HubSpot
Microsoft Teams

Hubspot and Microsoft Teams Integration

Seamlessly connect HubSpot with Microsoft Teams to boost collaboration and 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.
Create Channel
Create a new channel in Microsoft Teams.
List Channels
Lists all channels in a Microsoft Team.
List Shifts
Get the list of shift instances for a team.
Send Channel Message
Send a message to a team's channel.
Send Chat Message
Send a message to a team's chat.

How it works

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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.
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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.
Diagram showing Your CRM connected to various apps including Intercom, Salesforce, Google Drive, HubSpot, Adobe Acrobat, a headset app, and Dropbox.
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 Teams?

Our HubSpot and Microsoft Teams integration empowers your team to stay aligned by bringing CRM data and communication into one unified platform. Instantly receive HubSpot notifications, share contacts, deals, and tasks directly within Teams channels, and collaborate in real-time without switching apps. Enhance productivity, improve response times, and close deals faster with this powerful integration.

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

Frequently asked questions

What features are available with the HubSpot and Microsoft Teams integration?

You can receive HubSpot notifications in Teams, share and update contacts, deals, and tasks within Teams channels, and collaborate on CRM data in real-time without leaving Microsoft Teams.

How do I set up the HubSpot integration in Microsoft Teams?

Simply install the HubSpot app from the Microsoft Teams app store, authenticate your HubSpot account, and configure the notifications and permissions to start syncing data between the two platforms.

Can I customize which HubSpot notifications appear in Microsoft Teams?

Yes, you can tailor notification settings to receive updates on specific deals, contacts, tasks, or marketing events relevant to your team directly within Teams channels or chats.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses secure APIs and adheres to industry-standard data protection protocols to ensure your CRM and communication data remain safe and compliant.

Does this integration support mobile use on Microsoft Teams app?

Yes, all features of the HubSpot and Microsoft Teams integration are fully accessible on the Microsoft Teams mobile app, allowing your team to stay connected on the go.

Built by folks who built

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