HubSpot
Microsoft Outlook

Hubspot and Microsoft Outlook Integration

Seamlessly connect HubSpot with Microsoft Outlook to streamline your sales and marketing workflows.

Explore Triggers and Actions

New Ticket Property Change
New event when a specified property is provided or updated on a ticket.
New Task Created
New event for each new task created.
New Ticket
New event for each new ticket created.
New Social Media Message
New event when a message is posted from HubSpot to the specified social media channel.
New or Updated Product
New event for each new or updated product in Hubspot.
New or Updated Line Item
New event for each new line item added or updated in Hubspot.
New or Updated Deal
New event for each new or updated deal in Hubspot.
New or Updated CRM Object
New event each time a CRM Object of the specified object type is updated.
New or Updated Custom Object
New event each time a Custom Object of the specified schema is updated.
Download Attachment
Downloads an attachment to the /tmp directory.
Add Label to Email
Adds a label/category to an email in Microsoft Outlook.
Approve Workflow
Suspend the workflow until approved by email.
Create Contact
Add a contact to the root Contacts folder,
Create Draft Email
Create a draft email,
Find Contacts
Finds contacts with the given search string.
List Contacts
Get a contact collection from the default contacts folder,
List Folders
Retrieves a list of all folders in Microsoft Outlook.
List Labels
Get all the labels/categories that have been defined for a user.

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

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What can Ayudo do with Hubspot and Microsoft Outlook?

The HubSpot and Microsoft Outlook integration empowers your team to sync emails, track customer interactions, and manage contacts effortlessly. By bridging your CRM with your inbox, you can log emails automatically, schedule meetings, and access HubSpot tools directly within Outlook, boosting productivity and ensuring no lead falls through the cracks.

Connect
HubSpot
and
Microsoft Outlook
to streamline your company's workflows, automate tasks, and boost productivity.

Frequently asked questions

How do I connect HubSpot with Microsoft Outlook?

You can connect HubSpot with Microsoft Outlook by installing the HubSpot Sales add-in from the Microsoft Office Store. Once installed, sign in with your HubSpot account and grant the necessary permissions to start syncing your emails and contacts.

Can I log emails from Outlook to HubSpot automatically?

Yes, the integration allows you to automatically log emails sent from Outlook to your HubSpot CRM, ensuring all communication is tracked without manual entry.

Is it possible to schedule meetings through Outlook using HubSpot?

Absolutely. The integration lets you use HubSpot’s meeting scheduling tools directly within Outlook, making it easy to share your availability and book meetings without leaving your inbox.

Will my contacts sync between HubSpot and Outlook?

Yes, contacts can be synced between HubSpot and Outlook, allowing you to keep your contact lists up to date across both platforms effortlessly.

Are there any limitations or requirements for using this integration?

To use the HubSpot and Microsoft Outlook integration, you need a HubSpot account and a Microsoft 365 or Outlook.com account. Some advanced features may require specific HubSpot subscription tiers.

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