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
2 weeks ago

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

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
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.

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.

64 Replies
bhalferty
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! 

Joshua_McQueen
Regular 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.

krispag
Esteemed Contributor

Still waiting on Meetings integration with Exchange.

HubSpot Product Team
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.

KeyWestScott
Advisor

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

 

Scott

Rob_Hampton
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. 

KeyWestScott
Advisor

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

 

Scott

Rollocop
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?

 

kittyj2345
New Contributor

Please?

Rob_Hampton
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