
Microsoft Teams
Use Microsoft Teams and HubSpot for meetings, conversations, and more!
요구 사항
HubSpot 요금제 HubSpot 계정 권한 권한이 필요하지 않음 액세스 유형 Shared Microsoft Teams 구독 - Free (no commitment), Microsoft 365 Business Basic, Microsoft 365 Business Standard 또는 Office 365 E3 플랜
개요
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.
기능

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.
앱 기능
공유 데이터
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리뷰
3.2
227
3.2
227
- 2026년 4월 9일
실망스러운 재로그인 문제로 인해 이 플랫폼의 잠재력이 가려집니다.
특정 기능이 누락된 것 같습니다.
잠재력 있음
계속 재로그인해야 하는 번거로움
Weaver, M.
- 2026년 4월 7일
Slack에 비해 기능이 제한적인 반쪽짜리 통합 - 최소한의 결과를 위한 지나치게 복잡한 설정
잠재력은 있지만 현재로서는 기본적인 통합 기능에 불과합니다. 최소한의 구성/사용자 지정으로 동기화할 수 있는 정보 및 데이터가 제한되어 있습니다. 예를 들어 웨비나 통합의 경우 이름, 이메일, 직책 및 조직 이름만 동기화할 수 있습니다. 또한 HubSpot을 통해 웨비나에 등록하는 양식을 만들 때 다른 필드를 필수로 설정하면 동기화에 실패합니다! 또한 Teams에서 웨비나 등록에 대한 승인 기능을 사용하려는 경우 등록이 승인되면 연락처의 자동 동기화가 중지되고 주기적으로 수동으로 동기화해야 합니다. 나머지 통합은 매우 성공과 실패를 반복하고 있습니다. 지금까지 HubSpot 에이전트가 Teams에서 작동하도록 하고, 앞서 언급한 웹 세미나 동기화 및 개인에게 메시지를 보낼 수 있는 기능을 제공했지만, 많은 노력 끝에 아직 채널/팀과 통합할 수 있는 기능을 얻지 못했습니다. 제한된 기능으로 지나치게 복잡한 설정. Slack과 비교하면 밤낮이 바뀝니다.
가끔 작동합니다.
제한된 기능, 제한된 사용자 지정, 매우 기본적인 통합
MacInnes-Manby, K.
가격 책정
Free (no commitment)
US$0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
Free (no commitment)
US$0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
* 여기에 표시된 가격은 표시 목적으로만 사용됩니다. 모든 가격에는 세금, 인센티브, 할인 또는 기타 가격 변수가 포함되어 있지 않습니다. 가장 최신의 정확한 가격 정보를 알고 싶다면 파트너에게 연락해야 합니다. HubSpot은 파트너가 제공하는 이 가격 정보에 대해 어떠한 책임도 지지 않습니다. 마지막 가격 업데이트 날짜: 2025.10.15.
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