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
a month ago

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
a month ago

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
a month ago

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.

57 Replies
krispag
Esteemed 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...

 

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

Carol
New Contributor

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

JustinB
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.

RonaldHay
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!!!!

growthforce_ceo
New Member

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.