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
Rianne
Member

@JamieJ98 if you don't know who your Hubspot rep is I suggest contacting Hubspot support and asking them. They should know, or be able to connect you with one. Cheers.

nspmarketing
Participant

With a large move to Microsoft's O365 cloud, we are finding most of our customers want to collaborate via Teams, so I give a huge up-vote to this request.

AStrulson
Member

Please include me on the BETA.  This is MUST HAVE ASAP.  

HVandecruys
Member

Would LOVE to be included in the beta too! Need this integration ASAP for our Sales team

Oliviaiam
Member

Please add us to the beta. We would like the option to integrate as much of Teams as possible. We are trying to make HubSpot our "single source of truth". Thanks.

JohanNilsson
Member

Please add us to the beta program, we need it!

PKirk
Member

Super idea. Would be a massive help.

OFederl
Member

Please add us to the beta, we really need this.

teamgi
Participant | Diamond Partner

I would like to be added to this Beta as well.

GenevieveH
Member

Hey @poconnell - sounds like you have a lot of interest from the thread in being a part of the Beta group.  I'm with a SaaS org, so I appreciate a healthy product-community dialog.  If you can provision out one more user into the beta group, I'd love to get in early on this and am happy to help test out the various use cases.  Cheers!

giuliastradoni
Member | Diamond Partner

This integration is very important for Sales Teams, I would like to participate in the Beta program.

LBenedict
Member

just searched for the solution and found this thread. Would certainly help streamline the communication!

nspmarketing
Participant

Please include us in the beta 🙂

Edyta7510
Contributeur de premier rang

Hi @poconnell

 

Do you have any news about the beta version? 

When do you plan to roll this functionality to all users? 

Many thanks

 

LBrockhaus
Member

Really need this as well. Please add us to the Beta. Can you give any updates on this? 

JackRichards
Member

Yes - we also need this.

HubSpot Product Team - I note you say this is in development - do you have an ETA on this? 

Bkatta
Member

Upvote to this Idea,

As most of the organizations have Migrated to OFFICE 365 , and are already using Teams. It would be great to have this.

Also we are based out of China And zoom is baned  . So we are having Hardtime with scheduling meetings.

 

 

 

poconnell
HubSpot Product Team
 
JJW8071
Member

Sign my organization up for the Microsoft Teams integration Beta please.  

Rueburn
Member

I would like to see this too. Company on M365 and we use teams for meeting. I agreed it's a hassle sending a new teams link to customers and prospects to re-approve to meet.