Integrate Microsoft Teams with HubSpot CRM

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

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About Microsoft Teams

Microsoft Teams is a hub for teamwork, productivity, and collaboration. It brings together your chat, meetings, notes, people, and tools into one place. And it's accessible from anywhere, on any device.

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 Teams + HubSpot CRM quick connects for faster integration? Here’s our list of the best Microsoft Teams + HubSpot CRM quick connects.

Explore quick connects

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  • Integration
Connect Microsoft Teams + HubSpot CRM in easier way

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

  • Triggers
  • New Chat

    Trigger every time a new chat is created.

  • New Chat Message

    Trigger every time a new chat message is created.

  • New Meeting

    Trigger every time a new meeting is created.

  • New Message Posted to Channel

    Triggers when a new message is posted to a specific #channel you choose.

  • New Team

    Trigger every time a new team is created.

  • New User

    Trigger every time a new user is added in the group's user list.

  • 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
  • Add Member

    Add new member in a group.

  • Create Channel

    Creates a new channel.

  • Create Chat

    Creates a new chat.

  • Create Meeting

    Create a meeting

  • Delete user

    Delete an user from an Ms Team group.

  • Send Channel Messages

    Post a new message to a channel you choice.

  • Send Chat Message

    Send Chat Message.

  • 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 Teams & HubSpot CRM Integrations Work

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

    (2 minutes)

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

Integration of Microsoft Teams and HubSpot CRM

Microsoft Teams

Microsoft Teams is a communication and cplaboration platform that allows users to work together in teams. It offers chat services, voice calling, video conferencing and file sharing. It is available in Microsoft Office 365 or as a standalone product. Team members can interact in real time across multiple devices.

HubSpot CRM

HubSpot CRM is a customer relationship management software for sales and marketing teams. It provides software for lead generation, conversion tracking, email marketing, social media marketing and analytics. It also offers web-based apps like contact forms, landing pages and surveys.

  • Integration of Microsoft Teams with HubSpot CRM
  • Microsoft Teams provides an application programming interface (API. integration path for integrations with other applications that support the Microsoft Graph API. Both Microsoft Teams and HubSpot CRM support the Microsoft Graph API. The integration of the two platforms will allow users to add contacts from HubSpot CRM to their teams. Team members can then conduct conversations with those contacts directly in their Microsoft Teams app and send them messages on their behalf in HubSpot CRM. The integration also enables users to send messages from Microsoft Teams to those contacts in HubSpot CRM groups and channels. Users can also share calendar events, files and fpders in Microsoft Teams with contacts in HubSpot CRM when they are invited to relevant conversations.

    Benefits of Integration of Microsoft Teams and HubSpot CRM

    The integration between Microsoft Teams and HubSpot CRM has several advantages for users who work in multiple locations. Users can save time and money by avoiding duplicating their efforts by using the same communication channel for both platforms. Users can also organize their communications better by having all their messages and notifications from the two platforms on one window instead of having numerous windows open at the same time. The integration also allows users to have one central point to access their data so they do not have to switch between different apps while working. Finally, it gives users the opportunity to use a personal messaging client when working with their personal contacts but still be able to conduct business related conversations with people they work with on different projects.

    The process to integrate Microsoft Teams 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