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.

HubSpot Updates
Delivered
April 05, 2022 07:17 AM

Hi All 

 

The MicroSoft Teams integration from HubSpot is live and available to all users in our HubSpot Marketplace - here is the direct link : https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/microsoft-teams-221635

 

At this time, this integration includes the following features: 

  • ability to create a MicroSoft Teams meeting link 
  • send notifications to MicroSoft Teams channels
  • enable HubSpot workflows actions for MicroSoft Teams to: (1) create a Teams channel, and (2) send a notifications to Teams channel 

We plan to continue adding more features to this integration, and will keep you updated when they become available.  

 

Thanks for all your feedback shared so far - please continue to share more feedback in this thread or via our feedback form

 

Thanks

Patrice

 

In Beta
January 20, 2022 12:41 PM

Idea Submitted
January 20, 2022 12:40 PM

Hi All 

 

We know it has been a long and frustrating wait for many of you, and we apologize for that. 

 

Our aim is always to bring you our new integrations in a timely manner, but unfortunately we ran into many challenges along our path with MicroSoft Teams integration. We value your insight on the solutions that you would like us to bring to you, and we will endeavor to do better going forward. 

 

With that said, we are now opening this integration up to more customers - if you are interested in using our MicroSoft Teams integration, please submit this form, and we will share this integration with you in February.  

 

At this time, this integration will include the following features: 

  • ability to create a MicroSoft Teams meeting link 
  • send notifications to MicroSoft Teams channels
  • enable HubSpot workflows actions for MicroSoft Teams to: (1) create a Teams channel, and (2) send a notifications to Teams channel 

We plan to continue adding more features to this integration, and will keep you updated when they become available.  

 

Thanks again for your patience. 

 

Regards

Patrice

In Beta
November 19, 2021 10:40 AM

Hi All 

 

Thanks for your patience, and continued interest in HubSpots MicroSoft Teams integration. 

We know this has been very slow moving and we apologize for the ongoing delay in getting this integration to you. 

We have continued to run into a number of bugs and process issues that have caused significant delay on our progress working with MicroSoft to bring this integration to you. 

We are still working through some of these issues with MicroSoft, and will keep you updated on our progress here. 

 

Thanks you

Patrice

In Beta
September 30, 2021 11:29 AM

Hi All 

 

Apologies for the lack of update since last month. 

We are still a few weeks away from releasing this integration. 

We know that progress with this integration has been slow, and appreciate your frustration. 

We are doing our best to bring this to you as soon as possible.

 

Thanks 

Patrice

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
August 23, 2021 10:40 AM

Hi All 

 

I appreciate your frustration, and can only appologies for the slow of progress here. 

We have been experiencing some issues with getting this integration to launch, as we have run into some process related bugs between our system and MicroSofts - we are working closely with Microsoft to resolve this. 

My sincere apologies for the continued delay with getting this integration to you - I will keep this thread updated on our progress.

 

Thanks 

Patrice

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
August 10, 2021 05:51 AM

Hi All 

 

Thanks for your patience, and continued interest in our MicroSoft Team's integration. 

Apologies for the delay in getting this integration to you - we are working with MicroSoft to get some final approvals in place to launch. 

We are planning to roll out the integration soon and I will update this thread when we have confirmed our launch date. 

 

Thanks 

Patrice

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
May 18, 2021 01:46 PM

Hi All, 

 

Thanks for your continued interest in our Microsoft Teams integration. 

 

We will soon be opening up this integration to all users with the following features: 

  • Meeting link in Hubspot
  • Share Notifications from HubSpot to Teams
  • Workflow extensions (Pro/Ent only)
    • Create Teams channel in HS with trigger
    • Send notifications to Teams with trigger

We are planning to make this available within the coming weeks, as we are finalise some details before rollout.

I will update this thread as soon as our date is confirmed for this release, and share detail on how to start using this integration. 

 

Thanks again for your patience. 

 

Regards

Patrice

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
December 04, 2020 10:49 AM

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

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
December 04, 2020 10:44 AM

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

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
October 29, 2020 03:12 AM

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

October 22, 2020 02:40 AM

Hi All 

 

Thanks for your comments on Microsoft Teams integration with HubSpot. 

Our initial release of Microsoft Teams integration will include the meeting link feature. This will be in beta through Novemeber, before we release fully for all users. 

I will kepp this posted update, and also keep an eye on HubSpot product blog for announcements about this integration. 

 

Thanks 

Patrice 

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: In Beta
September 15, 2020 12:30 PM

Hi all, 

I am the Product Manger for Hubspot Strategic Integration. I'm happy to let you know that we are currently building an integration with Microsoft Teams. We plan to launch our first features later this year, which will include a meeting link within HubSpot and the ability to share notifications between HubSpot and Microsoft Team. In the coming months we also plan to start working on messaging conversations feature, among other features. 

Keep an eye out for our Product Blog updates on this integration. 

Thanks 

Patrice

Re: Allow for auto-Microsoft Teams invite upon booking meeting with Meeting Tool - changed to: Not Currently Planned
April 27, 2020 03:57 PM

Hi Communnity,

 

Thank you all for sharing your feedback!

 

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

 

Best,

Glen

402 Replies
mohammada
Participant

Would really love to have this. Its such an inconviniece to have to go back to the client and send them a separate link to join the online meeting. And most often clients have already approved their calendar invite and changing the invite (adding a Microsoft Teams meeting link) meens the client has to re-approve the meeting.

tleeth
Member

This is an awesome idea.  We use HubSpot for CRM in addition to Sales and are trying to migrate all of our processes in CRM through HubSpot but this is a stinking point to effectively manage meetings.  We are a company that has migrated to Office 365 for most that we do.

EmanuelK
Member

Hello, we have exactly the same use-case. An automatic integration from Microsoft Teams would be great, so when a meeting is booked, the link is automatically send as well.

paulopes
Participant

It's wonderful to have this here but at the same time sad that there are only 15 upvotes.
I believe this has potential for a lot more. I would say that 50% of HubSpot users have office tools and from those, 70% don't have zoom SW.

It seems that this topic is a bit hidden or not of interest to HubSpot product managers.

jovanpavicevic
Member

We would also very much like to have this feature and I would agree, really sad that only small number uf upvotes, I guess way more then 50% of users would use O365 and Teams.

 

DMTaylor
Participant

I agree this would be a fantastic integration to have. Feels unprofessional to have to send a follow-up invite to a Microsoft Teams meeting. Fingers crossed Hubspot create an integration.

RetailUnity
Member

This is indeed a thing we also need badly. We are new to Hubspot and really like the automation. But as almost all our clients are large corporations we always have to send them a separate Teams request. Often they can't even accept anything else due to company policies.

pacooke01
Participant

Same for us - this would be a game-changer for our Sales team, if they didn't have to waste time updating each and every calendar meeting to include a MS Teams link...

Ragunathan
Member

Its a great idea. Rather than following up with an invite in a separate email if we can get it within the reply it will be awesome.

brunobitter
Member

We would like to see this feature too. We are using Office365 but cannot move chatbot organised meetings (discovery calls) to Teams because of the lack of automation. Please do this Hubspot because Teams is a huge platform! 

JB-AMTech
Contributor

I agree - to have a teams meeting link built into HubSpot would be so beneficial to our business.

billosuch
Member

I agree.  Please ASAP since we are all doing remote BD work.

kb3
Participant | Partner
Participant | Partner

YESSS! Please do this!!

jblomhoej
Member

This suggestion gets my vote, too 🙂

mortenglarfeldt
Member

I upvote this as well!

PaulKemps
Participant | Diamond Partner

Upvote.

We worked with zoom up to a few weeks ago and it had a native integration with HubSpot, for example in the Meetingslink. Because Zoom is now under a magnifying glass, we have switched over to Microsoft Teams and I would like to add a Teams-link into the meetingslink.

glencornell
HubSpot Product Team

Hi Communnity,

 

Thank you all for sharing your feedback!

 

For transparency I am updating this issue to "Not Currently Planned" because we wont be able to get to this in the next quarter. 

 

Best,

Glen

AnthonyK1
Member

It's time wasting to search for that meeting  in your calendar and send and update to the customer with the Teams invite link.

Would love to see an integration with it as you do with Zoom. The experience for the client will be much better as well.

 

Thank you!

YouriV
Member

Upvoting this!

 

Would make setting up meetings much easier!

 

Thanks!

PA_loxxter
Member

Completely agree!!!

Definitely a must!