Pre-built teams for key HubSpot records

Translate your sales playbook into your own Collaboration Templates for any sales collaboration scenario – sales deal, key account, customer success, and others. Add all required data – from channel structure and documents to integrated apps. You can use these templates to automatically create teams for relevant HubSpot records.

Deal Rooms for relevant Opportunities

Get ready-to-go fully equipped Deal Rooms in Microsoft Teams whenever a relevant Opportunity appears in HubSpot. Set up filters such as Opportunity stage and Deal Amount to trigger automatic team creation and start collaborating straight away – having everything you need to successfully work on a deal already in place.

Key Account Rooms for major Companies

Collaborate on your major accounts through Key Account Rooms in Microsoft Teams. Get channels for all deals associated with the Company, receive automatic notifications about important changes in the Company’s records, and work together with your team on the account matters from one location.

Teams notifications about record updates

Your Digital Sales Rooms are live – they reflect all important changes happening in HubSpot. So, whenever a key event occurs in your CRM – e.g. Opportunity Stage or Deal Amount change - your team members will be automatically notified, allowing them to always be in the loop about important HubSpot updates even without respective licenses.

Cross-team alignment

Digital Sales Rooms bring together sales reps and members of other teams working on the same deal or account. Due to seamless integration of Teams and HubSpot, everyone is updated on key events happening in the CRM through Teams notifications and always know what to do, having all key data, tasks, and tools readily available.