Logo - Full (Color)

构建

Microsoft Teams

Microsoft Teams-icon
App

Microsoft Teams

HubSpot 认证应用程序

Use Microsoft Teams and HubSpot for meetings, conversations, and more!

构建者
HubSpot
安装
6万 次安装
评分

3.2

(227)

登录以进行安装需要 Microsoft Teams 订阅

要求

HubSpot 计划
HubSpot 帐户权限
无需权限
访问类型
Shared
Microsoft Teams 订阅
Free (no commitment)Microsoft 365 Business BasicMicrosoft 365 Business StandardOffice 365 E3 计划

概览

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.

功能

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

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.

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.

应用程序功能

共享数据
数据源
同步方向
在 HubSpot 中
在 HubSpot 中

Direct Message

通知

通知

Messages

对话

对话

评论

平均评分

3.2

根据 227 个评分


总审查数

227

历来审查数


5
32% 完成
32%
4
19% 完成
19%
3
12% 完成
12%
2
16% 完成
16%
1
21% 完成
21%

平均评分

3.2

根据 227 个评分

总审查数

227

历来审查数

5
32% 完成
32%
4
19% 完成
19%
3
12% 完成
12%
2
16% 完成
16%
1
21% 完成
21%

过滤评论:

排序:


2/5
    2026年4月9日

令人沮丧的重新登录问题掩盖了该平台可能具有的任何潜力

似乎缺少某些功能

你喜欢什么?

有潜力

你不喜欢什么?

不断重新登录很麻烦

  • Weaver, M.

已翻译 from English。查看original 文本

2/5
    2026年4月7日

半生不熟的集成,功能有限,与 Slack 相比相形见绌--过于复杂的设置,效果甚微

该功能前景广阔,但目前只是最基本的集成。同步的信息和数据有限,可用的配置/自定义功能也极少。例如,通过网络研讨会集成,您只能同步姓名、电子邮件、职位和组织名称。此外,如果你通过 HubSpot 创建一个注册网络研讨会的表单,如果你将任何其他字段设置为必填字段,则无法同步!此外,如果你想在团队中使用批准功能来注册网络研讨会,一旦联系人注册获得批准,它就会停止自动同步,你不得不定期手动同步。 集成的其他部分也时好时坏。到目前为止,我们已经成功地让 HubSpot 代理在团队中工作,实现了前面提到的网络研讨会同步和向个人发送消息的功能,但经过一番努力,我们仍然无法让集成在渠道/团队中工作。设置过于复杂,功能有限。与 Slack 相比,简直是天壤之别。

你喜欢什么?

有时能起作用

你不喜欢什么?

有限的功能、有限的定制、非常基本的集成

  • MacInnes-Manby, K.

已翻译 from English。查看original 文本

此应用程序需要以下其中一个 Microsoft Teams 订阅计划。

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

* 此处的定价仅供展示。所有价格均不包含税、奖励、折扣或其他定价变量。你应联系合作伙伴以获取最新的正确定价信息。HubSpot 对合作伙伴所提供的定价信息不承担任何责任。上次更新定价时间:2025/10/15

更多信息

构建者
HubSpot
安装
6万 次安装
类别
应用程序可用的语言
英语

最热门

HubSpot solutions partner illustration
需要更多帮助吗?

在 HubSpot 解决方案合作伙伴的帮助下构建定制解决方案。

连接 HubSpot 解决方案合作伙伴,满足任何业务需求。浏览推荐,聘请合适的合作伙伴,启动你的项目。