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Outlook Sales Extension

Buscar soluciones en Outlook Sales Extension o hacer una pregunta

sjudson en Diciembre 04, 2023

Ending Development for HubSpot's VSTO Sales Add-In

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

Responder Announcement

16 Me gusta

0 Respuestas

GCipriano en Enero 14, 2025

Component access error

For a few days from Outlook 2019 trying to connect the HubSpot Sales component I get this error: How can I solve it?

Responder FREE

1 Me gusta

2 Respuestas

GCipriano

Miembro

Enero 14, 2025 12:03

Hi Gaurav, thanks for the reply. I checked everything on the link page you sent me with no results. I'm sending a video shot to see what the problem ...Leer más

Resuelta

LLWelly en Enero 13, 2025

Emails log to multiple deals automatically

Hi HubSpot Community, we have recently started using the Deals pipeline and we use the Outlook extension to log emails to contacts, companies and now also deals. For one of my team member, the email automaically logs to all deals that are currentl Leer más

Responder Best Practices CRM Deals Sales

0 Me gusta

2 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Enero 14, 2025 00:21

Hi @LLWelly , This sounds like their log and track preferences and association defaults are not set up correctly. You can send them this artic...Leer más

Resuelta

jacobj en Enero 02, 2025

Outlook Plugin randomly disconnect from Inbox

My Outlook plugin used to be connected to my Inbox, but recently it was disconnected somehow. The "Connect Inbox" button does not do anything. I have tried reinstalling the Plugin but it does not change anything. This is the only way it has Leer más

Responder Connected Email

0 Me gusta

3 Respuestas

Solución Aceptada

kennedyp

Administrador de la comunidad

Enero 06, 2025 17:06

Thanks for that context, @jacobj ! The extension shouldn't have changed recently, but a lot of variables have to align for it to work. If you are ...Leer más

airwolfke en Diciembre 30, 2024

Email isn't logging

Hi, I have a question regarding logging emails within Outlook desktop version with the Hubspot Sales plugin I own a office 365 license which made it possible to install the Hubspot sales app into Outlook. Here you can find that app See Leer más

Responder Starter

0 Me gusta

1 Respuestas

PamCotton

Administrador de la comunidad

Diciembre 30, 2024 16:36

Hey, @airwolfke , Happy Monday! Thank you for reaching out to our HubSpot Community and sharing the screenshot. It seems the issue may be re...Leer más

Resuelta

AsafBlasberg en Diciembre 20, 2024

Link Tracking Causes Rewriting of Links to Long URLs that Can Increase Spam

Hello, I'm not sure if the community is aware of this issue or not, but when I track an email using the Hubspot Sales add-in using the new version of Outlook on PC and Mac, every time I create a link in the body of my email, Hubspot will immediatel Leer más

Responder CRM

0 Me gusta

3 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Diciembre 23, 2024 02:46

Hi @AsafBlasberg , You can turn off sales email tracking here: https://knowledge.hubspot.com/connected-email/turn-off-one-to-one-email-tracki...Leer más

LinzThompson en Diciembre 20, 2024

Multiple, old or irrelevant deals tracking to email trail

Hello, My colleagues and I have noticed that the Hubspot Outlook Sales Extension Widget auto-assigns old or irrelevant deals to email trails. While you can select to add a deal to an email conversation in Outlook, there is apparently no way to r Leer más

Responder Sales

0 Me gusta

1 Respuestas

kennedyp

Administrador de la comunidad

Diciembre 20, 2024 16:29

Hey @LinzThompson ! There likely is an explanation for the emails being associated with old deals, but it does require a bit of digging. Y...Leer más

Resuelta

alourenco300 en Diciembre 18, 2024

Email logging with Hubspot Sales add-in on Outlook web (Office365)

Hello, I have a work HubSpot account and my work email is connected to HubSpot. I use the web version of Outlook under an Office 365 subscription. If I send within HubSpot emails using my work email address, those emails are logged. However Leer más

Responder Connected Email CRM

1 Me gusta

4 Respuestas

Solución Aceptada

Gaurav_Aggarwal

Asesor destacado | Partner

Diciembre 18, 2024 06:41

Hey @alourenco300 Please note: due to the significant changes introduced by Microsoft as part of the new Outlook for Windows , HubSpot ...Leer más

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EGONZALOPALOM en Diciembre 13, 2024

preassigned deals for a contact

hello, when writing an email to a contact that has DEALS associated, the emial is automatically associated to these DEALS and it's not possible to unselect from HUBSpot sales. In our case, many times, the email sent to the contact may not be relat Leer más

Responder Starter

0 Me gusta

2 Respuestas

Solución Aceptada

Josh

Experto reconocido | Partner nivel Diamond

Diciembre 13, 2024 09:35

Hi @EGONZALOPALOM , There are some settings on the email logging settings that will help to control this better: Also, when sending ...Leer más

Resuelta

Ldennis23 en Noviembre 22, 2024

Emails not sending/Sending Limit?

All my emails sent through HubSpot are undeliverable. Sales told me it's because I've exceeded some kind of email limit. Is this a new rule in Outlook? I've never heard of daily limits before, and I've sent over 50 emails a day using other CRM plat Leer más

Responder Connected Email

0 Me gusta

1 Respuestas

Solución Aceptada

kennedyp

Administrador de la comunidad

Noviembre 22, 2024 17:00

Hey @Ldennis23 ! Thanks for your post. HubSpot does have rolling daily sending limits for connected emails based on email provider limits...Leer más

Resuelta

JSchleich en Noviembre 22, 2024

Outlook Plug In Reminder Function

It appears that the reminder function has been removed from the Outlook plug in. Whhhhhhhhhhhhhhyyyyyyyyyy? It was easily my favorite thing about the whole platform. You could quickly add a to-do reminder to check back with a client within Outloo Leer más

Responder Professional

0 Me gusta

1 Respuestas

Solución Aceptada

karstenkoehler

Miembro del salón de la fama | Partner

Noviembre 22, 2024 10:44

Hi @JSchleich , I don't know about this feature exactly but this potentially has to do with the following: https://knowledge.hubspot.com/conn...Leer más

MWILLAERT en Noviembre 21, 2024

Outlook Extension well configured but no emails are consigned at contact record level

I have well connected my personnal account I have well setup the Outlook extension + chrome extension as I can see contact info in the right bar when I'm redacting an email? I'm receiving notifications on my phone that these emails have Leer más

Responder Connected Email

0 Me gusta

1 Respuestas

kennedyp

Administrador de la comunidad

Noviembre 21, 2024 15:29

Hi @MWILLAERT ! Welcome to the Community-- happy to have you here 😊 From what I understand, your Outlook extension is configured as expec...Leer más

Resuelta

amarjits en Noviembre 21, 2024

Having problem connecting Sales Addon

I am facing a strange problem that's not reported by anyone else as far as i can check: "The app cookie does not have the connected-email-inbox-access scope to create personal inbox" Also, the "Connect Personal Email" is grayed out in the Leer más

Responder FREE

0 Me gusta

1 Respuestas

Solución Aceptada

PamCotton

Administrador de la comunidad

Noviembre 21, 2024 11:12

Hey @amarjits , thank you for posting our Community. The error you’re seeing usually points to missing permissions or settings. Please ensur...Leer más

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