Outlook Sales Extension

ozgesilla
Participant

Does Outlook push meeting outcome?

SOLVE

We integrated our outlook with HS. When someone creates a meeting it could automatically can seen at Hs. However right now I couldn't see the meeting outcome (done, cancelled etc)? Do you know a way to automate it?

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Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Does Outlook push meeting outcome?

SOLVE

Hi @ozgesilla,

 

No, it is still a manual process, but you can update either from HubSpot or from Outlook.

 

https://knowledge.hubspot.com/manage-your-meetings-in-outlook-calendar-with-the-hubspot-sales-add-in

 

If you can send a value from Teams to HubSpot to indicate that the meeting actually occurred, you could automate it with a workflow, but that indicator would have to exist on the HubSpot side to enroll the object into the workflow. Here's an example from a prior community post.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer

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1 Reply 1
Josh
Solution
Recognized Expert | Diamond Partner
Recognized Expert | Diamond Partner

Does Outlook push meeting outcome?

SOLVE

Hi @ozgesilla,

 

No, it is still a manual process, but you can update either from HubSpot or from Outlook.

 

https://knowledge.hubspot.com/manage-your-meetings-in-outlook-calendar-with-the-hubspot-sales-add-in

 

If you can send a value from Teams to HubSpot to indicate that the meeting actually occurred, you could automate it with a workflow, but that indicator would have to exist on the HubSpot side to enroll the object into the workflow. Here's an example from a prior community post.

 

Josh




Did this post help solve your problem? If so, please mark it as a solution.

Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Diamond Partner & HubSpot Certified Trainer