Outlook Sales Extension

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Solved
SJamieson75 on March 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 read more
1 upvote
4 Replies
Accepted Solution
Participant
March 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...read more
Solved
BPundt on March 06, 2024
Hello, I have figured out how to log past emails sent before we were using Hubspot, associated with contacts that have been added now. What I'm trying to do is find out if I can still track those emails as to whether they have been opened. T read more
0 upvote
2 Replies
Accepted Solution
Hall of Famer | Partner
March 06, 2024 15:39
Hi @BPundt , Unfortunately not, no, because HubSpot was never able to add the tracking pixel if these emails weren't sent as tracked. This pag...read more
MR7 on March 06, 2024
The HubSpot sales feature is creating a new contact in HubSpot successfully and logging the e-mail but it is not creating a new associated company for me. Any suggestions? When I click on the 'Log' feature on the add-in pop up it only gives me ' read more
1 upvote
1 Reply
Thought Leader | Platinum Partner
March 06, 2024 06:38
Hey @MR7 you can follow this steps to set this up automatically when a contact has a @company https://knowledge.hubspot.com/object-setti...read more
Solved
Yarexi23 on March 05, 2024
Since we migrated from Gmail to Outlook, our team lost connection and email tracking. We do not get new contacts because it does not work. We followed all the steps to reconnect the email, but it still does not work as it did before the migration. read more
0 upvote
22 Replies
Accepted Solution
Most Valuable Member | Diamond Partner
March 11, 2024 20:41
Hi @Yarexi23 the settings all look correct - have you tried searching your contact records in HubSpot for the email address (vs. first/last name)? ...read more
joshuac on March 04, 2024
Hi, I am an IT employee that helps manage a client who's employees use Hubspot as an add-on in their Outlook that lets them keep track of sales and everything else Hubspot is meant for. However, we have received a few reports of users being sign read more
3 upvotes
8 Replies
Participant
March 18, 2024 04:47
We found that too but have now uninstalled the desktop version as it is no longer supported, we just use the 365 one 😞
Solved
FatFriday on March 01, 2024
Hey Everybody We're using the sales tools plugin for Outlook Desktop but it never gets past the spinning blue circle at the top. The 365 web version works fine, no problems. Its not just one user, its everybody Pointers please Thanks D read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
March 01, 2024 10:57
Hi @FatFriday , HubSpot is ending support for that add-in due to changes by Microsoft. That's probably the reason: https://community.hubspot....read more
PBoyd on February 29, 2024
When creating a contact from within the Outlook sales side panel, it doesn't seem to prompt you to apply the phone number formatting (+44 (0) ); apparently it does in the Google sidebar... does anyone else's Outlook do this also? Using O365 outlook read more
0 upvote
1 Reply
Community Manager
March 01, 2024 05:53
Hi @PBoyd , Thank you for reaching out to the Community! To better understand and diagnose the issue with phone number formatting in the...read more
Solved
ESlater on February 28, 2024
Hi there, our business is looking for an email signature generator in Outlook to enable us to standardise our email signatures across the business. We tried Exclaimer but it wasn't possible to make this work with HubSpot the way we needed it to - to read more
1 upvote
2 Replies
Accepted Solution
Thought Leader | Platinum Partner
March 01, 2024 03:53
Hey @ESlater I'd totally recommend the signature generation tool that Diana shared from HubSpot. Each team member can create their own signatu...read more
Solved
FatFriday on February 27, 2024
Hi The app is installed OK for us all but the icon doesn't show up in Outlook on the Web for us to open. Thanks Daren
1 upvote
12 Replies
Accepted Solution
Participant
February 27, 2024 11:27
I found it....!!!!
Solved
mrfixit on February 27, 2024
Hi I have Outlook 365 extension installed and setup on my Outlook (new) client. The sidebar is active whenever I send, or reply to an email and the emails are captured into Hubspot, but if I exit Outlook and start it again, I have to login to the read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 27, 2024 03:29
Hi @mrfixit , Yes, this is expected behavior. The sales extension does not automatically log incoming emails, only your sent emails and replie...read more
CWilliams70 on February 26, 2024
One of the users in my organization has been logging emails manually using the BCC address (not the Outlook integration). I have confirmed he is using the correct email address, yet his emails are not being logged to either the contact or company, h read more
1 upvote
2 Replies
Thought Leader | Platinum Partner
February 27, 2024 11:41
Hey @CWilliams70 So maybe there is a problem on how the HTML is built up in your external email. This might be consider as spam for HubSpot. ...read more
Solved
Sophiep1 on February 20, 2024
I've had to switch over to the (new) outlook app, and emails are not tracking. I've made sure I downloaded the correct plugin that is running in my outlook I can see that but it just doesn't populate with the BCC tracking address and I can't fig read more
0 upvote
3 Replies
Accepted Solution
Hall of Famer | Partner
February 20, 2024 05:01
@Sophiep1 did you follow these steps? https://knowledge.hubspot.com/connected-email/how-to-install-hubspot-sales#install-the-add-in-individually ...read more
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