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Outlook Sales Extension

Buscar soluciones en Outlook Sales Extension o hacer una pregunta

sjudson en Diciembre 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 Leer más

Responder Announcement

12 Me gusta

0 Respuestas

Dramons en Septiembre 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 Leer más

Responder Contacts

0 Me gusta

2 Respuestas

Dramons

Participante

Septiembre 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...Leer más

Resuelta

Antonimo en Septiembre 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.

Responder CRM Getting Started Integrations

0 Me gusta

8 Respuestas

Solución Aceptada

Jnix284

Miembro del salón de la fama

Septiembre 02, 2024 08:25

@Antonimo I've seen this pop-up a few times here in the community and can only imagine how frustrating it is to have to login over and again. Based...Leer más

Resuelta

IHorman3 en Agosto 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 Leer más

Responder Connected Email

1 Me gusta

3 Respuestas

Solución Aceptada

Lucila-Andimol

Líder intelectual | Partner nivel Platinum

Agosto 29, 2024 05:26

hi @IHorman3 in general when you have settled the 2FA you don't have to login every time but I'd strongly suggest that you can provide @Béran...Leer más

Resuelta

LawP en Agosto 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 Leer más

Responder Starter

0 Me gusta

4 Respuestas

Solución Aceptada

GiantFocal

Participante | Partner

Agosto 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...Leer más

Resuelta

DMB en Agosto 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 Leer más

Responder Starter

2 Me gusta

8 Respuestas

Solución Aceptada

trevordjones

Experto reconocido | Partner nivel Diamond

Agosto 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 ...Leer más

Resuelta

RKlimek en Agosto 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 Leer más

Responder How-To

0 Me gusta

3 Respuestas

Solución Aceptada

DSharma02

Colaborador

Agosto 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...Leer más

Resuelta

Albus_Bui en Agosto 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 Leer más

Responder Professional

0 Me gusta

3 Respuestas

Solución Aceptada

danmoyle

Miembro estimable | Partner nivel Elite

Septiembre 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...Leer más

SauravRoy en Agosto 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?

Responder Professional Starter

0 Me gusta

1 Respuestas

PamCotton

Administrador de la comunidad

Agosto 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 ...Leer más

Resuelta

KMether en Agosto 06, 2024

Hubspot Remote Desktop app?

Hi, does Hubspot have a remote desktop tool?

Responder Enterprise

0 Me gusta

5 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Agosto 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...Leer más

Resuelta

helenzqr en Agosto 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 Leer más

Responder Free

0 Me gusta

1 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Agosto 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...Leer más

CForti4 en Agosto 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 Leer más

Responder Free

0 Me gusta

2 Respuestas

CForti4

Miembro

Agosto 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...Leer más

JWeiner en Julio 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 Leer más

Responder Connected Email Free

0 Me gusta

6 Respuestas

DianaGomez

Administrador de la comunidad

Agosto 01, 2024 08:47

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

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