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
p8aggie
Member

Please add this ASAP!   No good reason this hasn't already been done.

JonathanWood2
Member

This would be a game changer here. having a manual cutout for MSFT Teams is really painful! I'm not sure i't looks particularly professional to our clients either.....

scubes13
Participant

Another vote and strong request for Teams meetings being generated. HubSpot is already connected to our 365 tenant and the Microsoft Graph API already supports the creation of meetings....

 

ALSO, with regards to the suggested work-around from March. Please, do NOT use this method. If you re-use a meeting, you may find that participants of the meetings in the past still have access to the "Chat" of the current meeting.

 

So, you meet with prospect A who has a Teams account (considered an "External" participant). Chats are exchanged during the meeting....

 

Later, you meet with prospect B (who may be an "External" participant or even a "Guest" b/c they don't have a Teams account). Chats are exchanged....

 

Prospect A can see (and even reply to) the Chat you are having with prospect B. This is because you are just reusing the same actual MEETING (not a Meeting Room) over and over.

 

So, in short, I strongly advise that you avoid trying this method!

RetailUnity
Member

Hi Scubes 13,

 

Thanks for the warning! Was considering to try this solution as this topic itself is so important to our workflow. This would have been a serious risk for us.

 

Thanks!

nomatterwhat
Member

I can't belive this integration/feature is missing. Please speed up development on this topic.

Just look at Microsoft Teams market share!!!

noahkonig
Member

This would be a great feature and streamline the process.

ASEC
Member

This integration is so needed! Especially for small not-for-profits who use Teams, it would mean we could stop paying for an additional meetings platform. Although I am wondering if the main reason the integration isn't being developed is because Microsoft Teams doesn't offer the permanent meeting link?

pass-services
Member

To be honest, I would say this feature request should be turned has mandatory within the development planning.

Marialll2694
Participant

Microsoft Teams has 75 million users! I think Hubspot should definitely try to prioritize this feature in a COVID world. It would be extremely helpful for sales teams to not have to send multiple invites in order to create a meeting.

 

When you are looking for seamless and delightful interactions with your client this really matters.... Smiley Wink 

 

 

 

 

Marialll2694
Participant

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.

Business-ninjas
Member

Hey 

 

Any idea when this is coming? I'm a little over paying for 365 also paying for zoom 

 

Come on Hubspot 🙂 

 

MichaelBlonder
Member

We need this as well. Please add it soon. We are already a paid subscriber to HubSpot. We are experiencing confusion trying to get the meeting link through Microsoft Teams to our contact requesting the meeting - not good. 

 

Thanks

starrman55
Member

I agree!

This would be a game changer for us too.  Manually adding the Teams Meeting link is a big pain and gets in the way of the HubSpot autimation.  Please add this ASAP. 

 

thank you. 

fwagman
Member

This would be a good feature. I've noticed that if you set up a Teams Meeting using Outlook and it will get posted as a Meeting in Hubspot if you have the Outlook Connector. However I've noticed that the Teams Meeting Link will convert from URL to text and I'm not sure if that is an issue with Hubspot or something in Teams.

scubes13
Participant

I have been able to leverage HubSpot and Microsoft API's to accomplish creating a Teams Meeting when a HubSpot meeting is scheduled.

 

If you're interested in discussing help setting this up for yourself, feel free to send me a direct message here in the forums. 

NHA
Member

Our company just moved to Teams and the business units are starting to learn about the calendar function. We are constantly updating the meeting invites with a Teams link, removing Zoom. It is becoming a sales team headwind for marketing to solve. Please let us know if/when this option will be available. 

ahess
Member

I'm genuinely surprised that this feature isn't there. I've upvoted, but what is the process for consideration? 

poconnell
HubSpot Product Team

Hi

Thanks so much for sharing your thoughts on Microsoft Teams Integration with Hubspot, and the meeting link feature. 

The good news is that we are currently in the process of developing this integration, and planning to start our beta very soon. 

If you would be interested in participating in this beta, please reach out to your Hubspot CSM. 

 

Thanks 

Patrice O'Connell

Product Manager at HubSpot

sethgeurtsen
Member

Yes please, definitely a must! 

joranm
Member

We would like to have that too!