Exchange/Outlook integration for contacts and calendar

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.

HubSpot updates
Apr 29, 2020

Hi folks,

 

I’d like to clear up some confusion about the Microsoft Exchange beta.

 

The Meetings Exchange beta is closed, so no new portals will be enrolled. We noticed a few problems with the feature, so we'd like to improve it to provide the best customer experience possible.

 

The Exchange Server beta, which connects your Microsoft Exchange inbox to your portal, is open. More information can be found here: https://community.hubspot.com/t5/Outlook-Sales-Extension/MS-Exchange-Server-Beta-Access/m-p/325204/h...

 

Best!
Joe
Ideas Forum Manager

Nov 26, 2019

Hi @Bryantworks 

 

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. 

 

Best,

Glen

May 14, 2019

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:

 

Inbox connection:

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.

 

Meetings sync:

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.


Calendar sync:

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.

Apr 8, 2019

re: @Joshua_McQueen 

That's right that the Office 365 Outlook calendar bi-direcitonal sync is live! However this does not include those on an Office Exchange server.

Re: Exhange/Outlook integration for contacts and calendar - changed to: Investigating
Apr 3, 2017

We are currently working on a calendar and contact sync for Exchange/Outlook, please feel free to comment and share ideas and examples.

71 Replies
Occasional Contributor

It does seem like this thread has gone silent, this integration is HUGE! If Companies like Calendly can do it, which a couple of our Sales team is using, we should be able to get Meetings to sync with Outlook calendar as well! We have 250+ Sales staff and if we were able to integrate a Meetings link to our Outlook, this would be a huge win! 

Occasional Contributor

I'm not sure if it has been announced or rolled out to everyone, but my team now has this ability. A couple of weeks ago the functionality just appeared and we are now able to sync meetings and calendar entries with each other.

Esteemed Contributor

Still waiting on Meetings integration with Exchange.

HubSpot Product Team

re: @Joshua_McQueen 

That's right that the Office 365 Outlook calendar bi-direcitonal sync is live! However this does not include those on an Office Exchange server.

Advisor

Hey, Hubspot.  This has been " In Planning " for almost 2 years now.  How much more time do you need to plan this?

 

Scott

New Contributor

Hi Andy. What is the timing on this and do you currently have a beta on this now? Is so i'd like to have that added to my instance of HS. 

Advisor

@glencornell is this going to come to the millions of us that use an Exchange sytem?

 

Scott

New Member

Hi

 

We would really like to be able to write/send emails within Outlook by selecting a Hubspot contact from an address book.

 

Is this ever likely to happen?

 

New Contributor

Please?

New Contributor

@glencornell 

@AndyPitre 

 

Guys - you may well have provided an update on this request recently but i can't find one. The topic is "Exchange/Outlook integration for contacts and calendar" not 365. I think we would all like to see a thoughtful, specific update on where this capability is in as much detail as you can provide about the timing. I know there are workarounds and I am using one "OutlookGoogleCalendarSync"/Fee app but that lack of communication with this group is discouraging. My personal plan is to track down a senior level manager in the product team if you can't provide a meaningful update. In my estimation this is a reasonable request.

 

Rob Hampton

rhampton@sutureexpress.com

Esteemed Contributor

Word!!! This is truly the greatest pain point for us as it relates to CRM.

HubSpot Product Team

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:

 

Inbox connection:

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.

 

Meetings sync:

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.


Calendar sync:

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...

 

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.

New Contributor

Thanks Glenn. Exactly the kind of update i was looking for. Perhaps a monthly update makes sense as i know things change.

 

Thanks you very much! Great response!

 

Rob

New Contributor | Gold Partner

Meetings sync:

This would allow users to use the HubSpot Meetings scheduling tool with an Exchange email address. This is currently in development and we hope to deliver this in Q3 of this year.

 

Looking forward and really hope that Q3 would be possible.

 

Thanks for getting the news, when ready.

 

Carol

Occasional Contributor

This feature request appears to be specific to an Exchange deployment on-premises, but I'm hoping it is acceptable to also ask about Office 365.

 

@glencornell you mention inbox, meetings and calendars.  What about contacts?

 

The inbox and calendar integration with Office 365 is already possible, however, the lack of contact synchronization is a real pain point.  Not only do "sales peole use Outlook, period.", they also use their mobile phone, period.

 

Unfortunately, creating and updating contacts in HubSpot,  does not update Office 365/Exchange and subsequently doesn't sync to the sales person's mobile phone contacts, which means calls from new or updated phone numbers may go unrecognized.

 

Without contact synchronization, the only way to keep contact CRUDs in sync is to do it in two places.

Occasional Contributor

Hi there. I see a BETA version for the Exchange icon in the email integrations section. I have successfully connected the exchange version and I downloaded the Office 365 version of the Outlook app (I'm on a Mac). Works great!

 

Still no meeting connection in the meetings area. I do see the thread above that is showing a Q3-Q4 delivery. Is this still the case here? Only asking in case the meeting connection was supposed to hit at the same time as the BETA Exchange test. 

 

Thank you for the progress!!!!

New Contributor

This is a MUST! If Outlook and HubSpot were integrated I would be able to seamlessly contact sales leads and prospects. My outlook contacts automatically sync to my address book. If there was a way of automatically adding contacts from HubSpot to Outlook my cell would recognize the contact. This would save a TON of time. 

Occasional Contributor

Absolute requirement here as well for contact sync.

Too long to double enter contact detail between outlook 2019 and hubspot or to export from outlook to import from hubspot. 

Would love to see the desktop hubspot app to handle this better than the side panel which isn't doing much today. 

 

In terms of what would helpful. One way sync is a start. Creating a contact in outlook, one button push to Hubspot. If hubspot has the company account created already or has the contact already it should ask us what do to? Merge, overwrite, Add, skip. 
A usual worflow also is : I receive an email from unknown contact, I'm adding to my contacts and want it to appear immeditly in my leads contact in Hubspot. I'd like to set a follow-up task as well in case that person doesn't not respond in 3 days for example. If we can do this all from outlook, big time saved.

 

Side note: please do not forget small businesses without exchange and only working with Outlook 2016/2019 with IMAP accounts... 

Regular Advisor

Any word on the integration of Exchange with calendars?  I see it was a Q3 initiative, and wanted to check in for a few clients of my own.

HubSpot Product Team

Hi @Bryantworks 

 

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. 

 

Best,

Glen