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Outlook Sales Extension

Pesquise soluções em Outlook Sales Extension ou faça uma pergunta

sjudson on Dezembro 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 Leia mais

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13 avaliações positivas

0 Respostas

SauceBoss on Outubro 10, 2024

Old Outlook vs New Outlook

Starting with history that may be helpful to others. My question is at the end of this post. 😀 I just finished helping a client switch back to "Old Outlook" because the sales extension is not working with the "New Outlook" but in that proces Leia mais

Responder Connected Email

0 avaliações positivas

0 Respostas

Steve1985 on Outubro 07, 2024

Outlook integration failed

Hi - I previously used Hubspot with an Outlook integration and it worked fine. It's been a few years since I've used this Hubspot/Outlook combo and from what I read online, this extension doesn't work with the new Outlook. However, there is a new Leia mais

Responder Integrations

1 avaliações positivas

2 Respostas

kennedyp

Gerente da Comunidade

Outubro 07, 2024 17:07

Hi @Steve1985 ! Welcome to the Community-- happy to have you here 😊 At this time, it is suggested to use the HubSpot Sales Office 365 ...Leia mais

Veraxis on Setembro 13, 2024

Struggling to get email integration to work

Hi Relatively new to HS but enjoying it so far. We have O365 Business Standard accounts and we're struggling to get the email integration/tracking to work though. Our inboxes are connected and we've installed the O365 add-in but 1. It doe Leia mais

Responder Free

0 avaliações positivas

2 Respostas

TKasendra

Membro

Setembro 29, 2024 14:03

We have same problem on couple of PC, we downloaded latest version of outlook and that version does not even see/recognise that hunspot sales is inst...Leia mais

Solucionado

AReitz on Setembro 12, 2024

Outlook Alias

if I send an email to customer he get the follow message nyname <outlook_xyz@outlook.com>; im Auftrag von; mynamez <info@xyz.de> Where xyz for sure is my name or my domain. But why I get also an outlook name here? I want to use Leia mais

Responder Starter

0 avaliações positivas

1 Respostas

Solução Aceita

JessicaBaskey

Top colaborador(a) | Parceiro Platinum

Setembro 17, 2024 15:22

Hi Andreas, I have never heard of this before but I had a quick scan through the community and it seems like someone else has run into a similar i...Leia mais

Dramons on Setembro 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 Leia mais

Responder Contacts

0 avaliações positivas

2 Respostas

Dramons

Participante

Setembro 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...Leia mais

Solucionado

Antonimo on Setembro 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 avaliações positivas

8 Respostas

Solução Aceita

Jnix284

Membro do Hall da Fama

Setembro 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...Leia mais

Solucionado

IHorman3 on 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 Leia mais

Responder Connected Email

1 avaliações positivas

3 Respostas

Solução Aceita

Lucila-Andimol

Autoridade no assunto | Parceiro 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...Leia mais

Solucionado

LawP on 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 Leia mais

Responder Starter

0 avaliações positivas

4 Respostas

Solução Aceita

GiantFocal

Participante | Parceiro

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...Leia mais

Solucionado

DMB on 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 Leia mais

Responder Starter

2 avaliações positivas

8 Respostas

Solução Aceita

trevordjones

Especialista reconhecido(a) | Parceiro Diamante

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 ...Leia mais

Solucionado

RKlimek on 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 Leia mais

Responder How-To

0 avaliações positivas

3 Respostas

Solução Aceita

DSharma02

Colaborador(a)

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...Leia mais

Solucionado

Albus_Bui on 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 Leia mais

Responder Professional

0 avaliações positivas

3 Respostas

Solução Aceita

danmoyle

Participante de valor | Parceiro Elite

Setembro 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...Leia mais

SauravRoy on 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 avaliações positivas

1 Respostas

PamCotton

Gerente da Comunidade

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 ...Leia mais

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