Outlook Sales Extension

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Justin_Pacific on October 04, 2022
Does anyone know how to associate an email recieved from a 3rd party to a deal? My client is a finance broker, offering finance to businesses. During the sales process, they will receive a number of offers from lenders (3rd parties) for their cu read more
0 upvote
0 Reply
HFles on October 03, 2022
We need to secure that users do not spread confidential information, especielly internally. When outlook is used, and user has by default ticked off "Log email", and "Track email", and hubspot recognise the receiver, it should automatically tick of read more
0 upvote
2 Replies
Accepted Solution
October 03, 2022 06:00
Hi there, what we've done to prevent accidental sharing of sensitive email is block the domain of our company so that no internal emails are shared t...read more
MDiercks on September 30, 2022
My Hubspot for Windows login pop up keeps popping up. I log in with my Outlook account (not Google), click the "remember me", get the texts verification code, enter it. Everything is fine for about an hour and then it pops up again asking me to log read more
0 upvote
8 Replies
Accepted Solution
Community Manager
October 03, 2022 00:10
Hi everyone, Thank you for tagging me in, @danmoyle ! @MDiercks - I would recommend clearing your cache to see if this resolves...read more
alicebubbles01 on September 28, 2022
Twice this week the Outlook Hubspot Sales extension has disconnected from my inbox, the first time i just clicked reconnect on hubspot and it fixed itself. This time, however, I fill out all of the correct information (the exact same as what it was read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
September 28, 2022 10:32
@alicebubbles01 here's a troubleshooting resource that may help. Are you using HubSpot free so you don't have technical support ? If so, I'll ta...read more
LSykes8 on September 25, 2022
Hi All, Any help is greatly appreciated. I have been using hubspot with sales hub integration for outlook, mostly without problems for 2+ years. In the last few weeks, it started logging out multiple times in a day. As of this morning, it was read more
0 upvote
6 Replies
Accepted Solution
September 29, 2022 17:15
For anyone else that gets caught in this, I removed the 3rd party access from google, unlinking hubspot from Calendar etc. and then after that, I cou...read more
GFair on September 23, 2022
I have a few theories but let's see if someone can help clarify. I used the email signature generator and created a great looking signature. When I send through Hubspot and recipient responds I sometimes see (honestly I'd have to look how many times read more
0 upvote
4 Replies
September 26, 2022 06:50
@chrisworqflow thanks for the input. I thought that too but then I overthought it with, "it works on internal emails without a flaw and seems like i...read more
KPietroski on September 16, 2022
Are there any plans for HubSpot's Outlook extension integrating with macs desktop in the near future? It appears that there may have been an integration in the past, but not currently? I did try the add-in extension for Microsoft's Offic 365, but i read more
0 upvote
3 Replies
Accepted Solution
September 18, 2022 05:48
@SNigam I continue to have issues with utilizing the online version of Microsoft 365 not being able to sync HubSpot (repeatedly getting the messag...read more
RSegnatelli on September 15, 2022
We recently have had a number of collegues in sales install the HubSpot addin for Office 365. I'd like to simplify things fro users. I would prefer to have the add in enabled to simply show the Track and Log email checkboxes in the Outlook ribbon. read more
0 upvote
2 Replies
Accepted Solution
Community Manager
September 16, 2022 14:07
Hello @RSegnatelli , happy Friday! Could you please confirm if you installed the app showing under this knowledge base here ? There could ...read more
GHull on September 15, 2022
I am currently using the Sales Outlook 365 add-in. In the case of logging a new contact that I'm emailing, is there way to customise the side-bar pop-up so that: 1) first/last name can be changed BEFORE the email is sent? 2) associated compa read more
0 upvote
1 Reply
Community Manager
September 16, 2022 01:22
Hi @GHull Thank you for reaching out! From what I can see in our knowledge base, you should be able to "Add to CRM" if the contact is ...read more
AIglesias7 on September 09, 2022
Hi, I'm currently using my gsuit account with Outlook, I could use the chrome extension with Gmail, but I'm not able to login with the addin. I've tried to remove the addin, and the chrome extension, but the problem remains. I've recorded a vide read more
1 upvote
5 Replies
Accepted Solution
Community Manager
September 13, 2022 02:19
Hi @AIglesias7 , Thanks for the screenshots and additional information! I removed the screenshot of your login code since it contained perso...read more
JonPolly on September 07, 2022
Hello, My Hubspot for Outlook and my Hubspot for Windows (Outlook requires both) won't log in. It accepts the login, then immediately gives me a new window to log into. The cycle continues. Any help would be appreciated.
1 upvote
6 Replies
Community Manager
September 20, 2022 02:43
Hi @JonPolly Thank you for your reply and for checking that Could you send me a screnshot of what you're talking about, as well as a s...read more
AGuzzo on September 02, 2022
Hello, I am trying to install the Outlook Contacts extension. When I click "Connect to Outlook Contacts," I get the following error message (picture also attached): Details: User error on remote account for appId="236007" reason="FAILED" me read more
0 upvote
1 Reply
Community Manager
September 05, 2022 01:49
Hi @AGuzzo Thank you for reaching out! This is strange, would you mind trying to clear your cache following those steps , as well as ...read more
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