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Outlook Sales Extension

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sjudson on December 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 read more

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15 upvotes

0 Reply

EGONZALOPALOM on December 13, 2024

preassigned deals for a contact

hello, when writing an email to a contact that has DEALS associated, the emial is automatically associated to these DEALS and it's not possible to unselect from HUBSpot sales. In our case, many times, the email sent to the contact may not be relat read more

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0 upvote

1 Reply

Josh

Recognized Expert | Diamond Partner

December 13, 2024 09:35

Hi @EGONZALOPALOM , There are some settings on the email logging settings that will help to control this better: Also, when sending ...read more

Solved

Ldennis23 on November 22, 2024

Emails not sending/Sending Limit?

All my emails sent through HubSpot are undeliverable. Sales told me it's because I've exceeded some kind of email limit. Is this a new rule in Outlook? I've never heard of daily limits before, and I've sent over 50 emails a day using other CRM plat read more

Reply Connected Email

0 upvote

1 Reply

Accepted solution

kennedyp

Community Manager

November 22, 2024 17:00

Hey @Ldennis23 ! Thanks for your post. HubSpot does have rolling daily sending limits for connected emails based on email provider limits...read more

Solved

JSchleich on November 22, 2024

Outlook Plug In Reminder Function

It appears that the reminder function has been removed from the Outlook plug in. Whhhhhhhhhhhhhhyyyyyyyyyy? It was easily my favorite thing about the whole platform. You could quickly add a to-do reminder to check back with a client within Outloo read more

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0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 22, 2024 10:44

Hi @JSchleich , I don't know about this feature exactly but this potentially has to do with the following: https://knowledge.hubspot.com/conn...read more

MWILLAERT on November 21, 2024

Outlook Extension well configured but no emails are consigned at contact record level

I have well connected my personnal account I have well setup the Outlook extension + chrome extension as I can see contact info in the right bar when I'm redacting an email? I'm receiving notifications on my phone that these emails have read more

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0 upvote

1 Reply

kennedyp

Community Manager

November 21, 2024 15:29

Hi @MWILLAERT ! Welcome to the Community-- happy to have you here 😊 From what I understand, your Outlook extension is configured as expec...read more

Solved

amarjits on November 21, 2024

Having problem connecting Sales Addon

I am facing a strange problem that's not reported by anyone else as far as i can check: "The app cookie does not have the connected-email-inbox-access scope to create personal inbox" Also, the "Connect Personal Email" is grayed out in the read more

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0 upvote

1 Reply

Accepted solution

PamCotton

Community Manager

November 21, 2024 11:12

Hey @amarjits , thank you for posting our Community. The error you’re seeing usually points to missing permissions or settings. Please ensur...read more

Solved

Thomas_Oreskov on November 15, 2024

HubSpot Sales App - Sales Tools

I am having problems with the HubSpot Sales app. App is installed om Outlook (classic) on Windows 11 computers. Right now it is working on my own computer as you can see in the picture. On my computer both A, B and C is shown. However in my coll read more

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0 upvote

7 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

November 15, 2024 10:26

Hi @Thomas_Oreskov , I'm not sure what B is in your screenshot. I would double-check that they installed the correct extension. They s...read more

Solved

LRumney on November 15, 2024

Syncing Historic Outlook Emails & Contacts to Hubspot

Hi, I have just installed Hubspot and it seems to have changed since I used it a few years ago. I have connected both my Outlook and Hubspot but they are not automatically syncing. I am having to go through each email individually and 'add read more

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0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

November 15, 2024 07:23

Hi @LRumney , There are different ways of connecting and different integrations. Can you confirm that you followed these steps? https://knowl...read more

Solved

JonAnd on November 13, 2024

New Outlook do not show deals

Hi, Plugin to Outlook Desktop fails over and over - and I guess you are moving forward to New Outlook. I got the App connected to New Outlook and can Create contact, track email and Log. But option to connect mail to a Deal do not exist. Ques read more

Reply Connected Email

0 upvote

2 Replies

Accepted solution

PamCotton

Community Manager

November 13, 2024 16:47

Hey @JonAnd , thank you for reaching out! Currently, the New Outlook version doesn’t support connecting emails to deals in HubSpot, so this ...read more

Solved

SaraRuiz87 on November 06, 2024

Integration with Outlook for Mac

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

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0 upvote

4 Replies

Accepted solution

TomM2

Thought Leader | Platinum Partner

November 11, 2024 05:40

Hey @SaraRuiz87 yes once your email is connected you can send emails from this address through the contact record within HubSpot and it will be log...read more

Solved

DCampbell35 on November 06, 2024

Can't get add in to work on Outlook on Mac

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

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2 upvotes

2 Replies

Accepted solution

TomM2

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

Coefficient exports custom object pipline stages as numbers instead of the name

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

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0 upvote

2 Replies

Keegan4123

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

HubSpot Sales for Outlook tracking ALL Outlook actions?

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?

Reply FREE

0 upvote

1 Reply

BérangèreL

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

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