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
Exchange/Outlook integration for contacts and calendarHubSpot Product Team
05-14-2019

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 development and we hope to deliver this in Q3 of this year.


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.

Exchange/Outlook integration for contacts and calendarHubSpot Product Team
Re: Exhange/Outlook integration for contacts and calendar - changed to: Investigating
04-03-2017

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

Exchange/Outlook integration for contacts and calendarHubSpot Product Team
04-08-2019

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.

58 Replies
Maurits
Occasional Contributor

@AndyPitre is the exchange connect for the calender function ready yet? We still use exchange and would love to connect the agenda's for the meeting part. I can only find the one for office and google. 

 

Gr,

 

Maurits

ppaquet
Occasional Contributor

Hi ! 

 

Do you have some news about this feature ? 

I would be awesome to have it. 

 

Thanks !

aroehr
Visitor

This is basic functionality for professionals, and 12 months is more than enough time for Hubspot to have gone from "planning the functionality" to actually delivering something.  Hubspot must be able to stay synchronized with Exchange/Office365.  Today it is impeding uptake in my company,  because our folks need to add the record in Outlook, then rekey into Hubspot.  Then, they get out of synch.

 

Contacts

Calendars

Tasks

 

Bi-directional synch is a must have for this to actually be a productivity enhancer for our firm.  While it is great that 3rd parties  have stepped  in, we should not have to buy, configure and maintain additional tools for this.

wisepmac
New Contributor

Seems strange that it would take a year of planning.

 

Id really like to look at O365, but this is a no-go until there is integration.

 

Would like to see at least  an update on a potential timeline. Or has it been pushed way back

Maurits
Occasional Contributor

@AndyPitre is there a status update on the exchange plugin for meetings and agenda's?

adWhiteMrktg New Contributor | Platinum Partner
New Contributor | Platinum Partner

Would like an update as well. We see there has been a workaround made to get EMAIL integration working for non-Office 365 accounts, but there is no CALENDAR work around for non-Office 365 accounts. 

JohanB
Occasional Contributor

@AndyPitre really curious to hear an update on this. We really need meetings created/updated in Office 365 to be created/updated on relevant deals and contacts in HubSpot as engagements with the type "meeting". 

RolyHorwood
New Contributor

Any news? Deafening silence....

ndwilliams3
Regular Advisor

Will this also solve this idea 

https://community.hubspot.com/t5/HubSpot-Ideas/Integrate-Meetings-tool-with-Google-calendar-integrat...

 

Where the "Schedule" activity on the contact record will add to Outlook/Office 365 calendar?

dtwuensch
Occasional Contributor

What is the status of the Exchange Integration?

 

I am currently using calendly as a bandaid, but want to use and promote a total HubSpot Solution as a user and as a partner