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
AnoukF-C
Member

This is almost a requirement for us now - we use teams for all our meetings and not being able to put in a teams link is becoming a real headache. How has this not been done yet?

banderson
Member

Yes, this is absolutely necessary. 

pinupprop
Member

was told not in the next quarter. and i see in the thread that it also wasnt in the last quarter. this is absolutely essential. come on hubspot! 

Marialll2694
Participant

Thank you for getting this feature into the "planning" stage. I was very happy to see HubSpot taking charge 🙂 

yves_kext
Participant

Fully agree with mohammada. Having to send an invite from hubspot, then updating it from Outlook makes the client (and worse: prospective client) have to accept the meeting twice. This is annoying and we decided NOT to use hubspot's meeting functionality at all (not even scheduling a meeting from Hubspot, but only logging it as a future meeting).

 

It's a pity that there is no way to integrate MS TEAMS

LauraAllen
Member

We have the same use case. 

benesch_e
Contributor

My company uses MS Teams, I don't get the option to use the Zoom meeting link.  Would love to know the time frame HS plans to develope this.

darshakparmar
Participant

I think if HubSpot wants to align themselves better to large enterprises, these are the kind of features they need to focus on. Large organizations do not use Zoom. Most of the large organizations are Microsoft shops. Considering HubSpot already has integration with office 365, I wonder what stops them from integrating with MS Teams Meeting? This will be super useful considering the adoption of MS Teams after COVID. 

MHulzebosch
Member

Or Google meet would be great too. Maybe you could choose which option you prefer.

carrieL
Member

I agree! It would be so incredible to be able to connect and auto-schedule a Microsoft Teams meeting link/dial-in when someone books a meeting with me. For now, I've required their phone number and included a note that I'll simply call them at the number provided. So far that seems to work, but if they wanted to add others to the meeting then that becomes problematic. Please, please add this to your development for the near future!!

DesW
Member

Same here, just came on board and we use Teams.  I only use Zoom about three times a year.

finchi123
Participant

THIS IS AN ABSOLUTE NECESSITY 

rmitchell1
Contributor

Definetely need this! Without it, you've created a monopoly for Zoom, which is one of the worst companies I've ever worked with.  Not having an integration like this stops us from using GoToMeeting and MicrosoftTeams - two things we already have.  Not having an integration just pushes us away from HubSpot, not towards Zoom.

poconnell
HubSpot Product Team

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

poconnell
HubSpot Product Team

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

poconnell
HubSpot Product Team

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

marksmithvr
Member

Any update on Microsoft Teams integrated with HubSpot for meetings? We are moving off of Zoom to Teams, and would like to keep HubSpot Sales/Service but if they can not integrate with Microsoft, maybe it is time to abandon HubSpot? Anyone else use a calendar scheduler with Teams and not use HubSpot?

Project2020
Member

We use Microsoft Teams within our organization. This is a must for us! Please bring this integration to HubSpot.

GarethMurphy
Member

Hi, while hubspot are working on this thought I'd repost my workaround in case anyone hasn't seen my earlier post. It basically gives you the ability to automatically include a working (but static) Teams meeting invite hyperlink in your hubspot meeting invite template.

This means you don't need to go and add a teams invite later once the meeting is booked, its already in the invite that hubspot sends out once someone uses a meetings link to book a meeting with you.

 

This is the workaround:

 

First of all create a teams meeting invite in the usual way (for me, I create a meeting in my outlook calendar, and then use the teams button to convert it to a teams meeting). This creates a team hyperlink below "Join Microsoft Teams Meeting" in blue underlined text.

Then right click on this hyperlink and click copy hyperlink.

 

You can then cut and paste this hyperlink into the 'invite description' within Hubspot and because it is a normal hyperlink it is recognised as such within the meeting invite, and can be clicked on to access the teams meeting, just like the "Join Microsoft Teams Meeting" button normally does.

The hyperlink is quite long and ugly however. So another thing you can do to improve on this is to go to tinyurl.com, where you can cut and paste the overly long offending hyperlink above into tinyurl and it will generate a permanent and much smaller ("tiny") URL that does the same job as the much longer one!

 

There may be a small downside to this: normally every teams meeting you create has a unique virtual meeting room to avoid the potential for people from your next meeting accidentally joining a previous and overrunning meeting that is nothing to do with them. Using the above methods means all your meetings will have the same teams address. But if you have the feature switched on where you have to manually admit people into your teams meeting from the lobby, then the potential for people to join the wrong (overrunning) meeting should be limited.

RetailUnity
Member

Hi @GarethMurphy ,

 

Thank you for the elaborate description. A similar solution was proposed before. For some this might be OK. But if for any reason you are for instance sharing files in a meeting these files are available for everyone else that got the invite earlier as well. It can be quite risky to do this.

 

I had this the other way around. After the call I wanted to review some notes in the chat. I opened the same link as before and I was able to read the full internal chat conversation of our potential client, stating that they liked the product, etc. etc etc. 😂😅.

 

Regards,

 

Peter