Outlook Sales Extension

Filtrar por
  • Todos os rótulos
  • Academy
  • Admin
  • ads
  • AMA
  • Analytics Tools
  • Announcement
  • Announcement
  • best practices
  • Billing
  • Blog
  • Calendar
  • Calling
  • Campaigns
  • Chat
  • Companies
  • Connected Email
  • Contacts
  • Conversations
  • CRM
  • CTAs
  • Custom Objects
  • Dashboards
  • Deals
  • Developer
  • Documents
  • Email Deliverability
  • Enterprise
  • Feedback Surveys
  • File Manager
  • Forms
  • Free
  • GDPR
  • Getting Started
  • How-To
  • Integrations
  • Knowledge Base
  • Landing Pages
  • Lists
  • Marketing
  • Marketing Email
  • Marketplace
  • Meetings
  • Mobile App
  • Notifications
  • Payments
  • Playbooks
  • Professional
  • Quick Tutorial
  • Reports
  • Sales
  • SEO
  • Sequences
  • Service
  • Settings
  • SNA
  • Snippets
  • Social Tools
  • Starter
  • Tasks
  • Templates
  • Tickets
  • TOS
  • video
  • Webinar
  • Website Pages
  • Workaround
  • Workflows
Ordenar por
Mais recente
  • Mais recente
  • Mais votados
Estado
Todos
  • Todos
  • Solucionado
  • Unsolved
  • Sem respostas ainda
sjudson on Dezembro 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 Leia mais
10 avaliações positivas
0 Respostas
VLe5 on Julho 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 Leia mais
0 avaliações positivas
1 Respostas
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
Chris5861 on Julho 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?
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Julho 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 ...Leia mais
briansweat on Julho 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 Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Julho 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 ...Leia mais
KHanchette on Julho 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?
0 avaliações positivas
1 Respostas
Membro
Julho 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...Leia mais
Hauser on Julho 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?
0 avaliações positivas
1 Respostas
Membro
Julho 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...Leia mais
JWeaver9 on Julho 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. Leia mais
0 avaliações positivas
2 Respostas
Membro
Julho 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...Leia mais
Solucionado
LKenny4 on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
Solucionado
JSamuel85 on Julho 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?
0 avaliações positivas
4 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Julho 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...Leia mais
GZaalberg on Julho 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, Leia mais
0 avaliações positivas
1 Respostas
Gerente da Comunidade
Julho 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...Leia mais
Solucionado
RMarvin on Julho 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Top colaborador(a) | Parceiro
Julho 09, 2024 07:12
Hey @RMarvin Have you checked this article here : https://knowledge.hubspot.com/connected-email/troubleshooting-the-hubspot-sales-office-365-...Leia mais
IPovey-Hall on Julho 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 Leia mais
0 avaliações positivas
2 Respostas
Participante
Julho 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 ...Leia mais
Solucionado
CLecklikner on Junho 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 Leia mais
0 avaliações positivas
1 Respostas
Solução Aceita
Membro do Hall da Fama | Parceiro
Junho 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...Leia mais
cancelar
Mostrando resultados para 
Pesquisar então 
Você quer dizer: 

Quer iniciar uma conversa ou fazer uma pergunta?

Crie uma postagem.

Sign up for the Community Newsletter

Receive Community updates and events in your inbox every Monday morning.