
Microsoft Teams
Use Microsoft Teams and HubSpot for meetings, conversations, and more!
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 Basic、Microsoft 365 Business Standard或Office 365 E3 计划
概览
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.
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
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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.
应用程序功能
共享数据
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评论
3.2
227
3.2
227
- 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
有潜力
不断重新登录很麻烦
Weaver, M.
- 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。
有时能起作用
有限的功能、有限的定制、非常基本的集成
MacInnes-Manby, K.
定价
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
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