Outlook Sales Extension

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FatFriday on März 01, 2024
Hey Everybody We're using the sales tools plugin for Outlook Desktop but it never gets past the spinning blue circle at the top. The 365 web version works fine, no problems. Its not just one user, its everybody Pointers please Thanks D Beitrag ansehen
2 Antworten
Accepted Solution
Berühmtheit | Partner
März 01, 2024 10:57
Hi @FatFriday , HubSpot is ending support for that add-in due to changes by Microsoft. That's probably the reason: https://community.hubspot....Beitrag ansehen
PBoyd on Februar 29, 2024
When creating a contact from within the Outlook sales side panel, it doesn't seem to prompt you to apply the phone number formatting (+44 (0) ); apparently it does in the Google sidebar... does anyone else's Outlook do this also? Using O365 outlook Beitrag ansehen
1 Antwort
März 01, 2024 05:53
Hi @PBoyd , Thank you for reaching out to the Community! To better understand and diagnose the issue with phone number formatting in the...Beitrag ansehen
ESlater on Februar 28, 2024
Hi there, our business is looking for an email signature generator in Outlook to enable us to standardise our email signatures across the business. We tried Exclaimer but it wasn't possible to make this work with HubSpot the way we needed it to - to Beitrag ansehen
2 Antworten
Vordenker/-in | Gold Partner
März 01, 2024 03:53
Hey @ESlater I'd totally recommend the signature generation tool that Diana shared from HubSpot. Each team member can create their own signatu...Beitrag ansehen
FatFriday on Februar 27, 2024
Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren
12 Antworten
Accepted Solution
Februar 27, 2024 11:27
I found it....!!!!
mrfixit on Februar 27, 2024
Hi I have Outlook 365 extension installed and setup on my Outlook (new) client. The sidebar is active whenever I send, or reply to an email and the emails are captured into Hubspot, but if I exit Outlook and start it again, I have to login to the Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 27, 2024 03:29
Hi @mrfixit , Yes, this is expected behavior. The sales extension does not automatically log incoming emails, only your sent emails and replie...Beitrag ansehen
CWilliams70 on Februar 26, 2024
One of the users in my organization has been logging emails manually using the BCC address (not the Outlook integration). I have confirmed he is using the correct email address, yet his emails are not being logged to either the contact or company, h Beitrag ansehen
2 Antworten
Vordenker/-in | Gold Partner
Februar 27, 2024 11:41
Hey @CWilliams70 So maybe there is a problem on how the HTML is built up in your external email. This might be consider as spam for HubSpot. ...Beitrag ansehen
Sophiep1 on Februar 20, 2024
I've had to switch over to the (new) outlook app, and emails are not tracking. I've made sure I downloaded the correct plugin that is running in my outlook I can see that but it just doesn't populate with the BCC tracking address and I can't fig Beitrag ansehen
3 Antworten
Accepted Solution
Berühmtheit | Partner
Februar 20, 2024 05:01
@Sophiep1 did you follow these steps? https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-add-in-individually ...Beitrag ansehen
KGregg on Februar 13, 2024
When scheduling Microsoft Teams Meetings through HubSpot on the Contact Timeline, the meeting invite sends to the invitees only as a link, without the Meeting ID, Passcode etc., that usually sends when scheduling through Teams directly. Has anyone e Beitrag ansehen
5 Antworten
Accepted Solution
Koryphäe | Diamond Partner
Februar 13, 2024 10:45
Thanks for the additional context @KFogarty , the screenshot is really helpful. The yes, maybe, no options at the top of your email shown in t...Beitrag ansehen
WAumayr on Februar 02, 2024
How to deal with multiple Outlook365 accounts and extension should be working for a secondary account only! currently the add in works only if the account the extension is installed with is the primary account of my outlook365
6 Antworten
Februar 14, 2024 17:06
No real helpful answer from the HubSpot community so far! New outlook addin only works for primary mailboxes!
HunterHawley on Januar 31, 2024
Hi all, I am currently working with a holding company that has two company identities underneath it. Everyone is using Outlook on their Windows machines and is getting email from both sub-companies through one single Outlook app on their computer. Beitrag ansehen
Februar 01, 2024 10:57
@Jigar_Thakker I am afraid this might be the right answer... there is no way this will work though. Anybody would have a very hard time keeping all...Beitrag ansehen
cmepaiva on Januar 21, 2024
I don't want to know how to adjust email reminders, as I've seen countless posts about that. This question is regarding my own calendar alerts/reminders, not the email reminder that the client receives. I prefer my personal calend Beitrag ansehen
2 Antworten
Accepted Solution
Koryphäe | Diamond Partner
Januar 21, 2024 19:09
Hi @cmepaiva I've checked the individual meeting settings and the global meeting settings and couldn't find an option to change the default notifi...Beitrag ansehen
teresedawn on Januar 18, 2024
I am using the HS add-in on outlook for Mac (version 16.81). It was working fine earlier today, but suddenly get the notification: Tracking turned off. Unable to add tracking to your email. This is most likely due to a conflict with another add-i Beitrag ansehen
3 Antworten
Accepted Solution
Januar 18, 2024 20:54
I'm running into the same problem on my Macbook. The answer I got from support it quoted below. I will tell you my quick fix has been to use outl...Beitrag ansehen
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