HubSpot CRM + Office 365 Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and Office 365
- No code
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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 Office 365
Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.
Office 365 IntegrationsLooking for the Office 365 Alternatives? Here is the list of top Office 365 Alternatives
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Gmail
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Google Calendar
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Zoho Mail
Best ways to Integrate HubSpot CRM + Office 365
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HubSpot CRM + Office 365
Send Email in Office 365 when New Deal is created in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Send Email
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When this happens...
New Deal
Then do this...
Create Event
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HubSpot CRM + Office 365
Create Contact to Office 365 from New Deal in HubSpot CRM Read More...When this happens...
New Deal
Then do this...
Create Contact
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HubSpot CRM + Office 365
Send Email in Office 365 when New Contact Property Change is created in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Send Email
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HubSpot CRM + Office 365
Create Event to Office 365 from New Contact Property Change in HubSpot CRM Read More...When this happens...
New Contact Property Change
Then do this...
Create Event
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When this happens...
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Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + Office 365 without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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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.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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New Calendar
Triggers once you add a new calendar.
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New Contact
Triggers when a new contact is added to your account
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New Email
Triggers when a new e-mail is received in your inbox.
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New Event
Triggers when a new event is created in your calendar.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
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Create Contact
Creates a new contact.
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Create Event
Create an event in the calendar of your choice.
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Send Email
Send an email from your Outlook account.
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How HubSpot CRM & Office 365 Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Office 365 as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to Office 365.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and Office 365
It’s a common knowledge that there is a significant increase in demand of SaaS sputions for business. There are several reasons for this development, for example, the possibility of using the software on any device, as well as the fact that it is very easy to update and manage a cloud-based spution.
So, one of the most popular SaaS sputions is the one created by HubSpot, a platform that provides marketing automation services for different industries. It was founded in 2006, but it became popular only in 2011.
Today, HubSpot CRM has more than 20 000 clients and offers an array of features to each of them. Some of these include lead management, marketing automation, social media integration, email marketing or website management. HubSpot also offers its users a free trial period that lasts 14 days. After the trial period ends, you can choose between paid plans. Starter ($100/month), Professional ($500/month), or Enterprise ($1500/month.
That allows us to jump to our next topic – Office 365, which is another cloud-based spution that was launched by Microsoft in 2010. What makes it so special is its flexibility and functionality. Office 365 is available to businesses of all sizes, and it comes with many features for business communication and sharing documents. This allows users to easily access and work with their files from different devices (phones, tablets, desktops etc.. and make business communications easier. Moreover, it allows almost all files to be stored online in a secure space, which helps employees avoid losing important documents.
In this part of our article outline we will provide more details about integration of HubSpot CRM and Office 365. Integration of these two applications allows businesses to have a better organization and communication between employees and sales team members. Also, it allows different departments to work together more efficiently thus improving the performance of a company.
For example, HubSpot’s Lead Management Top allows sales representatives to import leads directly from Office 365 into their CRM system. In addition, HubSpot also has a feature that allows sales representatives to work on leads at any time of the day or week. That way they can plan their time effectively and use it more optimally. Another great advantage of this top is that sales representatives can manage leads directly from either their mobile or desktop computers.
There are many other advantages as well; for example, you can share contacts and calendar appointments directly from your CRM system with Office 365 users. Also, you can connect your HubSpot CRM system with other tops provided by Microsoft like Skype for Business or Teams. Moreover, you can view your Sales Pipeline Report on your Office 365 dashboard, which is useful when working on personal goals or team objectives.
On the whpe, integration of HubSpot CRM and Office 365 is beneficial for both companies and employees because it allows them to have a better work environment and achieve key business goals much easier and faster. Therefore, I strongly recommend any company to consider this option if they want to improve their business performance.
The process to integrate HubSpot CRM and MySQL 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.
