I tried several times to synchronize my contacts Hubspot with my Outlook Database, but columns aren't fit. For example, the column "category" which appears in hubspot is not detected in Outlook.
Is there a way to log a meeting that is already on my Outlook calendar into HubSpot or a way when I'm creating an Outlook Calendar Invitation to log that into HubSpot? Thank you!
For contacts that are no longer with the company, we have a property with "Yes" and "No" that can be checked. I am looking for an efficient way update information in HubSpot after marketing email sends. Our industry has a lot of turnover, so aft read more
I received an email from my coworker that I then forwarded to contacts and attached the BCC Hubspot email to this new email, as I wanted to create new contacts for the contacts I forwarded the email to. Hubspot did not create the new contacts. read more
Hi @EJoyce2 ,
HubSpot attaches the forwarded email to the record of the contact that is the sender of the email you're forwarding . The BCC...read more
Using 365 outlook hubspot sales addin on outlook webapp (not desktop) and the contact detail ('view contact') is not showing any detail for the contact of the email that is selected in outlook. Anyone else having this problem? My colleague is also h read more
@JonDobson Hey Jon! I just tested on my own o365 web version and had no issues. If you and your colleague are both experiencing it then it is like...read more
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 read more
So I sent emails from my Outlook for Mac with Hubspot add-in as shown below: However, when I checked the individual contact page on Hubspot, it showed that the emails were logged but not tracked: But I did ticked the "Trac read more
Hi there! When I go to add a contact to HubSpot from my Outlook extension, it isn't taking the information from the contacts signature to automatically populate the contact fields. Is there a simple fix in the settings for this?
Thanks @Josh your response led me to find this page which solved everything: https://knowledge.hubspot.com/connected-email/automatically-populate-...read more
I have contractors who do a lot of little jobs. I want the ability to keep track of these jobs even after they are complete. We are the first contact on a constrtuction project and these jobs need to be active through a long 1-2 year lifecycle. Ca read more
I would love to see this deals filter (see photo 1), right next to the DEALS section on a contact page: This way I can only show the deals that are ...read more
Has HubSpot created a solution to Outlook Add-In automatically creating contacts and leads for every email recipient for all outgoing emails? It appears the only options are to check/un-check the "Log Email," checkbox in settings and/or check/u read more
Thanks for the reply. I've checked out the ideas thread and contributed there, I appreciate the suggestion. Bummer that O365 users don't get the sa...read more
When I open a message that has multiple recipients, the Hubspot sidebar only seems to check/verify 1 of the email address/contacts in the email. How do you force it to check each and every address in that email?
Hi @JUMAcomms ,
I don't think that's possible. The sidebar is designed to work with 1-to-1 emails sent through Outlook and HubSpot will only ...read more
I just set up our live chat box on our website and i tested a couple of times with test leads. The conversations are not saved under the inbox on hubspot or being sent to my email address. I've checked my spam and remove all the possible hubspot ema read more
Hi ADTeam Are you a member of the team that has access to the Conversations Inbox? I've had "challenges" with client setups because I wasn't ...read more