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.
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.
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Triggers when a new company is created.
Triggered every time a new contact is created in HubSpot.
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
Triggers when a new deal is created.
Triggers when a new deal enters a stage.
Triggers at a specified time before an event in your calendar starts.
Triggers when an event is added to you selected calendar.
Triggers every time a new contact is added.
Triggers whenever a new email is received.
Triggers every time an event is updated.
Associates the deal with dealId with the contact.
Creates a new company.
Creates a new deal.
Create a new contact or update an existing contact based on email address.
Updates an existing company.
Updates an existing deal.
Create a new contact to your Office 365 account.
Create an event directly on your designated calendar.
Send an email from your Outlook account.
In this article, I will be discussing the 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.
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.
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