Can we sync edits of contacts between hubspot and outlook?

SOLVE
Highlighted
Occasional Contributor

Can we have it so that any edits made or new contacts added to outlook are synced to hubspot contacts and vice versa? Or everytime i add a new contact to Outlook i need to manually add the same to Hubspot since the only other option i see is creating another CSV import of thousands of the same contacts which will probably override features such as lead and sales cycle, etc..

 

I'm using Outlook 2010.

 

Please let me know, thanks!

1 Accepted solution

Accepted Solutions
Highlighted
Solution
Community Manager

Hi @ex


Thanks for the question!


It is not currently possible to have an ongoing sync for contacts in HubSpot and Outlook. The Outlook extension can be used to add new contacts into HubSpot (or update their information in HubSpot), but it will not update the information in your Outlook address book.  

 

If this is something you would like to see implemented in the future, you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas.

 

Thank you,

Jenny


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!

View solution in original post

20 Replies 20
Highlighted
Solution
Community Manager

Hi @ex


Thanks for the question!


It is not currently possible to have an ongoing sync for contacts in HubSpot and Outlook. The Outlook extension can be used to add new contacts into HubSpot (or update their information in HubSpot), but it will not update the information in your Outlook address book.  

 

If this is something you would like to see implemented in the future, you can search, vote for or post this as a feature request on our ideas forum here: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas.

 

Thank you,

Jenny


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!

View solution in original post

Highlighted
Occasional Contributor

This is absolutely vital.  Not having it increases steps and leaves room for records to not be updated in a timely or correct manner.

Highlighted
Occasional Contributor

Hello,

I have noticed that the Outlook extension only considers email addresses that are cc'd to my emails, not main recipients. And I cannot scroll down or up.

Is there a way to better use the extension?

It's already double-work to keep two datasets (one in Outlook and one in Hubspot) but if only cc'd contacts can be uploaded onto Hubspot, Hubspot becomes completely useless.

I hope there's a solution for this.

Thanks for your help,

Ale

Reply
0 Upvotes
Highlighted
New Member

Has this changed since the 2017 post?  Is this possible now?

Highlighted
New Contributor

I was still a little confused by the response from Hubpsot.  Could someone please clarify:

 

1. If I update Outlook contacts will it update Hubspot contacts?

2. If I update Hubspot contacts will it update Outlook contacts?

 

Thanks,

 

Somaya

Reply
0 Upvotes
Highlighted
Community Manager

Hi @Maya

 

HubSpot and Outlook will not sync contact updates. If you update a contact's information in the HubSpot sidebar within the Outlook extension, then the information will update within HubSpot, however that will not update the information in your address book within Outlook.

 

Thanks, 

Jenny


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
Highlighted
New Contributor

ok, thanks Jenny! 🙂

Reply
0 Upvotes
Highlighted
Occasional Contributor

Hello @jennysowyrda,

 

From your response, it appears that synchronization works one way: from outlook to Hubspot.  Is this correct?

 

What about if you delete or modify a contact in outlook: will it synchronize or do you need to double entry?  If the latter any suggested workarounds?

 

thank you,

Reply
0 Upvotes
Highlighted
Community Manager

Hi @AP-123

 

Any changes you make to the contact record in the HubSpot extension within Outlook will be reflected in your CRM. 

 

 


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
Highlighted
Occasional Contributor

Hi @jennysowyrda,

Thanks for the prompt reply.  Just to be clear (now that I am and potentially for others) 🙂

 

You still have to maintain two data sets (one in outlook and the other in HubSpot).  

 

When you change a contact record in the Outlook Extension you are only changing it in Hubspot.  

 

I'm just beginning my Hubspot journey from many years of power Outlook use.  Perhaps I will find other ways or get more comfortable.

 

Thanks again,
Adam

Reply
0 Upvotes
Highlighted
Community Manager

Hi @AP-123

 

Correct. Aside from the HubSpot extension, there is no sync between your contacts in Outlook and HubSpot.

 

Hope that clarifies!


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
Highlighted
Occasional Contributor

I am sorry to say it, but this is one of those "problems" that cause users to want to switch to another platform.  I like Hubspot - A lot!  However, I am now worried about what other little landmines are hiding just waiting for me to step on.

Reply
0 Upvotes
Highlighted
Community Manager

HI @FSS-DGA 

 

If this is something you would like to see implemented in the future, please vote for this idea: https://community.hubspot.com/t5/HubSpot-Ideas/Exhange-Outlook-integration-for-contacts-and-calendar...


We are excited to announce that the Community will be launching a weekly newsletter on November 2, 2020!
Sign up today!
Reply
0 Upvotes
Highlighted
Occasional Contributor

Problem! Problem! Problem!

This causes issues of possibly non-updated info for contact/companies.

Reply
0 Upvotes
Highlighted
New Contributor

I agree with the original request.  This is a feature that's included with every other CRM I have looked at and it would be a BIG benefit.   Of course, I think you would need the option to select which contacts - or group of contacts sync with outlook.  I would not want every contact in my HS database to sync.

Reply
0 Upvotes
Highlighted
Occasional Contributor

HubSpot really needs to get this feature working. 

Highlighted
Occasional Contributor

Any updates on this?

Highlighted
New Contributor

Piesync is doing the job

Highlighted
Visitor

Any updates on this? Or is piesync the only way? 

Reply
0 Upvotes
Highlighted
HubSpot Employee

Hi @kylet,

 

Our HubSpot - Outlook integration is one of the most popular integrations that we support. 

 

Any use case is slightly different so we allow you to either choose for a one-way or two-way sync. Or set up a sync that updates both ways but only creates contacts in Outlook (or the other way around). Lot's of customisation possible. 

 

By default, it's set to be two-way sync syncing all contacts. However, you can perfectly limit the sync to only sync those contacts that are added to an active or static list in HubSpot, for example. 

 

@ex This integration will automatically update contact records in either system, real-time. That means you won't have to worry about exporting and importing your contacts.

 

This help article will help you to get a decent understanding of what it does. If you do require some more help. Simply reach out to the PieSync team via support@piesync.com and they will be happy to assist you.

 

PieSync provides a solution to 2-way sync contacts you would find in Microsoft Outlook, specifically inside personal contacts folders. However, this personal contacts folder doesn’t include the contacts of the Global Address List (GAL), data maintained by your IT administrator. This is where you would essentially find the contacts data of all your colleagues. 

 

Since PieSync joined the HubSpot family. All HubSpot customers (including free users) are eligible for a 25% discount on any PieSync plan. This discount will automatically get applied to your account when you connect HubSpot in PieSync. 

 

Thank you, 

Reply
0 Upvotes