Outlook Sales Extension

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KMBIT en Junio 18, 2025
the icon shows up on my outlook (classic) after I performed an admin install of the addin into my MS365 but only for my account since no one else is currently using hubspot ( which is the free version ). Below is the Error that shows up in the windo Leer más
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2 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Platinum
Junio 18, 2025 19:39
Hi @KMBIT , That error usually means the HubSpot Sales add-in is struggling to load — often because of how it was installed or a browser issue b...Leer más
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prozakis en Junio 18, 2025
We are a company with 12 Windows 11 computers. We use MS Office 365 desktop. In Desktop Outlook, we had installed the HubSpot Sales extension. Now, we are forced to switch to the New Outlook (i.e., leave Outlook Classic) because of an incompatib Leer más
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6 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 18, 2025 06:18
Hi @prozakis , The desktop add-in only works for the old Outlook, see here: https://knowledge.hubspot.com/connected-email/get-started-with-th...Leer más
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KRosero en Junio 17, 2025
Hi! I have a few contacts that have multiple deals associated to them but the issue we've been seeing recently is when they send an email regarding a particular deal, HbSpot attaches it to all the deals associated to them. Is there an auto Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 17, 2025 12:48
Hi @KRosero , For one, you can define automatic activity defaults by following these steps: https://knowledge.hubspot.com/object-settings/con...Leer más
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MarcosBarcelos en Junio 12, 2025
I am having difficulties. Is the only way that I have the emails sent by the Outlook site created automatically on HubSpot by using the HubSpot Sales Outlook desktop add-in? Because I am new at that company, and the team informed me that before they Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 12, 2025 13:48
Hi @MarcosBarcelos , This personal email connection simply allows you to send emails from within HubSpot from your connected account. If...Leer más
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RMazzucchelli7 en Junio 11, 2025
Key Question: Can Outlook meeting statuses (e.g., Accepted, Declined) map to HubSpot fields?
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4 Respuestas
Solución Aceptada
Colaborador líder | Partner nivel Gold
Junio 12, 2025 04:37
Hello @RMazzucchelli7 , At this time, HubSpot does not natively sync Outlook meeting response statuses (such as Accepted, Declined, or Tentat...Leer más
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EGONZALOPALOM en Junio 11, 2025
hi, we need to add a custom object in Outlook sales extension. how can we add it? so far we can see only the default existing objects in hubspot thank you
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3 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Elite
Junio 11, 2025 08:01
Hi @EGONZALOPALOM Currently, the HubSpot Sales Extension for Outlook (also called the HubSpot Sales Add-In) only supports default CRM ...Leer más
CPOWERS4 en Junio 09, 2025
Hi all, I’m hoping someone might be able to help clarify an issue I’m noticing on behalf of my team. We use LetSignIt for our email signatures in Outlook, and the signatures change several times throughout the year. When I send an email th Leer más
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2 Respuestas
Guía | Partner nivel Elite
Junio 11, 2025 13:19
Thank you, @BérangèreL Hi @CPOWERS4 , While, I haven't used LetSignIt, I just want to double check if you have possibly tried disconnecting th...Leer más
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galvanA81 en Junio 03, 2025
Hello all, So our team was successfully using the Outlook extension and where able to log emails, as soon as they would open the extension the associated objects to the contact would already be within the options of the UI extension. However, in t Leer más
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1 Respuestas
Solución Aceptada
Experto reconocido
Junio 03, 2025 06:17
Hi @galvanA81 Based on the screenshot the email is on the never log list, so nothing will be logged against the Kontakt and associated recor...Leer más
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Raamkumar en May 29, 2025
I would like the ability to set a custom date and time for tasks directly from the HubSpot Outlook add-in . Currently, the add-in only allows setting a due date, and tasks appear on my calendar with a default time and duration. This limita Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
May 30, 2025 00:53
Hi @Raamkumar , The best place for these kinds of requests is the HubSpot Ideas section of the community: https://community.hubspot.com/t5/Hu...Leer más
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DHuggard en May 23, 2025
With the desktop add-in for Outlook, the HubSpot Sales extension would simply add an email address into bcc so that the email would be logged to the CRM. Being that the desktop version will no longer be supported, we've attempted to migrate to the M Leer más
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1 Respuestas
Solución Aceptada
Experto reconocido | Partner nivel Diamond
May 23, 2025 13:01
Hi @DHuggard , There's not a great option. You can go back to manually adding a BCC or selectively open and close the panel. Neither is the mo...Leer más
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DShaughnessy en May 20, 2025
I'm attempting to add Outlook to HubSpot. At the screen " Confirm your details to continue" it's required to choose the country. I have gone through the drop down list several times and have confirmed there is no option for the United States of Amer Leer más
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1 Respuestas
Solución Aceptada
Experto reconocido
May 21, 2025 02:30
Hi Can you please include a screenshot of what you are seeing, full screen if possible? I'm not aware of a country selection being required so not s...Leer más
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EGONZALOPALOM en May 19, 2025
hi when we schedule a meeting from Outlook to a contact existing in Hubspot, we don't see this meeting schedule in contact activity (or meetings). i remember this was possible in the past, for your info, the calendars are syncronized. we can se Leer más
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3 Respuestas
Solución Aceptada
Colaborador líder
May 19, 2025 18:34
Hi @EGONZALOPALOM Let’s sort it out step-by-step. 1. Quick clarifying que...Leer más
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