
Microsoft Teams
Use Microsoft Teams and HubSpot for meetings, conversations, and more!
必要な条件
HubSpotエディション HubSpotアカウント権限 権限は不要です Microsoft Teamsの契約内容 - プラン:Free (no commitment)、またはMicrosoft 365 Business Basic、またはMicrosoft 365 Business Standard、またはOffice 365 E3
概要
1/8
Sales, marketing, and services are all about building relationships -- but it can be difficult to form those relationships when a rep spends precious time completing menial tasks. In fact, a report from HubSpot Research found that sales reps spend up to a quarter of their day on tasks like writing emails and data entry.
Software should exist to help minimize that time spent, not create extra steps. HubSpot's integration for Microsoft Teams aims to do just that.
Integrate with HubSpot Meeting Scheduler
Automatically send dial-in and conference call details to your HubSpot prospects. Turn every meeting booked in your HubSpot CRM into a Microsoft Teams meeting.
Sync Microsoft Teams Meeting Recordings and Transcripts to HubSpot
Unify your meeting data in HubSpot through Microsoft Teams meeting recording and transcript sync to HubSpot for coaching and analysis.
Share Notifications
Stay connected to activities in your HubSpot CRM by receiving notifications for chats, reminders, mentions, form submissions, and more within Microsoft Teams. You can even create specialized workflows within HubSpot to customize your notifications.
Manage Conversations
Recieve and reply to your conversation inbox messages from HubSpot directly in your Microsoft Teams channels
Automate with Workflows
Use HubSpot workflows to customize notifications and create new channels in Microsoft Teams.
Create Tasks and Tickets
Stay on top of your work by quickly creating a HubSpot task or ticket right from a Microsoft Teams message.
Associate HubSpot Deals and Companies with Microsoft Teams Channels
Connect Microsoft Teams channels to HubSpot company and deal records to sync activity updates and keep your team in the loop
Have feedback about this integration? Please use this form to submit any suggestions, requests or ideas.
機能

Integrate Microsoft Teams with HubSpot Meetings
Want to check in on a lead or a customer? As a sales or service rep -- there's nothing better than a quick chat over video to get a pulse on what your lead or customer needs from you to succeed. Easily schedule a Microsoft Teams meeting from any contact record to get your video chat on the books.

Get HubSpot Notifications in Microsoft Teams
Get notified in Microsoft Teams when you get assigned a new ticket or when a deal you own closes! By default, you will receive notifications for these types of activities: Assignments, Comments, Follows, Mentions, Overdue Items, Reminders, Replies, Submissions, Views
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Sync Microsoft Teams Meeting Recordings and Transcripts to HubSpot
Preview meetings on associated records and automatically record and transcribe meetings for playback. In the HubSpot index page, you can access a full list of team's meetings, filter meetings by object properties, and search across meetings for key terms.

Customize Teams Notifications through Workflows
Create notification workflows for Microsoft Team to allow you to get notified when your deals change status or when new companies that fit within your territory are added to HubSpot and much more! Note: this feature requires a paid subscription.
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Manage your Conversations in Microsoft Teams
Receive and reply to HubSpot Conversations Inbox Messages directly in Microsoft Teams channels. Note: this feature requires a paid subscription.

Create Workflows to Add Channels to Microsoft Teams
Create a new Microsoft Teams channel when new companies or deals are created that meet a certain set of criteria. Note: this feature requires a paid subscription.
アプリ機能
共有されるデータ
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確認
3.3
221
3.3
221
- 2026年2月24日
HubSpotとの同期が遅すぎて面倒な統合 - 営業には使えない
原理的には非常に面倒である。
HubSpotに電話がかかってくるのは、ある時点からで、それまでは遅すぎる。
例えば、HubSpotで直接電話をかけたり、RingCentralを統合したりすると、通話ウィンドウが直接開いて文書化できますが、なぜTeams統合では、Teamsに電話をかけたときに直接通話データを書き込めるウィンドウがないのでしょうか?
Golze, J.
- 2026年2月23日
会議のために再接続しなければならない。
接続が問題ないときはうまくいくが、ほとんど毎回再接続が必要だ。
統合
オンライン会議を予約すると、ほぼ毎回再接続する
Beckers, R.
価格
Free (no commitment)
$0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
Free (no commitment)
$0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/10/15
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