Allow for Microsoft Teams integration with the Meetings tool and scheduling in the CRM

[Rianne]

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.

[Rianne]

Hi All, 

I wanted to keep you updated on our latest development with our Microsoft Teams integration. 

🎉NEW: We have recently rolled out conversational functionality in our Microsoft Teams integration. 🎉

This gives users the ability to receive and reply to messages from Hubspot conversations inboxes directly from their Microsoft Teams channels.

Find out more in our knowledge base article. 

The MicroSoft Teams integration from HubSpot available to all users in our HubSpot Marketplace.

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 
• ability to receive and reply to messages from conversations inboxes in HubSpot directly in Microsoft Teams channels. 

We plan to continue adding more features to this integration, and will keep you updated when they become available.  

Regarding webinar functionality requested in this thread, this is still on our roadmap - we are working closely with our partners at Microsoft to make this functionality available in our integration.

It will still take some time before we can deliver this functionality. I will keep you posted on our progress. 

Thanks for all your feedback shared so far - please continue to share more feedback in this thread or via our feedback form. 

Thanks

Patrice

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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

[Rianne]

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 

[Rianne]

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

[Rianne]

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

[KristofferHub]

@glencornell Any chance this will be added in Q1 2021?

[SteveArmitage]

I would love to be a Beta tester. I was planning on using meeting scheduler, but find I cannot as there is no Teams meeting integration.

[hannebjorn]

We are also very eager to be able to provide Meetings with a Teams link. Please keep me in the loop - and I would be happy to beta test.

[CameronStewart]

Is it possible to please get added to the beta?

[ChristianRieck]

Hi @poconnell , we have an sales hub enterprise customer who would also be very interested in joining the beta tester in q1/2021.

Best, 

Christian

[socalproduce]

Please add me to the list as saying this is "a must have". I'd love to volunteer for beta. Thank you.

[BRost]

Would also love to be part of the next round of beta testers!  It's been huge frustration since starting to use HubSpot

[joostbijl]

Hi @poconnell , if you need another beta tester, i'm happy to do so. The sooner this feature is out of beta, the better

[Maarten1989]

Please upvote. Really relevant as most of our customers (including ourselves) use Teams instead of Zoom.

Thanks for ranking this up the list of priorities!

[JBechler]

Definitely a must-feature., would love to be a beta user

[claasb]

I We also only work with teams and I was honestly a little surprised when setting up my meetings that this wasn't integrated yet. Is it still possible to participate in the beta program?

[CapstoneITS]

For everyone struggling with this still... We've ended up getting a Zoom account (~$150 / year) to solve this problem. Integrates seemlessly with HubSpot. Teams is a huge pain in the butt as it is. 

[QuillSecurity]

@poconnell It's been a month since the last update on this feature and a lot of comments.  Any news on beta progress?  Should we be abandoning hope, finding bandaids or waiting for a solution imminently?

[Venkat]

New to Hubspot and had the same issue. Has anyone tried to embed a static meetings link into the invite body config (Subject line, meeting location and body?) 

Tried this today and the invite Subject and body came over fine and had the team's details.

I created a daily recurring meeting invite for myself and another person to generate the meeting link. I used this information to set up the meetings configuration Location, Subject and body section.

the invite did work,

Negatives of this static link option

1) Anyone with the link can now hop into a call since the link is always the same

2) Could not add rich text in HubSpot setup for invite body. Hence had to paste the long URL instead. Invite body not look clean, but has the needed information and is functional.

Appreciate any other workarounds that get the goal accomplished

[RetailUnity]

Hi @Venkat ,

Please also be aware that anything shared in the chat or any file thats shared during the meeting is available to all attendees that ever joined your meeting if you do it this way.

I experienced it the other way around where I was able to see the response / discussion in the chat on a meeting they had with a competitor 😀. Stumpled upon it after wanting to review what we shared during the chat.

[KarthikC]

Need this

[coamyot]

Interested in the beta too!

[GRichmond]

This is a vital piece of developement for us too. 

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

[Nishu]

Hello everyone  - where can I sign up as a beta user? Thanks in advance. 

[PSeals]

Also intersted in this and would be willing to Beta test as well!  This is the piece of development that will either allow me to turn HubSpot into a full CRM tool in our company or leave it as a tool that only marketing uses.