Another annoying oversell by Hubspot - prior to sign-up we were told HS integrates with Office365 / Calendar but it doesn't.
When you schedule a meeting, this will not show up anywhere apart from a google calendar (if connected) and the place you set the mtg up - eg. contact, deal or company. There is no reminder or way to notify you of what mtgs you have coming up.
HS need to integrate outlook calendar promptly! Vote this article up to bring it to their attention.
I phoned help and they couldn't even give me a straight answer on this until i pointed them to this article.
-Schedule a meeting on Outlook (if the booking was made on the Meetings link, then simply accept the booking)
-In the contact/company/deal record, use "Log activity" then select the date and time based on your Outlook invite. Make sure to associate the contact/company/deal accordingly depending on which record type you're logging the activity (e.g. if on deal record, then associate the activity with the appropriate contact). This becomes the "next activity" for the record.
-To track, create a Saved Filter view using the filter "Next Activity". The most basic is "is known" or you can set a time period of your choice.
Any update to this? We know we can make the integration ourselves using the HubSpoint API and Micrsoft Graph API, I would just really prefer not to have to do that...Feels like his should be done by Hubspot natively.
This would all us to be professional with our clients. All of our correspondence come from our own URL and with the calendar invite it does not. Do not very professional. Also, it would be great to have a subjkect and address field as well in HubSpot. Thank you.
Can you please provide status on this? Seems odd that it has taken two years to get this integration with the Outlook Calendar. This would make this process so much more seamless! Is this still on your radar?
Has any progress been made with this? I was able to sync to Google Calender, but I only use Outlook Calendar and don't want to have to sync Hubspot to Google and then find a way to snyc Google to Outlook.
This seems to be such a no brainer. Is Microsoft preventing this? Surely there are tons of Office 365 users out there that want this solution as much as I do.