Outlook Sales Extension

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  • Tom on October 27, 2016
    13 upvotes
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    Tom
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • CMacDonald on September 20, 2021
    0 upvotes
    3 Replies
    Hello, I'm using Outlook for Mac but my email is G Suite or Google Work space but using Outlook as the email client. I was wondering how I get all the integrations in outlook with Hubspot?
    Member
    September 22, 2021 06:46
    How do I do this above?
  • GMellema on September 14, 2021
    0 upvotes
    2 Replies
    Hi, I have succesfully installed the Hubspot Outlook add-in. When I Create new mail, enter receipient name: On the right side the Hubspot Sales block appears - only the title. Then an error message popup appears, with the following details:...
    Member
    September 16, 2021 00:49
    Kristen, I have seen that article before. My situation is quite different - it's not at installation but at using the Outlook client. And I have...
  • bramdejager on September 14, 2021
    0 upvotes
    2 Replies
    I recently started using HubSpot. With using HubSpot I also want to use the HubSpot Sales for Outlook add-in. The benefit of having the add-in on all my devices is beneficial. It works in the browser in Outlook for Office 365 ( https://outlo...
    Member
    September 16, 2021 07:56
    Hello Mia, Thanks for getting back! A colleague of yours already pointed me towards the first article. Unfortunately this did not make any differen...
  • DMilikien on September 09, 2021
    0 upvotes
    1 Replies
    I have Outlook 365 for Business subscription with the HubSpot Sales add-in. After switching on "log e-mails" and "track e-mails" as indicated in the screen shot below, when I send an email to someone who is a contact in my Hubspot database, I am no...
    Top Contributor | Diamond Partner
    September 10, 2021 01:30
    Hi @DMilikien , Before sending the email, Did you eelect the Track Email checkbox in the Message ribbon. Refer these articles for troublesh...
  • DWeijers on September 09, 2021
    0 upvotes
    4 Replies
    Hey everyone. I am using the Free HubSpot version and need help with logging for Outlook. Everything seems to be working correctly, but most of the time replies to emails are not logged at all in HubSpot. I have already tried reinstalling th...
    Member
    September 14, 2021 08:01
    Hi Triphaine, Thank you once more for your reply. I have sent you a DM. I look forward hearing from you, Kind regards, Dominique
  • TNovitsky on August 30, 2021
    0 upvotes
    1 Replies
    One of our reps created an outlook rule to forward all incoming email to her HubSpot ID. This did not work as anticipated and all those particular emails appear to be lost. HubSpot has not been able to retrieve them. She is a salesperson and there i...
    Top Contributor | Diamond Partner
    August 30, 2021 21:01
    Hi @TNovitsky , Didn't face this issue personally but you can try this troubleshoot article here: Troubleshoot the HubSpot Sales Outlook desktop ...
  • jfd118 on August 30, 2021
    0 upvotes
    1 Replies
    It would be great to have a select box that, when checked, allows an HS user to create a task when an email is sent to a contact. Currently, I send the email and then have to go into HS to create the task. It's not efficient. jfd118 ...
    Top Contributor | Diamond Partner
    August 30, 2021 21:04
    Hi @jfd118 , You can add this idea on the idea section of the community: HubSpot Community - Ideas - HubSpot Community HubSpot product managers r...
  • GHyman on August 24, 2021
    0 upvotes
    2 Replies
    I, like many people I am sure, have a number of different email accounts in Outlook (I have 4). Only one of them relates to my HubSpot account. The default setting appears to be that the Outlook Sales Extension operates on all accounts, including p...
    Participant
    August 26, 2021 14:47
    Hi Sharon, thanks for replying but I think your suggestion relates to having more than one HubSpot account. I only have one HubSpot account, my probl...
  • faithmcqueen1 on August 23, 2021
    0 upvotes
    1 Replies
    Hi there! I'm trying to get set up with the HubSpot calendar integration on landing pages, but what we're running up against is that our emails use a hybrid exchange environment as we're not fully on Office 365 (in the process of moving over, but i...
    Community Manager
    August 24, 2021 08:29
    Hello @faithmcqueen1 , thank you for posting your question in our Community. What other calendar is your hybrid connection? At the moment you...
  • MarketingAndyC on August 19, 2021
    0 upvotes
    1 Replies
    Hi - I've connected personal email, downloaded the Sales add-in for Office 365. It won't allow me to log-in to my HubSpot account. Just returns to Log-in / Sign-up as shown below. Anyone else experienced this? Many thanks Andy
    Community Manager
    August 23, 2021 01:34
    Hey @MarketingAndyC Thank you for reaching out! Have you tried to uninstall and re-install the Sales extension? Best Shar...
  • ahamaton on August 19, 2021
    0 upvotes
    5 Replies
    Hi I have spent half of my day playing around with the outlook integration and eventually had to uninstall the integration and give up. I have used the integration before and previously ended up with loads of junk in my hubspot database because o...
    Participant
    September 08, 2021 05:29
    Definitely not! I have since openend a post in the ideas section, as customer support recommended over and over: https://community.hubspot.com/t5/Hu...
  • Solved
    RodyBottelier on August 17, 2021
    0 upvotes
    4 Replies
    Hi all I have a problem, I am trying to add some domains to the never log list. For example my @internalmails.nl. But i want that all of the incoming mails of @internalmails.nl won't be logged in Hubspot. It is possible for me the add some domai...
    Member | Platinum Partner
    August 18, 2021 01:56
    I'm glad I could help. Cheers!
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