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
4 週間前

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.

67件のコメント
常連アドバイザー

Thanks @glencornell, we actually reached out earlier and got in.  Thanks for the followup!

一般投稿者
Hi @AndyPitre. I agree sales people use Outlook. However, not many businesses use Exchange with it. Outlook for business can be quite efficient using IMAP and CalDAV sync for Contacts/Calendars so all info is available on mobile, webmail... Would it be possible to extend the integration and not stick to Exchange only?
名誉投稿者

@floc "However, not many businesses use Exchange with it." Why would you make this ill-informed statement? I strongly encourage you to do a bit of research if you think this is the case. Do tell, exactly what email server do you find more used in an environment where Outlook is the front-end email client?

一般投稿者
@krispag. Why I said that? Simply because I made a mistake. I wanted to say not all businesses use Exchange. So I considered it to be a shame to neglect that part... but I got the point. Apologies if I made your hair raised on end.
新規投稿者

bonjour a toutes et tous,

 

impossible de connecter hubspot et un compte exchange (OVH) ... comment faire pour une syncro bidirectionnelle pour les contacts et calendrier, et pouvoir utiliser le compte e-mail exchange comme adresse d'envoi et reception ??

進行役
進行役

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

新規投稿者

I see contacts sync was in beta about 3 years ago. Is this about done???