Outlook Sales Extension

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sjudson on December 04, 2023
Summary Microsoft recently announced a new version of Outlook that does not support VSTO add-ins, and with that its intention to move away from the VSTO add-in framework entirely. This announcement naturally impacts the HubSpot Sales VSTO read more
0 Reply
RaimundoCorreaF on July 23, 2024
Hello, I have connected my Outlook account with HubSpot. Now, whenever I send an email, a code is inserted in the BCC field. Where can I see the activity of my emails? If my coworkers also want to send emails, do they have to use the same cod read more
0 upvote
1 Reply
Hall of Famer | Partner
July 24, 2024 00:12
Hi @RaimundoCorreaF , This is the BCC email address, you can learn more about it here: https://knowledge.hubspot.com/connected-email/log-emai...read more
Albus_Bui on July 23, 2024
Hi all, Recently, I have been asked by internal users about OOO emails from their contacts some of which were automatically logged back in HubSpot, some were not. In both cases, they all enabled the tracking properly once they sent out the initi read more
0 upvote
2 Replies
Accepted solution
Key Advisor
July 23, 2024 17:10
Hi @Albus_Bui My best would be how different email providers and email clients handle OOO messages. If the OOO is an actual reply to y...read more
JMackenzie on July 23, 2024
Hi all, We use Office 365 and the error message says "Email address is already connected as a shared inbox. This inbox must be removed before connecting as a personal inbox. SHARED_INBOX_INVALID_DOWNGRADE" I connected my personal inbox years ago read more
0 upvote
2 Replies
Accepted solution
Key Advisor
July 23, 2024 10:43
Hi @JMackenzie Shared inbox and personal inbox are two different things. Ideally you should never connect a personal inbox as a shared...read more
MatheusMelo on July 22, 2024
Tenho 5 funcionários na minha conta, porém todos veem a mesma caixa de entrada, teria como cada um ver a sua caixa de entrada?
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
July 23, 2024 00:10
Olá @MatheusMelo , As caixas de entrada destinam-se a ser utilizadas para o endereço de correio eletrónico partilhado da equipa e não para um ...read more
MITS on July 22, 2024
Hello, I have this user who was able to get the Hubspot Sales add-in, but is unable to install the add-in. The button "Add" is greyed out for them and reporting this message: "Unable to connect to your mailbox to fetch your addins. You can add or re read more
0 upvote
1 Reply
July 23, 2024 00:42
Hi @MITS , There is no sure shot troubleshoot method for this issue. You can try some of the following ways: 1. Clear cache and cookies and restar...read more
VLe5 on July 19, 2024
Hi, Does HubSpot have the capabilty of automatically BCC'ing yourself or others when creating an email through the CRM? I know that through the Outlook extension, Hubspot itself is automatically BCC'd to log and track emails, but just wondering read more
0 upvote
1 Reply
Hall of Famer | Partner
July 19, 2024 12:07
Hi @VLe5 , For marketing emails yes, for sales emails no, unfortunately. https://knowledge.hubspot.com/marketing-email/set-up-a-complia...read more
Chris5861 on July 18, 2024
Is there a solution to use the Hubspot web add-in in the new Outlook with an account which is not set as primary?
0 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
July 23, 2024 05:26
I'm not aware of one Chris! Apologies!
briansweat on July 17, 2024
I'm using the "New" Outlook with the HubSpot Sales Extension (not the old Sidekick add-in). My default browser is Google Chrome and all links from Outlook open in Chrome except for the HubSpot notification emails. They always open in a pop-up Ed read more
0 upvote
2 Replies
July 23, 2024 20:30
I'm also experiencing this, and it wasn't an issue before @BérangèreL are you suggesting that the only workaround for this would be to remove the H...read more
KHanchette on July 17, 2024
I have 4 email accounts in Outlook. I would like to turn on by default tracking for 2 of them and not have any tracking or logging for the other 2. 2 for work and 2 for personal. How do I do this?
0 upvote
2 Replies
July 23, 2024 09:38
Thank you for the reply. I do not see that option. The Advanced tab just has "Dubug Mode"
Hauser on July 16, 2024
Is there anyways to better automate the email integration I have with Hubsport and Office 365? Every morning I have to login to Hubspot and check the box to log into Hubspot. Is there anyway to set it so it automatically integrates the emails?
0 upvote
1 Reply
July 16, 2024 14:24
Hi @Hauser ! You can try the following: Ensure that your email integration in HubSpot is set to a persistent connection. This setting should kee...read more
JWeaver9 on July 11, 2024
I have an Outlook email account and also a gmail account. I have added my gmail to outlook as I like working in outlook. Hubspot is associated to the gmail account. How can I ensure when working In outlook, my gmai is being logged in Hubspot. read more
0 upvote
2 Replies
July 12, 2024 12:11
How do I connect both accounts to Hubspot? When you say in your account settings. Do you mean my outlook account settings? or The Hubspot account s...read more
LKenny4 on July 10, 2024
I've noticed a number of my emails sent directly from Outlook desktop (with Hubspot address in BCC) recently have been logged against the wrong account. For some reason it is associating these with the wrong prospect. Some only have the Associat read more
0 upvote
2 Replies
Accepted solution
Hall of Famer | Partner
July 10, 2024 07:04
Hi @LKenny4 , Without more details on the recipients of the emails, the records etc it's hard to say from a distance what exactly is happening...read more
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