These two things should not be separate. They should be managed by one central calendar integration service that can be used for Meetings links or the Schedule tab in the CRM:
Outlook - "New Meeting Request" integration to HubSpot is key for those that use Microsoft Office products professionally like Outlook. I'm a little surprised it hasn't already been integrated.
Hey @MattF! The meetings should be excluded if they are only with users in HubSpot or their emails are hosted on your domain (see the knowledgebase article):
If you're seeing that not to be the case, please reach out to our Support team so they can dig into your examples!
If they don't meet this criteria, I'd recommend filing a new ideas forum submission about having some sort of Meetings equivalent to our email "Never Log" setting 🙂
Hi all! I'm very pleased to announce the two way sync integration for Outlook 365, offering feature parity with our Google one, is now live to all users: https://knowledge.hubspot.com/articles/kcs_article/integrations/use-hubspots-integration-with-google-calendar-or-office-365-calendar. We will be working in future to make this an even more streamlined integration that links up with our Meetings tool, so stay tuned for that! In the meantime, if there are any more calendar related features you would like to see us build, please submit new ideas so we can gauge community interest. Thanks again for all your feedback!
We now have a working solution for a 2-way sync between Office365 calendar and HubSpot. We'll be rolling this out to all portals in the next several weeks!
@gdlybbert are you referring to the Schedule option on a contact record that is linked to our Google Calendar integration? That feature is only for Gmail users. See this article: https://knowledge.hubspot.com/articles/kcs_article/meetings/can-you-integrate-outlook-meetings-with-hubspot
However, if you are a Sales Pro user, our Meetings tool, allows integration with accounts hosted on Outlook 365. See here: https://knowledge.hubspot.com/meetings-user-guide/integrate-your-calendar-to-use-in-the-meetings-tool
We would like to see a way to log meetings to CRM from your Outlook calendar. Our sales team heavily uses Outlook and rather than track meetings in HubSpot manually by entering them individually, it would be awesome to have a log meeting to CRM button that would do it automatically!
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