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.
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.
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.
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.
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.
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?
@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?
@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.
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 ??
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.
"We are currently working on a calendar and contact sync for Exchange/Outlook, please feel free to comment and share ideas and examples." this was posted in this thread in 2017 and this is listed at 'planning' -- what is the status after 3 years??
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