Microsoft Teams and HubSpot Integration

Explore Triggers and Actions

New Channel Message

Trigger new event when a new message is posted in a channel

New Channel

Trigger new event when a new channel is created within a team

New Chat Message

Trigger new event when a new message is received in a chat

New Team Member

Trigger new event when a new member is added to a team

New Chat

Trigger new event when a new chat is created

New Team

Trigger new event when a new team is joined by the authenticated user

Update Lead

Update a lead in Hubspot.

Update Deal

Update a deal in Hubspot.

Update Custom Object

Update a custom object in Hubspot.

Get Meeting

Retrieves a specific meeting by its ID.

Update Contact

Update a contact in Hubspot.

Update Company

Update a company in Hubspot.

Search CRM

Search objects like companies, contacts, deals, etc.

Get File Public URL

Get a publicly available URL for a file uploaded via Hubspot form.

Get Deal

Gets a deal.

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.

What can Ayudo do with Microsoft Teams and Hubspot?

The Microsoft Teams and HubSpot integration empowers your team to access HubSpot CRM data directly within Microsoft Teams. Collaborate on deals, track customer interactions, and manage contacts without switching platforms. This integration enhances communication, accelerates decision-making, and ensures your sales and marketing teams stay aligned and productive.

Frequently asked questions

How do I connect Microsoft Teams with HubSpot?

You can connect Microsoft Teams with HubSpot by installing the HubSpot app from the Microsoft Teams app store and signing in with your HubSpot account. Once connected, you can access HubSpot CRM features directly within Teams channels and chats.

What HubSpot features are available in Microsoft Teams?

Within Microsoft Teams, you can view and update contact records, track deals, receive real-time notifications about customer activity, and collaborate on marketing campaigns using HubSpot data—all without leaving Teams.

Can I receive HubSpot notifications in Microsoft Teams?

Yes, the integration allows you to receive customizable HubSpot notifications in Microsoft Teams, such as new lead alerts, deal stage changes, and task reminders, helping your team stay informed and responsive.

Is the integration secure and compliant with data privacy standards?

Absolutely. The integration uses secure API connections and adheres to Microsoft and HubSpot’s data privacy and security protocols to ensure your customer data remains protected at all times.

Does this integration support team collaboration on sales and marketing projects?

Yes, by bringing HubSpot CRM data into Microsoft Teams, your sales and marketing teams can collaborate more effectively, share insights, and coordinate efforts in real-time, improving overall productivity and customer engagement.

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Microsoft Teams and Hubspot?

Frequently asked questions

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