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
10 upvotes
0 Reply
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
Member
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
Solved
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
Solved
JSamuel85 on July 10, 2024
We are looking for a way to file the emails we have logged under one company as they relate to different deals. We use the Outlook extension so don't use Hubspot as the main email, does anyone have any ideas please?
0 upvote
4 Replies
Accepted solution
Hall of Famer | Partner
July 10, 2024 06:21
@JSamuel85 no, HubSpot does not support moving emails on records into folders. You could request this as HubSpot Idea: https://community.hub...read more
GZaalberg on July 09, 2024
Hi Hubspotters, we are working with an administration tool which is connected with office 365 to send emails. these emails show up in our office 365 send items folder but do not show up in hubspot. i have connected the mailbox with hubspot, read more
0 upvote
1 Reply
Community Manager
July 10, 2024 09:51
Hey @GZaalberg , thank you for reaching out! When using a third-party tool to send emails through Office 365, these emails might not automat...read more
RMarvin on July 09, 2024
Hey, I am currently facing an issue with the constant need to log in to the Outlook 365 Extension . Our company is currently testing Sales Hub, and while we are generally very satisfied with the CRM, this issue could potentially be a dealbreake read more
Top Contributor | Partner
July 09, 2024 07:12
Hey @RMarvin Have you checked this article here : https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-...read more
IPovey-Hall on July 01, 2024
When I am adding contacts to HubSpot from outlook with the HubSpot sales plug in it is creatinging duplicates instead of matching them to the contact records I already have the contact records i alreacy have on hotspot has first name and second read more
0 upvote
2 Replies
Participant
July 01, 2024 13:55
Hi @IPovey-Hall , I work for Insycle and just wanted to pop in here and share a little more context about our duplicate merging features. Thank you ...read more
Solved
CLecklikner on June 27, 2024
My sales team wants to have emails logged automatically in hubspot. I have been testing out how to do it. We use Outlook 365. I have added the sales extension for Outlook 365 and have my email connected to my HubSpot account. I have settings set read more
0 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
June 28, 2024 00:08
Hi @CLecklikner , Can you review these troubleshooting steps? They're for email tracking but most of them apply to logging as well: https://k...read more
Maragosta on June 27, 2024
Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them tell me that they dont like to use it because the plugin is read more
0 upvote
2 Replies
Contributor
June 28, 2024 09:52
Hi @BérangèreL thank you for your response. Apparently, the windows' plugin needs to be opened so that emails can be logged (In the article it...read more
Maragosta on June 27, 2024
Hi, We ask our sales team and after-sales team to have the HubSpot plugin in Outlook always on, so all their emails are saved and tracked in our HubSpot Account. However, many of them, tell me that their plugin disconnects very regularly, req read more
1 upvote
6 Replies
Top Contributor | Partner
July 08, 2024 06:47
Hey @Maragosta Looks like an correct article to go check let me know if you are able to find solution from this happy to help you in this : ) ...read more
KCallahan on June 27, 2024
Can the Hubspot extension be added to outlook mobile ipad version?
0 upvote
1 Reply
Community Manager
June 28, 2024 03:30
Hi @KCallahan , Thank you for reaching out to the Community! I checked for you and at the moment, this is not possible. I’ve noticed a similar ...read more
Solved
ShannaVKE on June 26, 2024
Hi, can I disable read receipts for internal emails? That we cannot see from mutual colleagues when an email is opened or clicked? I set our email addresses to "never register" so they are not stored in the CRM. But this doesn't seem to have any eff read more
0 upvote
1 Reply
Accepted solution
Top Contributor | Gold Partner
June 26, 2024 04:28
Hi @ShannaVKE , currently, you can only enable/disable email tracking on the account level, not for specific emails. So unfortunately this isn't p...read more
Solved
ShannaVKE on June 24, 2024
Hi, I found a lot of the same threads in this forum, but this very annoying bug is not fixed yet. My team finds this very annoying and since I convinced them of Hubspot, I now feel responsible for the fact that this does not work well and there seem read more
1 upvote
5 Replies
Accepted solution
Participant
June 26, 2024 03:27
I removed some hubspot files in my AppData on my pc, and installed the new 365 add-in after that. This seems to work. So don't uninstall the Outlook ...read more
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