Outlook Sales Extension

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sjudson en Diciembre 04, 2023
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 Leer más
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0 Respuestas
JonAnd en Noviembre 13, 2024
Hi, Plugin to Outlook Desktop fails over and over - and I guess you are moving forward to New Outlook. I got the App connected to New Outlook and can Create contact, track email and Log. But option to connect mail to a Deal do not exist. Ques Leer más
0 Me gusta
1 Respuestas
Administrador de la comunidad
Noviembre 13, 2024 16:47
Hey @JonAnd , thank you for reaching out! Currently, the New Outlook version doesn’t support connecting emails to deals in HubSpot, so this ...Leer más
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SaraRuiz87 en Noviembre 06, 2024
Hello, I have a client that can´t finish well integration with outlook for Mac. Her version of Outlook is 16.90.2 The problem is that when trying to send an email from hubspot, it doesnt work. The emails does not get launched. Do you know how Leer más
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4 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Noviembre 11, 2024 05:40
Hey @SaraRuiz87 yes once your email is connected you can send emails from this address through the contact record within HubSpot and it will be log...Leer más
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DCampbell35 en Noviembre 06, 2024
I am trying to install the hub spot add in to Outlook on my Mac. The install seems to happen but there is now Hubspot icon appearing on my tool bar. I have 365 business but believe that my outlook is a MSI install. Do I need click to run install - I Leer más
1 Me gusta
2 Respuestas
Solución Aceptada
Líder intelectual | Partner nivel Platinum
Noviembre 06, 2024 11:57
Hey @DCampbell35 HubSpot's desktop add-in doesn't support mac. You need to install the office 365 add-in on your office 365 account, there's a bit ...Leer más
CThiele en Noviembre 05, 2024
Hello, Currently, we are trying to implement the Coefficient Add-In to connect HubSpot with Excel. In the past, we exported all the data directly from HubSpot, and it worked as intended. Now, we want to use Coefficient to automate this process. Unf Leer más
0 Me gusta
2 Respuestas
Miembro
Noviembre 08, 2024 19:47
Just adding this integratiion to our stack now. Had a minor issue and their internal support chat was very helpful and fast. Have you reached out?
DAngeletti en Noviembre 04, 2024
I've noticed I'm receiving alerts when someone opens an email I sent them from my personal email account, despite NOT registering my personal email address in HubSpot. Any easy cures out there?
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1 Respuestas
Administrador de la comunidad
Noviembre 05, 2024 05:10
Hi @DAngeletti and welcome, we are delighted to have you here! Thanks for asking the Community! I understand that you don't want to track all e...Leer más
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DarrenSimons en Octubre 31, 2024
We are running into an issue with two factor authentication for our Hubspot Outlook add-in and I wondered if anyone else has seen similar, or has some suggested workarounds. Our corporate setup is to use Okta 2FA and I have been able to set this Leer más
Solución Aceptada
Participante
Octubre 31, 2024 18:35
Thanks @PamCotton . I have found another workaround which partly works, which is to to force Microsoft logon on signing in. This seems to work for...Leer más
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ANikolic2 en Octubre 29, 2024
Hello HubSpot Community, Recently, our company made a transition from Gmail to Outlook. It was not ideal, but for various reasons, we had to do it. Anyway, since the transition, we have had various problems with the HubSpot extension. Just to m Leer más
Solución Aceptada
Asesor destacado
Octubre 30, 2024 03:59
Hi @ANikolic2 Totallz understand the frustration but would lay the blame here squarely at MSFT, see this article : Frank
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DTolstokoryi en Octubre 28, 2024
Hey HubSpot community, some of the emails that are logged into Hubspot via the Outlook extension are duplicated as in the screenshot below. What could be a problem and how is it possible to resolve it?
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2 Respuestas
Solución Aceptada
Asesor destacado
Octubre 28, 2024 07:38
Hi @DTolstokoryi Where exactly have you taken that screenshot in the HubSpot portal - the contact record, the company record, the activity f...Leer más
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AParnham en Octubre 26, 2024
Hi All, I’m having an issue installing the HubSpot Sales Add-on for Outlook and am receiving the following error. Has anyone encountered this issue before? I'm using a MacBook, although I don’t think that should affect the installation. T Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Administrador de la comunidad
Octubre 28, 2024 09:44
Hi @AParnham , Thanks for reaching out to the Community! The HubSpot Sales Outlook desktop add-in does not support Outlook for Mac. Yo...Leer más
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CAndresen en Octubre 25, 2024
Hi, I would love it if is was possible to automatically sync recurring meetings fra Outlook / Gmail Extension to HubSpot. There are a lot of meetings with customers that is recurring, and its not optimal that they are not synced to HubSpot if th Leer más
1 Me gusta
1 Respuestas
Solución Aceptada
Miembro del salón de la fama | Partner
Octubre 25, 2024 05:47
Hi @CAndresen , This is unfortunately not possible at this stage. However, other users have requested this before: https://community.hubspot....Leer más
Jon_Buoy en Octubre 21, 2024
I have tried customizing the record customization for the entire account, as well as customizing the properties of the About This Contact card on just my contact view page. Nothing I do changes what the fields that I see when I go to the HubSpot Sal Leer más
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2 Respuestas
Miembro
Octubre 22, 2024 09:21
Thanks for the suggestion, however this doesn't work, either. The default view has the About This Contact (default) card at the top, and this card,...Leer más
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icmcg en Octubre 19, 2024
I run the HubSpot extension for Outlook on Windows 11 Pro. It works fine, apart from always starting with an 'Updating Office customization' dialog box, and requiring me to log-in every time I close and re-open Outlook (and not just after, for examp Leer más
0 Me gusta
1 Respuestas
Solución Aceptada
Asesor destacado | Partner nivel Elite
Octubre 20, 2024 03:16
Hi @icmcg , Yeah, I’ve actually run into similar issues before with HubSpot’s integration with Microsoft Office tools—it’s always been a bit ...Leer más
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