Outlook Sales Extension

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  • Tom on October 27, 2016
    13 upvotes
    2 Replies
    If you're having trouble installing HubSpot Sales for Outlook, the troubleshooting steps listed here should help you get up and running in no time. First, be sure to check that your version of Outlook is compatible with HubSpot Sales here:...
    Reply
    Tom
    HubSpot Product Team
    November 29, 2016 00:21
    Hey Sofia, Could you open a new post about this? This is intended as a general guide to some common errors and I may not be able to troubleshoot ...
  • GTimmermans7 on December 03, 2021
    0 upvotes
    1 Replies
    Hi, quick question: we use the Outlook add-onbut my boss has this problem that it sometimes doesn't show. I have to figure out why so I thought let's just ask. So: why is the add-on sometime there, and sometimes it isn't. thx
    Reply
    Top Contributor | Diamond Partner
    December 03, 2021 04:50
    Hi @GTimmermans7 , As we won't be able to tell exactly what happening to outllok add-in on your system w/o having access to it, but here sharing t...
  • anna-ins on December 01, 2021
    0 upvotes
    1 Replies
    The add-ins for Outlook and Windows periodically make you log in again. It's annoying because both add-ins have a box you can tick that says "remember me" - and we tick it every time and they NEVER remember us. We have made everyone use very secure...
    Reply
    Community Manager
    December 03, 2021 03:06
    Hi @anna-ins , Thank you for reaching out to the Community! Because the Sales add-in runs on a 3rd party software and there are many differe...
  • Solved
    HannahSarsfield on November 22, 2021
    0 upvotes
    6 Replies
    Hi, I was wodn ering whether there is a quick way to sync a bulk of emails retrospectively into Hubspot? Thanks, Hannah
    Reply
    Hall of Famer
    November 23, 2021 03:01
    Hi @HannahSarsfield , As far as I know, it's not possible out of the box. You would have to work with a developer and the HubSpot API to explo...
  • LVRachel on November 15, 2021
    0 upvotes
    3 Replies
    We recently attended a trade show, and we're following up our new contacts with an email. The team prefer to use Outlook for this, but we created a template that they can tweak for each contact. However, they've sent every email with the same subjec...
    Reply
    Community Manager
    November 17, 2021 07:39
    Got it, thank you for your reply @LVRachel ! I would always recommend creating an email in a new compose window going forward to prevent this from...
  • leoAwtana on November 12, 2021
    0 upvotes
    1 Replies
    Hi team, I would like to know why the integration with outlook web is not complete, I comment this because I have tried to fix the record of the emails sent by the agents and it does not happen, I had a meeting with someone from support and he exp...
    Reply
    Community Manager
    November 15, 2021 06:05
    Hi @leoAwtana , Thank you for reaching out to the Community! If you're using Outlook on the web, you could use our Office 365 add-in: you wi...
  • jnich on November 11, 2021
    0 upvotes
    2 Replies
    Hello, I have two reps using the HubSpot Sales extension for Outlook. For one of them, when they send an email to a contact that is NOT IN HUBSOPT CRM but clicks track email, it will track the email and show opens and recognize the exact co...
    Reply
    Member
    November 12, 2021 06:52
    @TiphaineCuisset Yes, we have GDPR enabled and I to would expect them to both be getting "Someone". But thank you! I will reach out to support to ...
  • TonyDowling on November 11, 2021
    0 upvotes
    1 Replies
    I've had a query from a client that couldn't switch on logging and tracking in the CRM. I tried to find the setting in the CRM, but it seems to have disappeared - I'm sure I could see them on and off by default previously? I think its ...
    Reply
    Top Contributor | Diamond Partner
    November 11, 2021 05:23
    Hi @TonyDowling , If you are using HubSpot sales extenson then your emails will automatically be logged into the CRM. However they must meet so...
  • LLade on November 09, 2021
    0 upvotes
    1 Replies
    After updating the Hubspot plug-in to use WebView2 Outlook, it keeps hanging. Any ideas?
    Reply
    Community Manager
    November 10, 2021 09:11
    Hi @LLade , Thank you for reaching out to the Community! Can you confirm if you're using the Outlook desktop add-in or the Office365 add-...
  • BTinder on November 06, 2021
    0 upvotes
    1 Replies
    I've tried MULTIPLE times to connect my Outlook 365 & Hubspot on my brand new MacBook Pro. It worked perfected on my PC with the same setup. I am using MS Office 365 (personal) which is connected to my G-Suite (email hosted there.) There were n...
    Reply
    Top Contributor | Diamond Partner
    November 07, 2021 21:29
    Hi @BTinder , Unfortunately, Connecting Outlook 365 and HubSpot on MacBook have issues. It is possibe on PC only Check out this article here . ...
  • Solved
    SBlakeman on November 05, 2021
    0 upvotes
    6 Replies
    Hi, checked the KB. I keep getting self open notifications in Outlook, the KB tells me to enable cookies in Internet Explorer, but I no longer have IE. I asume the "background opperation in IE" that is refrenced in the KB article has been replac...
    Reply
    Community Manager
    November 11, 2021 01:37
    Hey @SBlakeman I'm glad I could help! Yes - I am in touch with the team so the article can be updated - thank you for flagging this to...
  • Solved
    kpriv on November 04, 2021
    3 upvotes
    15 Replies
    Hello all, We have been using Hubspot for about 3 months. We deployed the hubspot integration via our 365 tenant, which added the button in Outlook (all clients are on Outlook 365). Once the users logged in, everything was very smooth. Someti...
    Reply
    Participant
    November 11, 2021 05:57
    Fix works on my end! Users are happy again 🙂 Thanks Tiphaine for listening to everyone's issues and taking them seriously, taking action, an...
  • JDavison on November 02, 2021
    0 upvotes
    5 Replies
    Email tracking does not appear to be working in 'New Outlook' for Mac. The HubSpot integration is being used and both logging and tracking are selected but the email is only logged and not tracked. I have tried emailing various accounts and it d...
    Reply
    Participant | Partner
    November 28, 2021 10:50
    Hi, The support team confirm that tracking is not working at all onto "new Outlook". Just waiting that Mcirosfot and Hubspot sync each others to fi...
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