crystal_Hopper thank you so much, that's very helpful! I'll post to the ideas board now.
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