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Outlook Sales Extension

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sjudson on December 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Reply Announcement

12 upvotes

0 Reply

Dramons on September 04, 2024

Sales Extension not carrying over contact details into Hubspot (only email adress)

Dear community, when trying to create a new contact in Hubspot by using the Outlook Sales Hub Extension (desktop version) and filling in all contact information, the information is not carried over into the CRM contact entry. Only the email addr read more

Reply Contacts

0 upvote

2 Replies

Dramons

Participant

September 05, 2024 11:03

Hi @KhushbooRevOps , thank you for the quick reply. I tried these, however, it does not seem to work. I do not know where i can modify these s...read more

Antonimo on September 02, 2024

Required to Login Every time using HubSpot Sales add-in for Office 365

HubSpot Sales have advised using the HubSpot Sales add-in for Office 365 add-in for tracking e-mails in Outlook for Desktop in Windows. It is set up and works fine, but every time I start Outlook I have to login again.

Reply CRM Getting Started Integrations

0 upvote

7 Replies

Antonimo

Member

September 04, 2024 04:12

Hi Jennifer, Thanks for researching that link. The articles refers to the Get Add-Ins toolbar button which is greyed out on my instance. I a...read more

IHorman3 on August 28, 2024

Having to log in *twice* every day - so annoying

I use lots of different software, they all have a login process, but by and large I only have to login when I restart my browser, and even then Chrome remembers my credentials so it's very quick. Why is it, then, that I have to manually enter my read more

Reply Connected Email

1 upvote

3 Replies

GiantFocal

Participant | Partner

August 29, 2024 10:49

Hi @IHorman3 , This issue doesn't occur for me or my team. Can you double-check if this problem is specific to one browser/device or if it happ...read more

Solved

LawP on August 28, 2024

Don't track email opens or clicks from specific IP addresses

I am trying to block my IP address from tracking email opens/clicks, but my IP address is constantly changing. Every few days I have to go to settings to update " Manage blocked IP addresses". I am using the Outlook plugin. Is there anyway to fix read more

Reply Starter

0 upvote

4 Replies

Accepted solution

GiantFocal

Participant | Partner

August 29, 2024 10:56

Hi @LawP , If your dynamic IP is within a specific range, you can exclude the whole range from being tracked. You can access it from Conte...read more

Solved

DMB on August 13, 2024

Fill in Contact "Name" and "Surname" when contact is added via Outlook Add-in

With Hubspot's Outlook add-in, a contact including first and last name, company and email could previously be transferred to Hubspot when sending an email in Outlook. Now only the email and company are transferred. The system no longer seems to auto read more

Reply Starter

2 upvotes

8 Replies

Accepted solution

trevordjones

Recognized Expert | Diamond Partner

August 16, 2024 16:38

Hi @MScaramastra and @nkerns1025 and thanks for the tag @kennedyp , If you're using this online and not in the desktop plugin. I'd start ...read more

RKlimek on August 13, 2024

Can't connect my inbox to hubspot

Hi there, I can't seem to connect my inbox to hubspot via the Hubspot Sales extension. I tried both via desktop and online and it doesn't work. The issue is nothing to do with the extension or outlook version. Both are fine because I managed to read more

Reply How-To

0 upvote

3 Replies

DSharma02

Contributor

August 14, 2024 00:43

Hi @RKlimek , Check your email settings and see if something preventing it to connect with HubSpot. After disconnecting, clear cache and cookies an...read more

Solved

Albus_Bui on August 12, 2024

HubSpot-Outlook: Marking a meeting as Complete triggered the invite update in Outlook

Hi Experts, Currently, I have received a case reported by our sales team which I was not able to find a relevant Knowledge base to refer to.. The case is summarized as follows: - We have Outlook calendar synced with HubSpot - Sales marked read more

Reply Professional

0 upvote

3 Replies

Accepted solution

danmoyle

Most Valuable Member | Elite Partner

September 03, 2024 15:29

Hey there @Albus_Bui . I'm in agreement with @PamCotton here. It could be a settings issue. I've also seen it where, when you "create meeti...read more

SauravRoy on August 07, 2024

Log all emails to HubSpot from Microsoft admin

Hello all, Is it possible to log all incoming and outgoing emails to HubSpot at an organisation level from the Microsoft 356 admin?

Reply Professional Starter

0 upvote

1 Reply

PamCotton

Community Manager

August 08, 2024 09:45

Hey @SauravRoy , thank you for posting in our Community! Currently, logging all emails at an organization level from Microsoft 365 directly ...read more

Solved

KMether on August 06, 2024

Hubspot Remote Desktop app?

Hi, does Hubspot have a remote desktop tool?

Reply Enterprise

0 upvote

5 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 07, 2024 00:14

@KMether no, this is not something that HubSpot offers. HubSpot is a customer platform focused on connecting marketing, sales, and customer service...read more

Solved

helenzqr on August 06, 2024

The add-in does not show in Outlook, login prompt disappears

I installed the HubSpot Sales add-in and restarted the PC, but nowhere in Outlook it shows the icon of the add-in, so I can't click on the icon to log in. Not sure what's wrong. The Outlook version is 1.2024.725.400(Production). If anyone can help read more

Reply Free

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

August 07, 2024 00:24

Hi @helenzqr , Microsoft has ended the support of VSTP add-ins (which includes HubSpot's) in the new Outlook, see here: https://community.hub...read more

CForti4 on August 01, 2024

Not Connecting Outlook and Hubspot

Hubspot has been deployed through my Admin. When I go through the process, it then states I have to ask for permission. Permission was granted by Admin, but when I try to connect, I get roadblocked. See attached. Admin has granted permission a read more

Reply Free

0 upvote

2 Replies

CForti4

Member

August 06, 2024 14:20

That did not help. My admin with Global Permissions cannot access the area to approve in their MS console. Makes no sense. Will migrate to another CR...read more

JWeiner on July 30, 2024

Inbound emails not logging suddenly

Hello, I've been using the free version of Hubspot for a few months now. Until now, I haven't had many issues that I couldn't troubleshoot on my own. I'll describe my situation and hopefully based on that description you can explain what's caus read more

Reply Connected Email Free

0 upvote

6 Replies

DianaGomez

Community Manager

August 01, 2024 08:47

Hi @JWeiner , Thanks for the details and screenshot. Let's seek guidance from a few experts: Hello @LouiseHare , @Lucila-Andi...read more

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