Outlook Sales Extension

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sjudson on December 04, 2023
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 read more
14 upvotes
0 Reply
Solved
SaraRuiz87 on November 06, 2024
Hello, I have a client that can´t finish well integration with outlook for Mac. Her version of Outlook is 16.90.2 The problem is that when trying to send an email from hubspot, it doesnt work. The emails does not get launched. Do you know how read more
0 upvote
4 Replies
Accepted solution
Thought Leader | Platinum Partner
November 07, 2024 04:46
Hey @SaraRuiz87 there's no supported HubSpot integration for outlook on mac. You would need to use the office365 extension instead.
Solved
DCampbell35 on November 06, 2024
I am trying to install the hub spot add in to Outlook on my Mac. The install seems to happen but there is now Hubspot icon appearing on my tool bar. I have 365 business but believe that my outlook is a MSI install. Do I need click to run install - I read more
1 upvote
2 Replies
Accepted solution
Thought Leader | Platinum Partner
November 06, 2024 11:57
Hey @DCampbell35 HubSpot's desktop add-in doesn't support mac. You need to install the office 365 add-in on your office 365 account, there's a bit ...read more
CThiele on November 05, 2024
Hello, Currently, we are trying to implement the Coefficient Add-In to connect HubSpot with Excel. In the past, we exported all the data directly from HubSpot, and it worked as intended. Now, we want to use Coefficient to automate this process. Unf read more
0 upvote
2 Replies
Member
November 08, 2024 19:47
Just adding this integratiion to our stack now. Had a minor issue and their internal support chat was very helpful and fast. Have you reached out?
DAngeletti on November 04, 2024
I've noticed I'm receiving alerts when someone opens an email I sent them from my personal email account, despite NOT registering my personal email address in HubSpot. Any easy cures out there?
0 upvote
1 Reply
Community Manager
November 05, 2024 05:10
Hi @DAngeletti and welcome, we are delighted to have you here! Thanks for asking the Community! I understand that you don't want to track all e...read more
Solved
DarrenSimons on October 31, 2024
We are running into an issue with two factor authentication for our Hubspot Outlook add-in and I wondered if anyone else has seen similar, or has some suggested workarounds. Our corporate setup is to use Okta 2FA and I have been able to set this read more
Accepted solution
Participant
October 31, 2024 18:35
Thanks @PamCotton . I have found another workaround which partly works, which is to to force Microsoft logon on signing in. This seems to work for...read more
Solved
ANikolic2 on October 29, 2024
Hello HubSpot Community, Recently, our company made a transition from Gmail to Outlook. It was not ideal, but for various reasons, we had to do it. Anyway, since the transition, we have had various problems with the HubSpot extension. Just to m read more
Accepted solution
Key Advisor
October 30, 2024 03:59
Hi @ANikolic2 Totallz understand the frustration but would lay the blame here squarely at MSFT, see this article : Frank
Solved
DTolstokoryi on October 28, 2024
Hey HubSpot community, some of the emails that are logged into Hubspot via the Outlook extension are duplicated as in the screenshot below. What could be a problem and how is it possible to resolve it?
0 upvote
2 Replies
Accepted solution
Key Advisor
October 28, 2024 07:38
Hi @DTolstokoryi Where exactly have you taken that screenshot in the HubSpot portal - the contact record, the company record, the activity f...read more
Solved
AParnham on October 26, 2024
Hi All, I’m having an issue installing the HubSpot Sales Add-on for Outlook and am receiving the following error. Has anyone encountered this issue before? I'm using a MacBook, although I don’t think that should affect the installation. T read more
0 upvote
1 Reply
Accepted solution
Community Manager
October 28, 2024 09:44
Hi @AParnham , Thanks for reaching out to the Community! The HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. Yo...read more
Solved
CAndresen on October 25, 2024
Hi, I would love it if is was possible to automatically sync recurring meetings fra Outlook / Gmail Extension to HubSpot. There are a lot of meetings with customers that is recurring, and its not optimal that they are not synced to HubSpot if th read more
1 upvote
1 Reply
Accepted solution
Hall of Famer | Partner
October 25, 2024 05:47
Hi @CAndresen , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....read more
Jon_Buoy on October 21, 2024
I have tried customizing the record customization for the entire account, as well as customizing the properties of the About This Contact card on just my contact view page. Nothing I do changes what the fields that I see when I go to the HubSpot Sal read more
0 upvote
2 Replies
Member
October 22, 2024 09:21
Thanks for the suggestion, however this doesn't work, either. The default view has the About This Contact (default) card at the top, and this card,...read more
Solved
icmcg on October 19, 2024
I run the HubSpot extension for Outlook on Windows 11 Pro. It works fine, apart from always starting with an 'Updating Office customization' dialog box, and requiring me to log-in every time I close and re-open Outlook (and not just after, for examp read more
0 upvote
1 Reply
Accepted solution
Key Advisor | Elite Partner
October 20, 2024 03:16
Hi @icmcg , Yeah, I’ve actually run into similar issues before with HubSpot’s integration with Microsoft Office tools—it’s always been a bit ...read more
Solved
mzoromski on October 10, 2024
I am switch from the old Outlook desktop version to the 365 Outlook for better searchability. I've added the app to the 365 outlook, but I keep getting the following error. Anyone know how to fix? I can't migrate if I can't get Hubspot to work in th read more
0 upvote
1 Reply
Accepted solution
Community Manager
October 10, 2024 18:02
Hi @mzoromski ! Welcome to the Community-- happy to have you here 😊 Typically errors like this imply a permissions issue with your Micros...read more
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