topic Re: Can we sync edits of contacts between hubspot and outlook? in Outlook Sales Extension

Can we sync edits of contacts between hubspot and outlook?

ex — Fri, 28 Apr 2017 21:18:00 GMT

Can we have it so that any edits made or new contacts added to outlook are synced to hubspot contacts and vice versa? Or everytime i add a new contact to Outlook i need to manually add the same to Hubspot since the only other option i see is creating another CSV import of thousands of the same contacts which will probably override features such as lead and sales cycle, etc..

I'm using Outlook 2010.

Please let me know, thanks!

Re: Can we sync edits of contacts between hubspot and outlook?

jennysowyrda — Thu, 11 May 2017 15:38:59 GMT

Hi @ex,

Thanks for the question!

It is not currently possible to have an ongoing sync for contacts in HubSpot and Outlook. The Outlook extension can be used to add new contacts into HubSpot (or update their information in HubSpot), but it will not update the information in your Outlook address book.

If this is something you would like to see implemented in the future, you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas.

Thank you,

Jenny

Re: Can we sync edits of contacts between hubspot and outlook?

Maya — Fri, 20 Oct 2017 13:57:37 GMT

I was still a little confused by the response from Hubpsot. Could someone please clarify:

1. If I update Outlook contacts will it update Hubspot contacts?

2. If I update Hubspot contacts will it update Outlook contacts?

Thanks,

Somaya

Re: Can we sync edits of contacts between hubspot and outlook?

jennysowyrda — Mon, 23 Oct 2017 14:26:17 GMT

Hi @Maya,

HubSpot and Outlook will not sync contact updates. If you update a contact's information in the HubSpot sidebar within the Outlook extension, then the information will update within HubSpot, however that will not update the information in your address book within Outlook.

Thanks,

Jenny

Re: Can we sync edits of contacts between hubspot and outlook?

Maya — Mon, 23 Oct 2017 14:28:57 GMT

ok, thanks Jenny! 🙂

Re: Can we sync edits of contacts between hubspot and outlook?

AP-123 — Sun, 04 Mar 2018 19:10:55 GMT

Hello @jennysowyrda,

From your response, it appears that synchronization works one way: from outlook to Hubspot. Is this correct?

What about if you delete or modify a contact in outlook: will it synchronize or do you need to double entry? If the latter any suggested workarounds?

thank you,

Re: Can we sync edits of contacts between hubspot and outlook?

jennysowyrda — Mon, 05 Mar 2018 22:36:18 GMT

Hi @AP-123,

Any changes you make to the contact record in the HubSpot extension within Outlook will be reflected in your CRM.

Re: Can we sync edits of contacts between hubspot and outlook?

AP-123 — Mon, 05 Mar 2018 22:59:27 GMT

Hi @jennysowyrda,

Thanks for the prompt reply. Just to be clear (now that I am and potentially for others) 🙂

You still have to maintain two data sets (one in outlook and the other in HubSpot).

When you change a contact record in the Outlook Extension you are only changing it in Hubspot.

I'm just beginning my Hubspot journey from many years of power Outlook use. Perhaps I will find other ways or get more comfortable.

Thanks again,
Adam

Re: Can we sync edits of contacts between hubspot and outlook?

jennysowyrda — Tue, 06 Mar 2018 13:54:45 GMT

Hi @AP-123,

Correct. Aside from the HubSpot extension, there is no sync between your contacts in Outlook and HubSpot.

Hope that clarifies!

Re: Can we sync edits of contacts between hubspot and outlook?

FSS-DGA — Wed, 04 Apr 2018 16:39:02 GMT

This is absolutely vital. Not having it increases steps and leaves room for records to not be updated in a timely or correct manner.

Re: Can we sync edits of contacts between hubspot and outlook?

FSS-DGA — Wed, 04 Apr 2018 16:40:18 GMT

Problem! Problem! Problem!

This causes issues of possibly non-updated info for contact/companies.

Re: Can we sync edits of contacts between hubspot and outlook?

FSS-DGA — Wed, 04 Apr 2018 16:43:07 GMT

I am sorry to say it, but this is one of those "problems" that cause users to want to switch to another platform. I like Hubspot - A lot! However, I am now worried about what other little landmines are hiding just waiting for me to step on.

Re: Can we sync edits of contacts between hubspot and outlook?

jennysowyrda — Fri, 06 Apr 2018 15:20:12 GMT

HI @FSS-DGA

If this is something you would like to see implemented in the future, please vote for this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Exhange-Outlook-integration-for-contacts-and-calendar/idi-p/10941

Re: Can we sync edits of contacts between hubspot and outlook?

AleInZac — Thu, 09 Aug 2018 08:33:01 GMT

Hello,

I have noticed that the Outlook extension only considers email addresses that are cc'd to my emails, not main recipients. And I cannot scroll down or up.

Is there a way to better use the extension?

It's already double-work to keep two datasets (one in Outlook and one in Hubspot) but if only cc'd contacts can be uploaded onto Hubspot, Hubspot becomes completely useless.

I hope there's a solution for this.

Thanks for your help,

Ale

Re: Can we sync edits of contacts between hubspot and outlook?

SMK2362 — Thu, 15 Nov 2018 16:58:12 GMT

I agree with the original request. This is a feature that's included with every other CRM I have looked at and it would be a BIG benefit. Of course, I think you would need the option to select which contacts - or group of contacts sync with outlook. I would not want every contact in my HS database to sync.

Re: Can we sync edits of contacts between hubspot and outlook?

BobG — Wed, 05 Dec 2018 01:54:33 GMT

HubSpot really needs to get this feature working.

Re: Can we sync edits of contacts between hubspot and outlook?

AP-123 — Mon, 08 Jul 2019 20:53:00 GMT

Any updates on this?

Re: Can we sync edits of contacts between hubspot and outlook?

JeremyF — Thu, 13 Feb 2020 08:59:11 GMT

Piesync is doing the job

Re: Can we sync edits of contacts between hubspot and outlook?

bennewman — Wed, 17 Jun 2020 13:50:42 GMT

Has this changed since the 2017 post? Is this possible now?

Re: Can we sync edits of contacts between hubspot and outlook?

kylet — Thu, 18 Jun 2020 18:53:34 GMT

Any updates on this? Or is piesync the only way?