Outlook Sales Extension

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BYusko on September 21, 2023
I've used Hubspot for a few years now. Here's my scenario: Draft email in outlook (desktop app, up to date) Body of email contains a bulleted list (like the one I'm typing now) After email is ready, click hubspot extension to record in HubSpot read more
0 upvote
7 Replies
Thought Leader | Diamond Partner
September 22, 2023 17:20
You're welcome @BYusko , I completely understand your frustration and hopefully it's something that can be addressed soon!
BuildAnatomy on September 20, 2023
Hi there, We have just migrated to Microsoft suite for our group of companies. We have 2 separate businesses, therefore most employees have 2 separate email addresses and we run 2 separate Hubspot CRMs. My question is; is there a way to set read more
0 upvote
1 Reply
Community Manager
September 21, 2023 16:45
Hi @BuildAnatomy , Thank you for the inquiry. I'd like to involve some of our experts in the conversation to review whether they have a...read more
SM60 on September 19, 2023
I have a new outlook email I am trying to set up but with HS that continues to fail and give the error: "This app cookie doesn't have the connected-email-inbox-access scope to create personal inbox" For reference I'm using latest Mac iOS (which I read more
0 upvote
1 Reply
Community Manager
September 20, 2023 08:35
Hi @SM60 , Thank you for reaching out to the Community! We'd often see this error if the user who is trying to connect their email address ...read more
Solved
KJP on September 19, 2023
Hello, I have exactly this problem (see link below), but there was no solution presented. https://community.hubspot.com/t5/CMS-Development/quot-hubspot-for-windows-quot-icon-on-desktop/m-p/218850/thread-id/9974 Quite annoying as it is read more
0 upvote
2 Replies
Accepted Solution
Community Manager
September 20, 2023 03:16
Hi @KJP , Thanks for reaching out to the Community! It sounds like thisthe HubSpot for Windows tray app, which is a Windows app for sal...read more
RNicol on September 12, 2023
Hi. Can I have some tips on how to reconnect my sales and service inboxes please? When I try and reconnect them, I get an error message saying 'Something went wrong'. Not sure if it's a 365 issue, or a Hubspot issue. Thanks in advance read more
0 upvote
1 Reply
Community Manager
September 13, 2023 16:55
Hello @RNicol thank you for posting in our Community! I want to share this knowledge base here with troubleshooting steps on the HubSpot Sales ...read more
JAnderson99 on September 08, 2023
I'm unable to clone an email. The "clone" doesn't come up after hovering over the email.
0 upvote
3 Replies
Recognized Expert | Platinum Partner
September 08, 2023 08:43
Are these survey emails? On our Hubspot and some client accounts, those are the only ones that only show the Action button and not the edit and clone...read more
JBergquist46 on September 08, 2023
Recently stared using Conditional Logics for the Create New Deal pane. Works fine and is almost as good as you would like it to be. 😉 Our core sales team are using the HubSpot Sales outlook add-in, where you also can create Deals directly from w read more
0 upvote
2 Replies
Participant
September 08, 2023 09:50
Thanks Josh 🙂 Found an idea for the same issue 👍 HubSpot Community - Conditional Properties - Outlook - HubSpot Community
ITtech on August 31, 2023
Hello, I have an employee that is having issues with the hubspot addin for Outlook windows full client. He has tried to uninstall and reinstall several times. When he opens a new email and clicks on the hubspot addin it asks him to connect read more
0 upvote
1 Reply
Community Manager
September 01, 2023 03:57
Hi @ITtech , Thanks for reaching out! I investigated this on my end and it looks like this is a known error with Outlook not being ...read more
Solved
RKTech on August 29, 2023
Hello, I try to connect my Outlook inbox with Hubspot so I can write and send emails right in Hubspot but I get an error: " Sorry. HubSpot couldn't connect to your inbox. Please reconnect your email account. This app cookie doesn't hav read more
2 upvotes
2 Replies
Accepted Solution
Thought Leader | Elite Partner
August 29, 2023 09:00
@RKTech here are two resources I found to help with troubleshooting, depending on the exact tool you're using from Outlook: Troubleshoot the H...read more
Solved
CGrzenkowski on August 23, 2023
For the last few day, I've been getting very irritating bugs with the Outlook Sales Add-in. When creating a new email or responding to an existing chain, once the addin loads it jumps to the body, deletes anything already typed, and changes my f read more
2 upvotes
4 Replies
Accepted Solution
Member
August 24, 2023 03:35
Thanks for the responses gentlemen - Reinstalling the AddIn seems to have fixed it!
MUrbaniak on August 22, 2023
Hi! With HubSpot Sales plugin, with each email in Outlook I have the option to add this conversation to contact, company, transaction etc. in HubSpot CRM. But the mail I want to add is only visible when I go into this specific email address and read more
0 upvote
1 Reply
Community Manager
August 23, 2023 04:09
Hi @MUrbaniak , Thank you for reaching out to the Community! I understand that you are trying to log an email to the associated company and deal v...read more
GHooson-Owen on August 21, 2023
Hello All, I use the free version currently to test ROI of taking the next steps, it was working brilliantly now email tracking is failing due to security software but my IT have said this isnt from us? When I review the email it is logged b read more
0 upvote
5 Replies
Hall of Famer | Partner
August 22, 2023 00:22
Hi @GHooson-Owen , Can you try these troubleshooting steps? https://knowledge.hubspot.com/email-tracking/troubleshoot-the-hubspot-sales-outlo...read more
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