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
Austinmccown88
Member

Please make this a priority. 

machineLOGIC
Member

Please prioritize this request -- many of us are using Microsoft Teams and the lack of this functionality provides for a less-than-ideal end user experience. Thanks!

AaronBoatin
Contributor
This is the most logical enhancement to the Meetings tool. Please make this a priority, we'd love to use it!!
sarahbutlerNGIS
Member
Spoiler
This is so important for our whole organisation. It's great to be able to set up a meeting automatically with a prospect, but if we always have to go into our calendar and send Microsoft Teams video invites - that's a poor use of time. Surely this can be moved up the pile of development upgrades Hubspot!
AaronBoatin
Contributor
With 75 million Teams users, it's probably time for HubSpot to get this done. https://www.zdnet.com/article/microsoft-now-at-75-million-daily-active-teams-users-despite-supply-ch...
LeoCalandriello
Member

Indeed would be great to have this feature!

susanmsi
Participant

We would also like to book meetings thru MS Teams. Since it's on the back burner, it is possible for us to hire a developer to create the integration for us? 

GarethMurphy
Member

Hi everyone. I think I might have a workaround for this, as follows:

 

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 address 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.

JKS_PC
Member

We're just in the process of implementation and I'm really disappointed to hear this isn't a priority feature. We are heavily dependent upon Teams in our organization and I was really expecting to see a better level of integration with such a commonly used product.

AmyCorcoran
Member

Great idea! Please do this Hubspot!

LarivieraTech
Member

To add more detail to the workaround that @GarethMurphy mentioned. Then to get a permanent URL for MS Teams you can create a 2h meeting (in case most of your meetings are 30 min or 1h... so you will be covered) in a future date, mine is set up December 31st, 2030. So this URL won't expire within the next 10 years. I have already tried and it´s working great !!

LeoCalandriello
Member

Hey guys,

 

I was already generating and adding the Microsft Teams meeting link manually and it is a good workaround, but we really need to have it automated. Please Hubspot Team, put it in your backlog and release it for us, would be amazing to have it!

Trainor
Member

Yo, HubSpot. Would be a whole lot cooler if you you promoted this request to Currently Planned.

jimmy7padia
Member

This is must. It is USP of Hubspot to have meeting link as part of CRM. No other CRMs have it. Salesforce doesnt have it.

And teams/Office 365 is most popular meeting software and will continue to be popular

 

Hubspot delaying this critical feature is just harasshing its own customers

 

Do a stat, how many of your currents users use office 365 for calendar sync and decide the priority of this issue!

 

GabrielaM
Member

This really needs to be more of a priority feature, especially for the sake of larger enterprise users who are more likely to be tied to Teams for conferencing. We certainly are, and this not being a feature makes it difficult to use more of Hubspot's capabilities. 

Steuart
Member

I need this as well

Eckhaus
Member

Hubspot team - what do you need to prioritize this ? More people voting or complaining ? Just trying to understand the decision process to not work on this or even plan it 

charlie00tj
Participant

I think it is irresponsible to have this integration as "Not Planned". In today's environment, of havign to work from home. The ONLY way for me to talk to customers is via phone and video. Zoom is not allowed to be used by the majority of my customers because of their security issue. Microsoft Teams is quickly becmong more and more popular. Our organization has moved to Microsoft Teams. I'm surprised an integration does not already exist given the level of integration currently available between Hubspot and Office 365. 

 

It is obvious that the community of Hubspot users feels the same way.

hystrix
Member

I am also 100% behind this. We use Calendly with Zoom but this is such a pain and it would make life tonnes easier if also an option in Hubspot meeting setup.

Torey
Participant

Please prioritize this roadmap request! This feature would be incredible helpful for our company as we transition away from Zoom in favor of Teams, and it would provide a better customer experience.