Email integration for Microsoft Exchange

[Mikemchugh]

HI Can i integrate or link hubspot to Outlook which is held on my MS exchange server. My laptops can link to it and synchronise from anywhere so how would i link hubspot ?

Thanks  Mike

[Mikemchugh]

Hello all! I'm very excited to announce that as of today the Microsoft Exchange integration for email (and Meetings!) is now available for all portals. This also includes the ability to configure a static IP range that can be added to an allowlist by IT admins, if needed. Please check out our Knowledgebase docs and happy HubSpotting 😀

• https://knowledge.hubspot.com/email-tracking/connect-your-inbox-to-hubspot#connect-your-exchange-account
• https://knowledge.hubspot.com/meetings-tool/use-meetings#connect-your-exchange-calendar
• https://knowledge.hubspot.com/email-notifications/set-up-imap-settings-for-your-email-domain#set-up-exchange-settings

[Mikemchugh]

Hi Community!

Cross-posting here from the Ideas Forum post titled Use Meetings with Outlook Exchange.

We are excited to announce that we are opening beta access for Exchange users to take advantage of the Meetings tool. This connection will provide you and your team with the ability to connect your calendar to Meetings to create Meetings scheduling pages for asyncronous bookings.

All customers that already have access to the Email integration for Microsoft Exchange beta have been granted access to our Meetings + Exchange beta. You will be able to connect from the Meetings app, or from Preferences > General > Calendar.

Note: Exchange support for Meetings only includes scheduling functionality within the Meetings tool and related 'scheduling pages'. The calendar sync is not supported in this integration.

• Events created in an Exchange calendar will not sync to HubSpot
• Meeting events created from a CRM record (such as a Contact) will not be added to a native calendar. 

[Mikemchugh]

Hi everyone! I've moved this post over to the Ideas section of the Community to better track and keep you up to date on the progress of this beta.

If you are unable to connect via our existing Outlook 365 or IMAP integrations and are hosted on Exchange, this beta may work for you.

To have your portal ungated, please submit this form.

I ungate new requests at least once a week.

Instructions for connecting can be found in this Knowledgebase article.

Please note: This beta is limited to personal email integrations, and thus not compatible with the Conversations tool.

[rkandrews15]

Hi Jenny,

I hope that you are well! is there any way for me to get access to the exchange beta? Previously I saw it, but now I cannot. I thought my email was outlook but it turns out it is exchange. I would like to pitch hubspot to my company as we are trying to decide on an enterprise CRM, but I will not be able to do this if I cannot get my email set up.

Kent

[rkandrews15]

Hello,

I hope that you are well! is there any way for me to get access to the exchange beta? Previously I saw it, but now I cannot. I thought my email was outlook but it turns out it is exchange. I would like to pitch hubspot to my company as we are trying to decide on an enterprise CRM, but I will not be able to do this if I cannot get my email set up.

Kent

[jennysowyrda]

Hi @lorenzo72c and @Domino,

You're all set.

Thank you,
Jenny

[jennysowyrda]

Hi @rkandrews15,

I just ungated you for the beta, so you should be all set now.

Thank you,

Jenny

[rkandrews15]

it works!! Thanks!

[JSRY]

Hi!

Can you add me also to the beta? 

ID: 6503725

JS

[jennysowyrda]

Hi @JSRY,

Your portal has been ungated.

Thank you,
Jenny

[KeithWeldon]

Jenny - is there room for one more on the Exchange Intregration beta?

We host our own Exchange server and need to integrate HubSpot with it.

Our HubSpot ID is 6449007

Please let me know.

Thank you!

Keith

[pierre123]

Hi ! I'm also very interested in the exchange beta to test the hubspot for my company. I'm studying various sales CRM and even if I heard a great deal about hubspot, I currently cannot link it to my emails (although I don't understand why I fail on IMAP integration...). 

Many thanks, 
Pierre

[Whit_AFC]

Hi Jenny,

Can you add Portal ID 6529534 for the Exchange Beta?

Thank you,

Whit

[jennysowyrda]

Hi @Whit_AFC and @KeithWeldon,

You have both been ungated.

Thank you,
Jenny

[Whit_AFC]

Thank you Jenny!!

[jennysowyrda]

Hi @pierre123,

You have been ungated and should be all set.

Thank you,

Jenny

[pierre123]

Great! 

Thanks 🙂

[spencerdee]

Hey,

Sorry for the delay. Are you still avalible, or should we make a time for tomorrow

[jennysowyrda]

Hi @spencerdee,

Please share your portal ID if you need to be added to this beta.

Thank you,
Jenny

[KeithWeldon]

Jenny - thank you for your fantastic responsiveness.  We are connected!

One question:  Does the Exchange integration [1] obviate the need for, [2] conflict with, or [3] requied for the Outlook add-in?

Please let me know.

Thank you,

Keith

[BigRyan]

Hi @jennysowyrda 

Could you add us to this beta? Our User ID is: GCS 6452143

Thank you in advance!

[CurnuttHafer]

Hello Jenny,

Can we please get Beta access here at CurnuttHafer 6317241. Thank you.

Kindest regards,

Anna

[jennysowyrda]

Hi @BigRyan,

You should be all set!

Thank you,
Jenny