Integrate HubSpot CRM with Microsoft Outlook

Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Microsoft Outlook

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About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

About Microsoft Outlook

Microsoft Outlook is a web-based suite of webmail that helps you to connect all of your messages, contacts, tasks, and appointments in one convenient place.

Want to explore HubSpot CRM + Microsoft Outlook quick connects for faster integration? Here’s our list of the best HubSpot CRM + Microsoft Outlook quick connects.

Explore quick connects

Looking for the Microsoft Outlook Alternatives? Here is the list of top Microsoft Outlook Alternatives

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Connect HubSpot CRM + Microsoft Outlook in easier way

It's easy to connect HubSpot CRM + Microsoft Outlook without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

  • Calendar Event Start

    Triggers at a specified time before an event in your calendar starts.

  • New Calendar Event

    Triggers when an event is added to you selected calendar.

  • New Contact

    Triggers every time a new contact is added.

  • New Email

    Triggers whenever a new email is received.

  • Updated Calendar Event

    Triggers every time an event is updated.

  • Actions
  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

  • Create Contact

    Create a new contact to your Office 365 account.

  • Create Event

    Create an event directly on your designated calendar.

  • Delete Event

    Deletes events.

  • Send Email

    Send an email from your Outlook account.

How HubSpot CRM & Microsoft Outlook Integrations Work

  1. Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Outlook as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from HubSpot CRM to Microsoft Outlook.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of HubSpot CRM and Microsoft Outlook

In this article, I will be discussing the integration of HubSpot CRM and Microsoft Outlook.

Integration of HubSpot CRM and Microsoft Outlook

HubSpot CRM is a product of HubSpot, Inc., HubSpot is an inbound marketing software company. It is a customer relationship management platform that allows the user to create, send and manage marketing and sales campaigns through one platform.

Microsoft Outlook is a desktop email client developed by Microsoft for Windows, Mac, Android and iOS. It features various features such as task management, calendars, contact lists, search tops, RSS feeds and other add-ons.

HubSpot CRM is integrated with Microsoft Outlook. This integration has increased the productivity of people who use these two products. Since they work together, users have been able to manage their contacts in one place while also utilizing their email program. The integration of these two products helps streamline workflows. Users can now send emails directly from within HubSpot CRM. This eliminates delays caused by switching between applications which are needed to accomplish tasks. In addition, users can view their contacts and appointments in both HubSpot CRM and Microsoft Outlook which makes it easier to keep track of both activities.

Benefits of Integration of HubSpot CRM and Microsoft Outlook

There are many benefits to integrating HubSpot CRM and Microsoft Outlook. First, since users can see their contacts and appointments on one screen, they are less likely to miss important dates or events. Second, sending emails from within HubSpot CRM saves time because users do not need to switch back and forth between applications. Also, if users are using the same email account, then it is easier to send emails from within the program because it is more convenient. Finally, since all data is stored in one place, it is easier for users to find information regarding their contacts or appointments.

The process to integrate HubSpot CRM and Microsoft Outlook may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm