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 ...
  • JohnLewin on October 21, 2021
    0 upvotes
    0 Replies
    Thanks for helping me out. I have tried everything and chatted to help desk many times. While it sees a simple problem I just can't get it to to work like it did. Problem I sent a number of emails out to a company. I checked log ...
    Reply
  • JohnLewin on October 21, 2021
    0 upvotes
    0 Replies
    I sent a number of emails out to a company. I checked log to CRM and track email. None of the emails came up in an activity search under Contact Company When I searched activity under contacts contacts there was the list of all the email...
    Reply
  • paasto on October 21, 2021
    0 upvotes
    1 Replies
    Suddenly HupSpot Sales Add-in for Outlook just died. This worked a while ago but not it's totally busted and there are no mentions of this situation. I have macOS (11.6) and Outlook desktop (Outlook for Mac, version 16.54) Error message is: "Un...
    Reply
    Top Contributor | Diamond Partner
    October 21, 2021 21:47
    Hi @paasto , These kind of issues happens some times and then get resolved by themselves. Check the add-in again. The issue might have resolved b...
  • Solved
    Jakim on October 14, 2021
    0 upvotes
    1 Replies
    We see the case that some person in charge is in charge for more than 2 companies. It usually can be seen at Chain hotel or Consultant contacts who works with several clients companies. We can assosiate the contacts information with more than 2...
    Reply
    Top Contributor | Diamond Partner
    October 15, 2021 01:15
    Hi @Jakim , You can create the email from respective company : https://prnt.sc/1w82w2u Hope this helps! If we were able to answer you...
  • SFB on October 14, 2021
    0 upvotes
    1 Replies
    A client who uses Office 365 cannot send emails from Hubspot. My question is, does the add-in require that MX records be pointed directly to outlook.com mail servers? In this case, the client's MX records point to Mail Assure, a spam filtering sys...
    Reply
    Community Manager
    October 18, 2021 03:01
    Hi @SFB Thank you for reaching out. It seems like a complex set up from this user, do they get a specific error message when trying t...
  • AmitM12 on October 14, 2021
    0 upvotes
    2 Replies
    Hi HubSpot community! I have spent the last hour trying to understand the HubSpot add-in on Outlook. Basically what I would like to do is start a new e-mail and be able to see not only my Outlook contacts, but also all of my contacts in HubS...
    Reply
    Key Advisor
    October 18, 2021 02:45
    Hi @AmitM12 , That's not the way the Outlook add-in works, I'm afraid. Rather than loading all your HubSpot data, the HubSpot Sales sidebar s...
  • Meto on October 12, 2021
    0 upvotes
    2 Replies
    Hi there, Today when I open Outlook desktop I see the HubSpot sales addin asking to login. But after login successful I see this error message as below. Sorry. Hubspot didn't load properly. Please try to login again. I restarted ...
    Reply
    Member
    October 14, 2021 04:14
    Hi Pam, Thank you for your reply. No, the problem was solved from itself. I don't know what happen. I think that was an issue with hubs...
  • THouston on October 12, 2021
    0 upvotes
    1 Replies
    Hello I'm just wondering if anyone could please help me? No matter what avenue I seem to be going down, I cannot seem to get the Outlook Sales Tools add ins to show on my Outlook toolbar. I have been in touch with the Hubspot sales team who have tal...
    Reply
    Community Manager
    October 13, 2021 04:10
    Hi @THouston Thank you for reaching out Can you confirm you've followed all steps listed in this article ? Thank you! Best ...
  • TRohlfs on October 08, 2021
    0 upvotes
    1 Replies
    Hello, this is a repeat of a previous unanswered question. Thanks. I see in my Hubspot sales extension panel that I can create a task and due date associated with an email. It will then show up in my task list in hubspot. Could it be possible th...
    Reply
    Community Manager
    October 11, 2021 09:42
    Hi @TRohlfs , Thank you for reaching out to the Community! Just to confirm, you're creating Tasks in Outlook via the contact pane of the...
  • TLivesey on October 08, 2021
    0 upvotes
    5 Replies
    I've managed to install the Outlook web plug-in and all seems good but I actually want to track an email to a contact. It allows me to go to that contact in hubspot but not track the email. What have I done wrong, it's been driving me nuts for the l...
    Reply
    Key Advisor
    October 11, 2021 01:34
    I'm struggling to understand your issue, here. In your initial post, you said: "I've managed to install the Outlook web plug-in and all seems...
  • Solved
    ALister on October 08, 2021
    0 upvotes
    2 Replies
    Hi Folks. I'm new to using HubSpot, and have the Outlook sales extension working. Its tracking new emails and creating people as contacts fine. Is it possible for the Extension to go through my sent items and add in customers I have previously E...
    Reply
    Member
    October 08, 2021 00:57
    Fantastic idea, thank you. Have a great day!
  • Solved
    subinsammathew on October 07, 2021
    0 upvotes
    3 Replies
    Hi, Today when i open outlook I see the HubSpot sales addon asking to login. But after login successful I see this error message as below. I restarted PC and also reionstalled the addon. Still not able to solve the issue. Regard...
    Reply
    Participant
    October 08, 2021 01:57
    Hi, Today I jsut tried my luck to login before changing any setting and got logged in successful. Now everything working normal. Thank you Re...
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