Outlook Sales Extension

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BCockell en Abril 23, 2024
I want HubSpot to create a contact and company record whenever I send an email to a new email address, and to log and track the email I send. Right now, I have to manually click the HubSpot Sales extension button to add the bcc address, and have Leer más
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2 Respuestas
Miembro
Abril 23, 2024 07:12
Yes I have it set to this:  
Lynd en Abril 22, 2024
Hi, We use Outlook and I have been using the HubSpot app for a while now, tracking and logging emails. Since last week, I get an error message when I click on the Hubspot App in the Outlook browser version: Sys.ArgumentOutOfRangeExcepti Leer más
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2 Respuestas
Miembro
Abril 23, 2024 06:20
Hey Jaycee, That worked. 🙂 Thank you for your help and quick reply. Have a great day ahead!
EMussett3 en Abril 19, 2024
How do I get rid of or move the banner?
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2 Respuestas
Miembro
Abril 21, 2024 19:59
[ https://res.cdn.office.net/assets/mail/file-icon/png/docx_16x16.png]ESM Email Screen Shot.docx<> Please see enclosed. This banner is blocking...Leer más
ZAHoopes en Abril 18, 2024
When sending a bulk email to multiple contacts, is there any way to update a single property on all the involved contacts with the Hubspot email plug-in all at once, or does it have to be done one by one using something like contact profiles? I' Leer más
Administrador de la comunidad
Abril 22, 2024 10:24
Hi @ZAHoopes , Thank you! I was trying to find a way to do this with the email extension, but couldn't locate an option. If this is a featu...Leer más
Koala28 en Abril 18, 2024
We primarily use the Outlook/Office 365 add ins for scheduling meetings. We want to be able to track meetings with contacts that have not yet been built in HubSpot. By default, I know that the Calendar Sync function will only attach meetings sent fr Leer más
Administrador de la comunidad
Abril 19, 2024 06:23
Hi @LKol17 , I hope that you are well! Thank you for asking the Community! I'd like to share this article " Create or log activities on a recor...Leer más
JLang2 en Abril 12, 2024
I work on several projects and don't want to be logged in to HubSpot all the time in Outlook. How do I get it to stop asking me to log in when I want to send a message? Thanks, Jillian
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1 Respuestas
Administrador de la comunidad
Abril 15, 2024 05:12
Hi @JLang2 , Thank you for reaching out to the Community! I found an article " HubSpot Sales prompts login every time Outlook on desktop is o...Leer más
SFrench en Abril 02, 2024
The Auto BCC feature is in the old desktop version of the Salehub Extension, but does not appear to be a setting or a function within the NEW OUTLOOK experience for M365. Is this on the roadmap as a planned function to be added back? It is mak Leer más
Administrador de la comunidad
Abril 04, 2024 05:00
Hi @SFrench , I have been reviewing and I did not find any documentation on plans for this. However, I found a workaround that might be help...Leer más
Hildegaard en Marzo 22, 2024
All my users, including myself, are getting this popup login window every day, when we open Outlook for the first time: Otherwise, our HubSpot add-in doesn't work Leer más
Colaborador
Abril 12, 2024 08:23
I got below from support: I'm afraid that due to the significant changes introduced by Microsoft as part of the new Outlook for desktop app, HubSpot...Leer más
Resuelta
ABellini en Marzo 22, 2024
Buonasera, è possibile registrare in modo automatico nella timeline del contatto delle riunioni convocate tramite Outlook? So che c'è la possibilità di connettere il calendario ma mi chiedevo se questa fosse l'unica opzione possibile. Grazie
1 Me gusta
2 Respuestas
Accepted Solution
Líder intelectual | Partner nivel Platinum
Marzo 22, 2024 14:58
Ciao @ABellini Sì, per sincronizzare le riunioni con HubSpot è necessario collegare il calendario. Ecco un articolo su come farlo https://k...Leer más
Resuelta
WHeighington en Marzo 21, 2024
In our office, half of our sales staff reported that their Sales Tools Add-in in Outlook stopped working, giving them the spinning wheel of death. Upon internal troubleshooting, it was noted that 100% of the agents whose HS Sales Tools Addins were Leer más
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5 Respuestas
Accepted Solution
Participante
Marzo 21, 2024 14:49
To anyone else experiencing this issue, HubSpot has acknowledged that there is an issue with their Office 365 Sales Tools Addin on the newest ve...Leer más
EWetzel en Marzo 21, 2024
Hello everyone, we use the HubSpot Outlook Plugin to enroll contacts in sequences. We have noticed that images from the signature are not displayed. However, this only happens when the sequence is started from the Outlook Plugin. I have already Leer más
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3 Respuestas
Administrador de la comunidad
Abril 22, 2024 15:45
Hey @EWetzel thank you for the reply. Verify that the signature settings in Outlook are correctly configured to include images. Sometimes, ...Leer más
Resuelta
SJamieson75 en Marzo 11, 2024
I have a user who has been using the Outlook extension now for a few months. They have been able to add contacts from outlook successfully but recently this function seems to be restricted. I have had a look and cannot see any changes to the users p Leer más
1 Me gusta
4 Respuestas
Accepted Solution
Participante
Marzo 13, 2024 05:13
Hi there, Update on this. The user contacted HubSpot technical support who said this was a bug and they fixed it and so this now allows the contact...Leer más
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