Sales people use Outlook, period. And because that's what they use, that's where the information should be at. Best way to achieve this would be via Exchange integration so that people would have access to the same information even on their mobile and wouldn't just be dependent on a single plugin.
We do have a closed beta right now specifically to allow exchange users to use Meetings. You can reach out to your customer success rep who can sign you up for the beta. This beta allows anyone with Exchange to use the Meetings app, which creates a booking page allowing contacts to book meetings directly on your calendar.
I decided not to update the status of this thread because this beta is only adding an integration for the Meetings app.
Thanks everyone for the interest in this! I'm sorry for not providing more details on the larger scope related to Some areas of this work have been completed and some are still in progress, I'll try and break this down based on the different ways HubSpot needs to connect with exchange:
Provide the abilty to connect your Exchange inbox with HubSpot. This allows you to use our CRM for emailing and use the Sequences tool in sales. Today, the only way to connect an Exchange inbox is through IMAP - which is an experience that we are improving to make it easier for Exchange users to connect their email. This is currently in a closed beta.
This would allow users to use the HubSpot Meetings scheduling tool with an Exchange email address. This is currently in a closed beta testing group.
This would allow Exchange users to schedule meetings through calendar invite directly through the CRM. This would also create meetings events on a contact timeline when they are added to your Exchange calendar. This work would add Exchange to the users that can use this sync: https://knowledge.hubspot.com/articles/kcs_article/integrations/use-hubspots-integration-with-google-calendar-or-office-365-calendar
I hope this is helpful! Please let me know if there are other questions or features related to syncing with Outlook. We may break each of these features into separate Ideas to help with tracking and understanding.
We are currently working on a calendar and contact sync for Exchange/Outlook, please feel free to comment and share ideas and examples.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.