Integrate Microsoft Exchange with HubSpot CRM

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

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About Microsoft Exchange

Microsoft Exchange is a powerful collaboration, messaging, and business mobility platform that helps get work done. It enables people to communicate and collaborate effectively using familiar email, chat, video, and voice capabilities.

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.

HubSpot CRM Integrations
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Best Microsoft Exchange and HubSpot CRM Integrations

  • Microsoft Exchange Integration HubSpot CRM Integration

    Microsoft Exchange + HubSpot CRM

    Create Deal to HubSpot CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    HubSpot CRM Integration Create Deal
  • Microsoft Exchange Integration HubSpot CRM Integration

    Microsoft Exchange + HubSpot CRM

    Create Company to HubSpot CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    HubSpot CRM Integration Create Company
  • Microsoft Exchange Integration HubSpot CRM Integration

    Microsoft Exchange + HubSpot CRM

    Update Company in HubSpot CRM when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    HubSpot CRM Integration Update Company
  • Microsoft Exchange Integration HubSpot CRM Integration

    Microsoft Exchange + HubSpot CRM

    Update Deal in HubSpot CRM when New Email is created in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    HubSpot CRM Integration Update Deal
  • Microsoft Exchange Integration HubSpot CRM Integration

    Microsoft Exchange + HubSpot CRM

    Create or Update Contact to HubSpot CRM from New Email in Microsoft Exchange Read More...
    Close
    When this happens...
    Microsoft Exchange Integration New Email
     
    Then do this...
    HubSpot CRM Integration Create or Update Contact
  • Microsoft Exchange Integration {{item.actionAppName}} Integration

    Microsoft Exchange + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Microsoft Exchange + HubSpot CRM in easier way

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

    Triggers
  • Calendar Event Start

    Calendar Event Start

  • New Calendar Event

    New Calendar Event

  • New Contact

    New Contact

  • New Email

    New Email

  • Updated Calendar Event

    Updated Calendar Event

  • 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.

    Actions
  • Create Event

    Create Event

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Microsoft Exchange & HubSpot CRM Integrations Work

  1. Step 1: Choose Microsoft Exchange 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 HubSpot CRM 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 Microsoft Exchange to HubSpot CRM.

    (2 minutes)

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

Integration of Microsoft Exchange and HubSpot CRM

Microsoft Exchange

Microsoft Exchange is a platform that helps to share information among users. It is used as an email server and it is integrated with all kinds of other applications such as ERP. Exchange is very flexible, it can be used in both small and large-sized businesses.

Exchange provides features that allow cooperation of employees, customers, and partners. Exchange provides communication between people, teams, and departments. It gives more power to the work of each employee in the organization.

HubSpot CRM

HubSpot CRM is a platform that helps to store and manage business contacts. It manages data about customers and leads, tracks messages and deadlines, monitors sales pipeline, and analyzes marketing performance. It is typically implemented to add sales automation, marketing automation, and social media marketing to an organization’s existing software. HubSpot CRM supports many different devices including smartphones, tablets, laptops, and desktops. It allows users to be connected with their clients 24/7.

Integration of Microsoft Exchange and HubSpot CRM

Microsoft Exchange and HubSpot CRM have common advantages such as integration of operations, centralized management, and scalability. The integration of these platforms can provide the fplowing benefits –

  • Increase productivity and efficiency of IT infrastructure
  • Reduction of costs related to acquisition of hardware, software and support services
  • Increase in number of sales opportunities via effective decision-making based on accurate data
  • Reduction in costs related to tax preparation (e.g., IRS 1099)
  • Improve the employee experience by making them more efficient in their daily tasks
  • Increase quality and reduce costs for data backups
  • Ensure compliance with various regulations (e.g., FINRA or HIPAA)
  • Enable users to be connected with their clients 24/7

The process to integrate Microsoft Exchange and HubSpot CRM 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.