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Outlook Sales Extension

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sjudson on December 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 read more

Reply Announcement

16 upvotes

0 Reply

EGONZALOPALOM on February 05, 2025

adding company from Hubspot sales extension

hi when creating contacts from Hubspot Sales extension in Outlook we would like to add the company. is there any way we can edit this card? for info, we have disabled the option to assign automatically the company based on contact email domain. th read more

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0 upvote

1 Reply

PamCotton

Community Manager

February 05, 2025 17:59

Hey @EGONZALOPALOM , thank you for posting in our Community! Currently, the HubSpot Sales extension for Outlook doesn’t currently allow ad...read more

Solved

PCollier3 on January 30, 2025

seeing calendar

Hi all, This maybe a daft question but im brand new to the world of CRM! I have the application on my phone which is great. On the first page i can see my upcoming scehdule (my calendar from outlook is sync'd and connected). However although read more

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0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 30, 2025 06:55

Hi @PCollier3 , As far as I know, and unintuitively, this is not available in all HubSpot subscription tiers in the web app. It would require ...read more

Solved

SKeohan on January 28, 2025

Email Sends

Hello, I recently turned tracking off as emails were going to spam however we have had a couple clients say they have not received emails however I am unsure whether they are lying or if the emails genuinely have not been received. When I go to read more

Reply Enterprise

0 upvote

1 Reply

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 28, 2025 08:59

Hi @SKeohan , There is unfortunately no way to verify whether a contact actually received an email or not. They might not have checked their s...read more

GCipriano on January 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?

Reply FREE

1 upvote

3 Replies

GCipriano

Member

January 15, 2025 04:58

Another video screen and the link not opening from Outlook 2019 window. Video: https://www.loom.com/share/ This is the link that does not ope...read more

Solved

LLWelly on January 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 read more

Reply Best Practices CRM Deals Sales

0 upvote

2 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

January 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...read more

Solved

jacobj on January 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 read more

Reply Connected Email

0 upvote

3 Replies

Accepted solution

kennedyp

Community Manager

January 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 ...read more

airwolfke on December 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 read more

Reply Starter

0 upvote

1 Reply

PamCotton

Community Manager

December 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...read more

Solved

AsafBlasberg on December 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 read more

Reply CRM

0 upvote

3 Replies

Accepted solution

karstenkoehler

Hall of Famer | Partner

December 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...read more

LinzThompson on December 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 read more

Reply Sales

0 upvote

1 Reply

kennedyp

Community Manager

December 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...read more

Solved

alourenco300 on December 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 read more

Reply Connected Email CRM

1 upvote

4 Replies

Accepted solution

Gaurav_Aggarwal

Key Advisor | Partner

December 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 ...read more

Solved

EGONZALOPALOM on December 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 read more

Reply Starter

0 upvote

2 Replies

Accepted solution

Josh

Recognized Expert | Diamond Partner

December 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 ...read more

Solved

Ldennis23 on November 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 read more

Reply Connected Email

0 upvote

1 Reply

Accepted solution

kennedyp

Community Manager

November 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...read more

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