Outlook Sales Extension

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SFrench en Abril 02, 2024
The Auto BCC feature is in the old desktop version of the Salehub Extension, but does not appear to be a setting or a function within the NEW OUTLOOK experience for M365. Is this on the roadmap as a planned function to be added back? It is mak Leer más
Administrador de la comunidad
Abril 04, 2024 05:00
Hi @SFrench , I have been reviewing and I did not find any documentation on plans for this. However, I found a workaround that might be help...Leer más
Hildegaard en Marzo 22, 2024
All my users, including myself, are getting this popup login window every day, when we open Outlook for the first time: Otherwise, our HubSpot add-in doesn't work Leer más
Colaborador
Abril 12, 2024 08:23
I got below from support: I'm afraid that due to the significant changes introduced by Microsoft as part of the new Outlook for desktop app, HubSpot...Leer más
Resuelta
ABellini en Marzo 22, 2024
Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie
1 Me gusta
2 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Platinum
Marzo 22, 2024 14:58
Ciao @ABellini Sì, per sincronizzare le riunioni con HubSpot è necessario collegare il calendario. Ecco un articolo su come farlo https://k...Leer más
Resuelta
WHeighington en Marzo 21, 2024
In our office, half of our sales staff reported that their Sales Tools Add-in in Outlook stopped working, giving them the spinning wheel of death. Upon internal troubleshooting, it was noted that 100% of the agents whose HS Sales Tools Addins were Leer más
0 Me gusta
5 Respuestas
Accepted Solution
Participante
Marzo 21, 2024 14:49
To anyone else experiencing this issue, HubSpot has acknowledged that there is an issue with their Office 365 Sales Tools Addin on the newest ve...Leer más
EWetzel en Marzo 21, 2024
Hello everyone, we use the HubSpot Outlook Plugin to enroll contacts in sequences. We have noticed that images from the signature are not displayed. However, this only happens when the sequence is started from the Outlook Plugin. I have already Leer más
0 Me gusta
2 Respuestas
Participante
Marzo 22, 2024 04:48
Hello Pam, Thank you for your response. I'd be happy to provide you with some information. We are using Outlook 365 on Windows (Version 2402) a...Leer más
Resuelta
SJamieson75 en Marzo 11, 2024
I have a user who has been using the Outlook extension now for a few months. They have been able to add contacts from outlook successfully but recently this function seems to be restricted. I have had a look and cannot see any changes to the users p Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Participante
Marzo 13, 2024 05:13
Hi there, Update on this. The user contacted HubSpot technical support who said this was a bug and they fixed it and so this now allows the contact...Leer más
Resuelta
BPundt en Marzo 06, 2024
Hello, I have figured out how to log past emails sent before we were using Hubspot, associated with contacts that have been added now. What I'm trying to do is find out if I can still track those emails as to whether they have been opened. T Leer más
0 Me gusta
2 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 06, 2024 15:39
Hi @BPundt , Unfortunately not, no, because HubSpot was never able to add the tracking pixel if these emails weren't sent as tracked. This pag...Leer más
MR7 en Marzo 06, 2024
The HubSpot sales feature is creating a new contact in HubSpot successfully and logging the e-mail but it is not creating a new associated company for me. Any suggestions? When I click on the 'Log' feature on the add-in pop up it only gives me ' Leer más
1 Me gusta
1 Respuestas
Líder intelectual | Partner nivel Platinum
Marzo 06, 2024 06:38
Hey @MR7 you can follow this steps to set this up automatically when a contact has a @company https://knowledge.hubspot.com/object-setti...Leer más
Resuelta
Yarexi23 en Marzo 05, 2024
Since we migrated from Gmail to Outlook, our team lost connection and email tracking. We do not get new contacts because it does not work. We followed all the steps to reconnect the email, but it still does not work as it did before the migration. Leer más
0 Me gusta
25 Respuestas
Accepted Solution
Miembro estimable | Partner nivel Elite
Marzo 11, 2024 20:41
Hi @Yarexi23 the settings all look correct - have you tried searching your contact records in HubSpot for the email address (vs. first/last name)? ...Leer más
joshuac en Marzo 04, 2024
Hi, I am an IT employee that helps manage a client who's employees use Hubspot as an add-on in their Outlook that lets them keep track of sales and everything else Hubspot is meant for. However, we have received a few reports of users being sign Leer más
3 Me gusta
11 Respuestas
Miembro
Abril 04, 2024 16:02
@joshuac wrote:F Hi @StepChange , Unfortunately no matter what I change we still have clients stating that Hubspot continuously signs them o...Leer más
Resuelta
FatFriday en Marzo 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 Leer más
0 Me gusta
7 Respuestas
Accepted Solution
Miembro del salón de la fama | Partner
Marzo 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....Leer más
PBoyd en Febrero 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 Leer más
0 Me gusta
2 Respuestas
Participante
Marzo 21, 2024 07:35
Hi Using your own message as example If I use this 'add to HS CRM' function in the side panel, and click in the Mobile phone field of the form, it...Leer más
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