Email Integration - Office 365 vs. Outlook Add-inSOLVE
Jun 28, 2018 7:18 PM
I recently enabled the email integration for Office 365 and downloaded the add-in for Office 365, but I'm not seeing my emails logged in HubSpot. I have several accounts set up in my Outlook application, each with its own Office 365 account. I logged into each account separately and I'm sure the add-in downloaded correctly for each one. I'm wondering, though, if the fact that I don't use the online interface to send email is the reason why the emails aren't showing up. Support told me to download the Office 365 one, but since I use my Office 365 account through the actual Outlook desktop application, do I need to download the add-in for Outlook instead?
Solved! Go to Solution.
Jul 27, 2018 5:41 AM
Hi @carlyejowens I wanted to clarify a few things r.e. which add-in to use.
Firstly, please review the matrix below to ensure you've selected the right add-in. Click one of the add-ins for installation information.
|Email host||Office 365||Any|
|Preferred email client||Outlook on the web Outlook.com
Outlook for Mac
|Operating system||Mac, PC||PC only|
|Requires connected inbox||Yes||No*|
Besides the email environment and operating system requirements in the matrix above, the main differences between the Outlook desktop add-in and Office 365 add-in are the contact profiles sidebar menu and the need for a connected inbox.
- The desktop add-in does not require a connected inbox (although using some of the HubSpot Sales features require a connected inbox), and the contact profiles sidebar is persistent, meaning it will always be open.
- The Office 365 add-in requires a connected inbox. Additionally, the contact profiles sidebar is not persistent; it needs to be opened manually.
If your email environment is more aligned with the Office 365 add-in requirements above, the Office 365 add-in is recommended.
Please, can you review the setup information below and confirm which add-ins you are using and when: