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
pianam
Participant

Yeah I am frustrated this has taken awhile too, but thought any news was better than no news 

poconnell
HubSpot Product Team

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

poconnell
HubSpot Product Team
 
bzumwalt
Member

Yay! I just signed up. Thanks @poconnell !

andbek
Member

Nice one! 👍

joostbijl
Member

Great to have this in beta now. I did sign up for the beta using the provided Google form but have not heard back.

 

I also saw that the mdoule is now available in the Marketplace, but i could not find it there unfortunately: https://www.linkedin.com/feed/update/urn:li:activity:6891730802338533376/.

 

What's the best way to move forward here? I'd really love to use teams links in the 'calendly' feature.

joostbijl
Member

Allright, the direct link to the app is https://ecosystem.hubspot.com/marketplace/apps/sales/sales-enablement/microsoft-teams-221635.

 

Quick check: it mentions all sorts of integrations, but not the one where you can add Teams links to "Sales > Meetings". Is that correct? That would be a shame, because that is (for me) the single most important feature of Teams integrations.

klebel
Member

You can have it autocreate a Teams link for meetings, but the other super important feature that is missing, that I asked for from the start is the webinar data.   Zoom webinars are extremely expensive for what you get and Teams webinars are a free feature as part of your subscription.  Not being able to pull in all the data from webinar leads directly into Hubspot like they allow with Zoom is a massive miss.  What am I supposed to do when I have 200-1500 webinar attendees?  Do everything manually?

HVandecruys
Member

Jup same here, also one of the most important needs. 

BLaRosa
Contributor

I've been critical here but now after implementing the Beta this is a great version 1 effort. 

 

Keep it up!  Let's get the enhanced features people have been after available in a rapid cadence of releases!

 

annis
Participant

@joostbijl have you been able to install it by following that link? I keep getting an error when trying to connect my microsoft account during the limited installation.

nicolaichr
Member

@annis you still need to be enrolled in the beta. I was running into the same error and contacted support.

They identified that I wasn't part of the beta and requested for me to be enrolled. Waiting on that now, and expecting the limited install to run smoothly after 🙂

annis
Participant

@nicolaichr ah ok, that explains 🙂 I've already filled the beta request form but thought that it's already possible to install it directly from the app store. Thanks!

HVandecruys
Member

QUESTION: Do all users that wish to use the teams/meeting integration need to be registered for the Beta? Or only me as CRM manager to install and link HS to Teams and afterwards everyone is permitted to use/test it?

kb3
Participant | Partner
Participant | Partner
Anyone else having super-low open rates (but when you look at open rates by recipient companies – some company open rates are okay, but others are 0 across several hundred recipients)?? This started happening about 4 months ago and I wonder if it has anything to do with my Teams Beta???
WHEN I LAUNCH A COMPARISON EMAIL BLAST IN CONSTANT CONTACT, THE OPEN RATE IS FINE….
Please check your open rates by company for similar trends. Let me know.



TRAMA
Member

Votes for webinar integration!

Scotteeboy
Member

It's great that this is finally moving forward. We are testing the beta. One immediate piece of feedback I have is that the meetings, when sent out, say that they are being held in "SSkype for Business (dial in or web)" instead of "Microsoft Teams". Skype for Business is a retired product. Hopefully you can update this so it states that the meeting will be held in Microsoft Teams.

SKluge
Contributor

I set up the limited BETA from the hubspot market place and am not noticing the 1 feature that we really wanted:  Hubspot meeting link automatically adding a teams meeting link in the calendar event upon client booking.

Is this something that is only in the Full BETA or just missing all together?

If anyone has any advice/feedback here that would be great!

Thanks

EDIT****
This feature works great!  All of our meeting links (through hubspot) are scheduling a calendar invite with a teams link automatically included.


Hazaaa!!

Skatoaster
Member
This is the same, must-have feature we are waiting for. We need this ASAP
BLaRosa
Contributor

@poconnell - loving the Teams integration!

This is a feature needed to really enhance the value of the Teams integration.

The ability to create a channel is awesome but you really need to be able to dynamically select the Team it is being created in.

The business case is we have a Team for every customer (named after the customer company).  We have a channel for each Deal we win.  We want to be able to create the Channel in the right team but cannot do this in a workflow as there is no ability to apply a token value (i.e. Deal Company name) to the Team name.

This would be a massive win for us in terms of productivity.