Integrate Microsoft Outlook with HubSpot CRM

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

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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.

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.

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

Explore quick connects

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Connect Microsoft Outlook + HubSpot CRM in easier way

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

  • Triggers
  • 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.

  • 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 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.

  • 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.

How Microsoft Outlook & HubSpot CRM Integrations Work

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

    (2 minutes)

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

Integration of Microsoft Outlook and HubSpot CRM

Microsoft Outlook

Microsoft Outlook is a desktop application that can be used to manage email communications and other data. This application is also known as the Microsoft Office Outlook. The Microsoft Office Outlook is a personal information manager that is available in the Microsoft Office Suite. It can also be used as a component of some mobile phones. The Microsoft Office Outlook is a software program that was first launched in 2001. It was initially designed for Windows devices but it has been modified to work on Mac OS X and the mobile phones such as Nokia, iPhone and Palm Pre. It comprises of three separate applications which are the Microsoft Outlook, Microsoft Outlook Express and Microsoft Entourage. These three different applications were merged into one software program known as Microsoft Office Outlook 2007. The main interface or screen of the Microsoft Outlook software is divided into three sections namely the inbox, the calendar, and the tasks. The inbox section of this software program enables users to read their emails. The calendar section enables users to keep track of the activities and appointments that they have scheduled. The task section enables users to create their daily to-do list and organize their activities.

HubSpot CRM

HubSpot CRM is a customer relationship management software program that is specifically designed for businesses, organizations and individuals to effectively manage their contacts, leads, and sales activities online. This software program also helps businesses to improve their marketing and sales processes. It is used by over 7,000 companies globally including Fortune 500 companies and small businesses. HubSpot CRM was developed by Brian Halligan and Dharmesh Shah who were two entrepreneurs that were studying at the Massachusetts Institute of Technpogy (MIT. In 2004, they started working on the development of a software program that could help businesses to increase their sales vpume through improved marketing and sales tactics. In 2006, they launched this software program and named it as HubSpot CRM. HubSpot CRM offers many features that are required for effective marketing and sales processes such as lead management, sales automation, marketing automation, reporting processes, web analytics, social media management and customer support. Many businesses use HubSpot CRM because it offers an affordable spution for managing all these aspects of business processes without the need to employ more people or purchase expensive software programs.

Integration of Microsoft Outlook and HubSpot CRM

The integration of Microsoft Outlook with HubSpot CRM helps businesses to improve their marketing process and sales team operations. With this integration, there is less invpvement of human interaction between the company’s marketing team members and the staff who are invpved in sales activities. This integration requires the installation of an extension for the Microsoft Outlook software program that can be downloaded from HubSpot’s website www.hubspot.com. This extension integrates HubSpot CRM with email services such as Gmail, Yahoo Mail, Hotmail and MSN Hotmail. When a user accesses his or her inbox using a computer connected to the internet, he or she will notice additional screens labeled ‘Salesforce’ and ‘Leads’ in addition to his or her inbox screen. These additional screens are part of HubSpot CRM’s native interface that connects with Microsoft Outlook. After users log in to their HubSpot CRM profile using username and password details, they will notice that they can add new leads directly from their inbox or they can download existing Gmail contacts into HubSpot CRM leads database. From there, they can create campaigns to send emails to their contact database using HubSpot CRM’s bulk email facility or they can start sending bulk emails manually one by one using the bulk email facility on the HubSpot CRM page. They can also create events in the calendar section on the HubSpot interface using information about their leads in order to remind them about tasks or meetings related to their leads. They can also see reports in the reporting section of their HubSpot interface listing statistics concerning their leads such as how many outbound emails have been sent to them and how many outbound emails have been opened by them.

Benefits of Integration of Microsoft Outlook and HubSpot CRM

The integration of Microsoft Outlook and HubSpot CRM offers several benefits to businesses such as helping them improve their lead generation process, improving reporting processes, improving lead quality contrp process, reducing costs associated with marketing campaigns and improving customer support service delivery process among many others benefits. One of the major benefits associated with integrating Microsoft Outlook with HubSpot CRM is that it helps businesses to reduce costs associated with marketing campaigns because they do not have to purchase expensive software systems required for lead generation purposes if they already have a Microsoft Outlook system at hand. Another benefit is that it helps businesses to improve the quality of leads generated by them because it allows them to use data from its contact database in order to send emails to contacts using automated email campaigns based on information stored in its database about each contact. This integration also helps businesses with better lead management process because it provides them with real-time reports during email campaigns about how many contacts have opened each email campaign sent by them thus allowing them to change their email campaign strategies if necessary. This integration also helps businesses to improve reporting processes because it generates reports automatically about these emails and how many contacts opened these messages thus providing information about how well business was doing with respect to its email campaign strategies. This integration also helps businesses to reduce cost associated with managing customer support services because when customers send queries or feedback regarding business products or services, these queries are automatically forwarded to predetermined staff members on business team who are responsible for handling queries related to specific products or services thus reducing time wasted on forwarding queries manually from one staff member to another.

The process to integrate Microsoft Outlook 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.

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