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Outlook Sales Extension

Outlook Sales Extension を検索する

sjudson 12月 04日, 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 続きを読む

返信 Announcement

12 いいね！

0 コメント

Dramons 9月 04日, 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 続きを読む

返信 Contacts

0 いいね！

2 コメント

Dramons

参加者

9月 05日, 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...続きを読む

解決済み

Antonimo 9月 02日, 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.

返信 CRM Getting Started Integrations

0 いいね！

8 コメント

ベストアンサー

Jnix284

殿堂入り

9月 02日, 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...続きを読む

解決済み

IHorman3 8月 28日, 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 続きを読む

返信 Connected Email

1 いいね！

3 コメント

ベストアンサー

Lucila-Andimol

ソートリーダー | Platinum Partner

8月 29日, 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...続きを読む

解決済み

LawP 8月 28日, 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 続きを読む

返信 Starter

0 いいね！

4 コメント

ベストアンサー

GiantFocal

参加者 | Solutions Partner

8月 29日, 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...続きを読む

解決済み

DMB 8月 13日, 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 続きを読む

返信 Starter

2 いいね！

8 コメント

ベストアンサー

trevordjones

名誉エキスパート | Diamond Partner

8月 16日, 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 ...続きを読む

解決済み

RKlimek 8月 13日, 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 続きを読む

返信 How-To

0 いいね！

3 コメント

ベストアンサー

DSharma02

投稿者

8月 14日, 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...続きを読む

解決済み

Albus_Bui 8月 12日, 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 続きを読む

返信 Professional

0 いいね！

3 コメント

ベストアンサー

danmoyle

最優秀メンバー | Elite Partner

9月 03日, 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...続きを読む

SauravRoy 8月 07日, 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?

返信 Professional Starter

0 いいね！

1 コメント

PamCotton

コミュニティーマネージャー

8月 08日, 2024 09:45

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

解決済み

KMether 8月 06日, 2024

Hubspot Remote Desktop app?

Hi, does Hubspot have a remote desktop tool?

返信 Enterprise

0 いいね！

5 コメント

ベストアンサー

karstenkoehler

殿堂入り | Solutions Partner

8月 07日, 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...続きを読む

解決済み

helenzqr 8月 06日, 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 続きを読む

返信 Free

0 いいね！

1 コメント

ベストアンサー

karstenkoehler

殿堂入り | Solutions Partner

8月 07日, 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...続きを読む

CForti4 8月 01日, 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 続きを読む

返信 Free

0 いいね！

2 コメント

CForti4

メンバー

8月 06日, 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...続きを読む

JWeiner 7月 30日, 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 続きを読む

返信 Connected Email Free

0 いいね！

6 コメント

DianaGomez

コミュニティーマネージャー

8月 01日, 2024 08:47

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

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