Microsoft Teams
Use Microsoft Teams and HubSpot for meetings, conversations, and more!
Krav
HubSpot-abonnement HubSpot-kontotillatelser Ingen tillatelse nødvendig Tilgangstype Shared Microsoft Teams-abonnement - Free (no commitment), Microsoft 365 Business Basic, Microsoft 365 Business Standard eller Office 365 E3-abonnementer
Oversikt
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.
Funksjoner
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.
Appfunksjonalitet
Delt data
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Gjennomganger
3,2
227
3,2
227
- 9. april 2026
Frustrating relogin issues overshadow any potential this platform might have
Seems to be missing certain capability
Has potential
The constant reloggiing in is a pain
Weaver, M.
- 7. april 2026
Half-baked integration with limited functionality that pales in comparison to Slack - overly complex setup for minimal results
This has promise but presently is about as basic an integration as you can get. There is limited information and data synced with minimal configuration / customisation available. For example with the webinar integration, you can only sync across name, email, job title and organisation name. What's more if you create a form to sign up for a webinar via HubSpot, if you make any other fields mandatory it fails to sync! Furthermore, if you want to use the approval functionality for the registration to webinars in Teams, this will stop it automatically syncing contacts once they are approved for registration and you are forced to periodically manually sync. The rest of the integration is very hit and miss. So far we have managed to get the HubSpot agent to work in Teams, the aforementioned Webinar sync and the ability to message individuals, however after a lot of effort we are still yet to get the integration to work with channels / teams. Overly complex set up with limited functionality. Compared to Slack it is night and day.
It sometimes works
Limited functionality, limited customisation, very basic integration
MacInnes-Manby, K.
Free (no commitment)
USD 0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
Free (no commitment)
USD 0
Meetings and calling
Chat and collaboration
Productivity apps and services
Security and compliance
* Prissettingen her er kun for illustrasjonsformål. Prisene inkluderer ikke avgifter, insentiver, rabatter eller andre prissettingsvariabler. Kontakt partneren for å få oppdatert og riktig prissettingsinformasjon. HubSpot tar ikke ansvar for denne prissettingsinformasjonen, som gis av våre partnere. Prissetting sist oppdatert: 15.10.2025
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