Microsoft Outlook
HubSpot

Microsoft Outlook and Hubspot Integration

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

Explore Triggers and Actions

New Attachment Received (Instant)
Trigger new event when a new email containing one or more attachments arrives in a specified Microsoft Outlook folder.
New Contact Event (Instant)
Trigger new event when a new Contact is created
New Email Event (Instant)
Trigger new event when an email is received in specified folders.
Get Associated Meetings
Retrieves meetings associated with a specific object with optional time filtering.
Get Company
Gets a company.
Get Contact
Gets a contact.
Enroll Contact Into Workflow
Add a contact to a workflow. Only available for certain accounts.
Create Task
Create a new task.
Create Ticket
Create a ticket in Hubspot.
Create or Update Contact
Create or update a contact in Hubspot.
Create Lead
Create a lead in Hubspot.
Create Meeting
Creates a new meeting with optional associations.

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 Microsoft Outlook and Hubspot?

The Microsoft Outlook and HubSpot integration empowers your team to effortlessly sync emails, track customer interactions, and manage contacts without leaving your inbox. Automatically log emails to HubSpot CRM, schedule meetings, and access contact insights directly within Outlook. This integration enhances productivity by unifying communication and customer data, enabling smarter, faster decision-making.

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

Frequently asked questions

How do I connect Microsoft Outlook with HubSpot?

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

Can I track email opens and clicks from Outlook in HubSpot?

Yes, the integration allows you to track email opens, clicks, and replies directly from Outlook. These engagement metrics are automatically logged in HubSpot, giving you real-time insights into your communication effectiveness.

Will my Outlook calendar sync with HubSpot meetings?

Absolutely. Your Outlook calendar syncs with HubSpot meetings, enabling you to schedule and manage appointments seamlessly. This ensures your availability is always up-to-date and visible to your contacts when booking meetings.

Are my emails automatically logged in HubSpot CRM?

You can choose to automatically log emails or manually select which emails to log. This flexibility helps you keep your CRM organized while ensuring important communications are captured for your sales and marketing teams.

Is the Outlook and HubSpot integration secure?

Yes, the integration uses secure authentication protocols and complies with industry standards to protect your data. HubSpot and Microsoft prioritize your privacy and security to ensure your information remains safe.

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