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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.

53 Replies
krispag
Top Contributor

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

HubSpot Product Team
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 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...

This is currently in planning and we hope to deliver this by Q3 or Q4 of this year.

 

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.

Rob_Hampton
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