HubSpot Ideas

Rianne

Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

Within our organization we use Microsoft Teams for all meetings. When people book a meeting through the Meeting tool with someone, we now have to manually send out an additional Microsoft Teams meeting. We would like to these meeting tool invites to already be Microsoft Teams invites. I know this is possible since Hubspot does exactly this within their own organization, except with Zoom.

 

It would really make a big difference to us if this were possible.

 

**Moderator Edit**

This issue has been merged with Marialll2694's post titled: Automatic Microsoft Teams Invite Link to be sent when meeting is scheduled. All comments and kudos have been combined here.

 

Marialll2694

When you scheudle a meeting through hubspot it should be integrated with Microsoft Teams in a way that it creates the invite with the conference link. Currently you have to send another invite with the link.

 

We were considering purchasing HubSpot and this integration threw a wrench in the whole deal. With COVID 19 we are all having to work remote and we use Microsoft Teams (along with 75 million users) because it's part of our corporate suite. Not having this integration is detrimental to a seamless & delightful experience with our clients.

 

Part of the "magic" with HubSpot is that something like this doesn't happen. I was even more surprised to see that both the Google and Zoom integrations have been done.

402 Replies
paulopes
Participant

Hello, We would like to use the beta version too.

Best,

Paulo

pcattoire
Member

Count us in!  👍

poconnell
HubSpot Product Team

Hi all

For anyone that would like to join the beta for this integration, feel free to opt-in via this form - https://forms.gle/7pBA2et2oXuRv5nj6

As soon as we are ready to begin, beta participants will recieve an email with details on how to get started. 

Thanks 

Patrice

jamesnicolson
Member

Hi @poconnell is there any update on the trial?

dbaty7
Member

Yes, I am really hoping this feature gets the general release on December 1. This would be very helpful to me and my organization. @poconnell 

 

 

DanielleROTL
Participant | Diamond Partner

it looks like this should be available now, anyone found how to access/use it in Beta? Do we need to integrate with the teams notifications app? 

NationalInt
Member

DanielleROTL we are signed up for the Teams Beat and did not see it as an option 5 minutes ago.

DanielleROTL
Participant | Diamond Partner
NationalInt
Member

@DanielleROTL  thank you!! missed that email.  Is working fine now!

DanielleROTL
Participant | Diamond Partner

@NationalInt oh did you get an email with a link on how to do this? i actually still haven't managed it! i can't see the email that the ariticle is referring too?

Aaron_YONA
Member

we just started with hubspot and we really need this feature. Please give us an update, otherwise we need to find another tool, which can integrate MS teams.

JamieJ98
Participant

This is a must!

larsorhoj3
Member

I have not received the invitation email. I did sign up for the beta several months ago. 😉

JamieJ98
Participant

I would like to be a part of the beta we use teams every day for hundreds of meetings

CapstoneITS
Member

Likewise, our company would like to take part in the beta. This feature must be prioritized! 

CBN
Contributor

A quick update on my experiences on the Teams beta.

 

  • The integration works without any setup or configuration issues
  • You need to update all existing meetings to use Teams as the link to send out
  • HubSpot runs into the same issues I and many other users have noted about complete inconsistency in text vs. html formatting in the appointment coming out
  • The meeting are scheduled as regular Outlook Teams meetings
  • The meeting is NOT created as a Teams meeting so you cannot open the link from Teams, but only from the Outlook appointment
  • The existing integration with confirmation mails to the recipient and you works as today
  • When you add your personal meeting directly in an mail in Inbox, then Teams link was missing

 

I have also suggested some feature improvements and new features for the integration.

poconnell
HubSpot Product Team

Hi All

 

Thanks for your continued interest in the Microsoft Teams Integration by HubSpot. 

 

We are currently working through feedback shared by our early beta testers. We plan to extend this integration to more beta tester in Q1 2020. 

 

I will keep this channel updated on progress and let you know when we are ready to take on more beta testers.

I know alot of you who are eager to get involved and we look forward to sharing this with you soon. 

Thanks for your patience as we work through our development. 

 

Regards

Patrice

poconnell
HubSpot Product Team

Hi All

 

Thanks for your continued interest in the Microsoft Teams Integration by HubSpot. 

 

We are currently working through feedback shared by our early beta testers. We plan to extend this integration to more beta tester in Q1 2020. 

 

I will keep this channel updated on progress and let you know when we are ready to take on more beta testers.

I know alot of you who are eager to get involved and we look forward to sharing this with you soon. 

Thanks for your patience as we work through our development. 

 

Regards

Patrice

poconnell
HubSpot Product Team

Hi All

 

Thanks for your continued interest in the Microsoft Teams Integration by HubSpot. 

 

We are currently working through feedback shared by our early beta testers. We plan to extend this integration to more beta tester in Q1 2020. 

 

I will keep this channel updated on progress and let you know when we are ready to take on more beta testers.

I know alot of you who are eager to get involved and we look forward to sharing this with you soon. 

Thanks for your patience as we work through our development. 

 

Regards

Patrice

QuillSecurity
Participant

I would like to make sure that I can be included on future beta testing ASAP.  This is a major automation gap when it comes to generating meetings.