Outlook Sales Extension

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DovydasLaukys on March 15, 2023
We have a specific problem - loging emails from outlook to hubspot, however we don't want a new Ticket to be created everytime we receice an email to oulook. How to solve this?
0 upvote
1 Reply
Community Manager
March 15, 2023 13:43
Hi @DovydasLaukys , hope you are doing well! This is possible by toggle off the 'automatic ticket creation' option. You can locate that p...read more
Blockcaddy on March 14, 2023
1. Installed Office 365 add-in here Outlook webapp not populating Hubspot extension in primary interface Clicking on Hubspot app in Outlook Webapp   Error message
0 upvote
1 Reply
Community Manager
March 15, 2023 06:59
Hi @Blockcaddy , Thanks for reaching out! I edited one of your images as it showed personal information regarding email. As a first ...read more
Solved
KDesJardin on March 07, 2023
When making an email with outlook 365, hubspot will track my email but not log it into the CRM. I have everything checked and this function was working Friday before I left work and I noticed it not working sometime Monday. Does anyone know anything read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 07, 2023 08:09
Hi @KDesJardin , Could you confirm you're meeting all requirements for emails to log? https://knowledge.hubspot.com/email/log-email-replies-i...read more
BRussellPSP on March 06, 2023
I have companies already established in HubSpot. When my sales team utilizies Outlook for email, what is the process for creating that new contact record in HubSpot for a new contact on an existing company? Unfortunately, many of my customers have read more
1 upvote
3 Replies
Contributor | Partner
March 07, 2023 01:46
Hi @BRussellPSP , Aah, I understand better now. I think some manual work might be involved to start with. Hubspot will not change associations ...read more
AFurioso on March 03, 2023
Hi everybody, I'm trying to install the HubSpot sales extension for Outlook on my MacBook pro m1, but I'm stuck to "Connect inbox". I tried to access the window that it opened and after he confirm my access I still have the same message "Connect inb read more
0 upvote
5 Replies
Community Manager
March 13, 2023 12:48
Hi @AFurioso , Thanks for the details on the error message. This is an error message from Microsoft. I found this related thread on a ...read more
Jenny26 on February 28, 2023
Hi everyone, We use the HubSpot Outlook extension on Windows PC's. When we use the extension to enroll a contact in a sequence, the logos in our signature do not display (we see the broken image graphic) in the sequence emails sent. Any ideas on a read more
0 upvote
3 Replies
Community Manager
March 02, 2023 14:39
Hello @Jenny26 , thank you so much for the update and for letting us know what support's next steps were on this case. Kindly, Pam
Solved
airwolfke on February 22, 2023
I have a question on this point, it might be the same don't know. I have two HubSpot account for 2 businesses, I can easily switch from one to the other. For each business I have a different emailaddress that I use and I also want to connect it to read more
0 upvote
3 Replies
Accepted Solution
Contributor
February 28, 2023 22:47
I have figured a solution for this problem, it's not ideal but it works. Instead of making 2 accounts under one domain, which makes it easy to switc...read more
js_lon on February 20, 2023
Hi Emails I send from Outlook for Windows using MS365 are not logging in HubSpot - even though "HubSpot Sales Office 365 add-in" seems to be configured correctly. IN OUTLOOK FOR WINDOWS: the orange "Sales Tools (Hubspot)" button is visible in read more
0 upvote
4 Replies
Participant
February 20, 2023 07:08
Hi Bernhard I have a working pair of email addresses containing my ID to manually BCC or forward an email to HubSpot if (like now) it doesn't log th...read more
JWein47 on February 17, 2023
Anyone know why I am still receiving daily task reminders in Outlook after I've turned them off in HubSpot?
0 upvote
1 Reply
Key Advisor
February 17, 2023 05:19
Hi @JWein47 When did you make the change? And are the ones you are receiving actual task reminder notifications or some of the other notif...read more
TTota on February 13, 2023
Hi, within a correctly logged thread there might be some mails that you don't want to log in, is that possible? I would like to choose when to log in or not a mail even if it is part of a thread. Is there a way to not log only certain mails in a thr read more
0 upvote
2 Replies
Participant
February 14, 2023 07:56
Hi, thanks for the solution given, even if it is a solution to be used later. How to avoid the log directly first? Actually it still logs the whole t...read more
Solved
KHanchette on February 10, 2023
I am using the Desktop Outlook Office 365. I have 4 email accounts. I want to auto log for my business account, but not for my personal or other accounts. When Log to the CRM is turned on, HubSpot wants to log emails for all of my email accounts a read more
0 upvote
2 Replies
Accepted Solution
Recognized Expert | Elite Partner
February 13, 2023 02:15
If you're using the HubSpot Sales Outlook add-in, you can control which email accounts are synced with HubSpot by setting up email filters in the add...read more
Solved
JStamm on February 08, 2023
We currently have about 70 users. Some of which email our customers through Outlook and others who email directly from within Hubspot. We have a couple issues. 1. I believe the plugin installs with default settings for associations being Existin read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
February 09, 2023 22:04
Hi @JStamm and thank you @DianaGomez for mentioning me, To your first point, you're correct, HubSpot has a logic to how activities (includi...read more
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