Outlook Sales Extension

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sjudson en Diciembre 04, 2023
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 Leer más
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0 Respuestas
VLe5 en Julio 19, 2024
Hi, Does HubSpot have the capabilty of automatically BCC'ing yourself or others when creating an email through the CRM? I know that through the Outlook extension, Hubspot itself is automatically BCC'd to log and track emails, but just wondering Leer más
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1 Respuestas
Miembro del salón de la fama | Partner
Julio 19, 2024 12:07
Hi @VLe5 , For marketing emails yes, for sales emails no, unfortunately. https://knowledge.hubspot.com/marketing-email/set-up-a-complia...Leer más
Chris5861 en Julio 18, 2024
Is there a solution to use the Hubspot web add-in in the new Outlook with an account which is not set as primary?
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1 Respuestas
Administrador de la comunidad
Julio 18, 2024 17:47
Hey @Chris5861 , thank you for posting in our Community! Currently, the HubSpot web add-in for Outlook is designed to work with the primary ...Leer más
briansweat en Julio 17, 2024
I'm using the "New" Outlook with the HubSpot Sales Extension (not the old Sidekick add-in). My default browser is Google Chrome and all links from Outlook open in Chrome except for the HubSpot notification emails. They always open in a pop-up Ed Leer más
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1 Respuestas
Administrador de la comunidad
Julio 18, 2024 05:22
Hi @briansweat , I hope that you are well! Thank you for asking the Community and thank you for sharing your valuable feedback! This means a lot ...Leer más
KHanchette en Julio 17, 2024
I have 4 email accounts in Outlook. I would like to turn on by default tracking for 2 of them and not have any tracking or logging for the other 2. 2 for work and 2 for personal. How do I do this?
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1 Respuestas
Miembro
Julio 17, 2024 10:44
Hi Kris - happy to help. To set up email tracking for some of your Outlook accounts and exclude others in HubSpot, follow these steps: Insta...Leer más
Hauser en Julio 16, 2024
Is there anyways to better automate the email integration I have with Hubsport and Office 365? Every morning I have to login to Hubspot and check the box to log into Hubspot. Is there anyway to set it so it automatically integrates the emails?
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1 Respuestas
Miembro
Julio 16, 2024 14:24
Hi @Hauser ! You can try the following: Ensure that your email integration in HubSpot is set to a persistent connection. This setting should kee...Leer más
JWeaver9 en Julio 11, 2024
I have an Outlook email account and also a gmail account. I have added my gmail to outlook as I like working in outlook. Hubspot is associated to the gmail account. How can I ensure when working In outlook, my gmai is being logged in Hubspot. Leer más
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2 Respuestas
Miembro
Julio 12, 2024 12:11
How do I connect both accounts to Hubspot? When you say in your account settings. Do you mean my outlook account settings? or The Hubspot account s...Leer más
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LKenny4 en Julio 10, 2024
I've noticed a number of my emails sent directly from Outlook desktop (with Hubspot address in BCC) recently have been logged against the wrong account. For some reason it is associating these with the wrong prospect. Some only have the Associat Leer más
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2 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 10, 2024 07:04
Hi @LKenny4 , Without more details on the recipients of the emails, the records etc it's hard to say from a distance what exactly is happening...Leer más
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JSamuel85 en Julio 10, 2024
We are looking for a way to file the emails we have logged under one company as they relate to different deals. We use the Outlook extension so don't use Hubspot as the main email, does anyone have any ideas please?
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4 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Julio 10, 2024 06:21
@JSamuel85 no, HubSpot does not support moving emails on records into folders. You could request this as HubSpot Idea: https://community.hub...Leer más
GZaalberg en Julio 09, 2024
Hi Hubspotters, we are working with an administration tool which is connected with office 365 to send emails. these emails show up in our office 365 send items folder but do not show up in hubspot. i have connected the mailbox with hubspot, Leer más
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1 Respuestas
Administrador de la comunidad
Julio 10, 2024 09:51
Hey @GZaalberg , thank you for reaching out! When using a third-party tool to send emails through Office 365, these emails might not automat...Leer más
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RMarvin en Julio 09, 2024
Hey, I am currently facing an issue with the constant need to log in to the Outlook 365 Extension . Our company is currently testing Sales Hub, and while we are generally very satisfied with the CRM, this issue could potentially be a dealbreake Leer más
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1 Respuestas
Solución Aceptada
Colaborador líder | Partner
Julio 09, 2024 07:12
Hey @RMarvin Have you checked this article here : https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-...Leer más
IPovey-Hall en Julio 01, 2024
When I am adding contacts to HubSpot from outlook with the HubSpot sales plug in it is creatinging duplicates instead of matching them to the contact records I already have the contact records i alreacy have on hotspot has first name and second Leer más
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2 Respuestas
Participante
Julio 01, 2024 13:55
Hi @IPovey-Hall , I work for Insycle and just wanted to pop in here and share a little more context about our duplicate merging features. Thank you ...Leer más
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CLecklikner en Junio 27, 2024
My sales team wants to have emails logged automatically in hubspot. I have been testing out how to do it. We use Outlook 365. I have added the sales extension for Outlook 365 and have my email connected to my HubSpot account. I have settings set Leer más
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1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Junio 28, 2024 00:08
Hi @CLecklikner , Can you review these troubleshooting steps? They're for email tracking but most of them apply to logging as well: https://k...Leer más
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