{"id":12276,"date":"2022-12-08T17:00:38","date_gmt":"2022-12-08T16:00:38","guid":{"rendered":"https:\/\/nboldapp.com\/?p=12276"},"modified":"2025-05-20T10:32:05","modified_gmt":"2025-05-20T09:32:05","slug":"how-to-integrate-hubspot-and-microsoft-teams","status":"publish","type":"post","link":"https:\/\/nboldapp.com\/fr\/how-to-integrate-hubspot-and-microsoft-teams\/","title":{"rendered":"Comment int\u00e9grer HubSpot et Microsoft Teams"},"content":{"rendered":"

Nowadays digital tools are a part of our everyday work life. CRM, project management and productivity tools, communication platforms \u2013 you name it. The thing is, when there\u2019s too many of them and they\u2019re not synced with each other, instead of adding value and improving our operations they may just create additional headache. In this article we\u2019d like to share with you how you can save yourself and your team lots of time and nerves by integrating HubSpot and Microsoft Teams.<\/p>\n\n\n\n

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Why integrate HubSpot and Microsoft Teams?<\/h2>\n\n\n\n
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It might be obvious, but let\u2019s actually walk through that in detail. We already mentioned the time and nerve factor, but there\u2019s much more to that.<\/p>\n\n\n\n

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Better cross-team alignment<\/h3>\n\n\n\n

Isn\u2019t it better when the information comes to you directly instead of you searching for it or pinging someone (and then waiting for their reply)? Everyone is on the same page about important record updates because with the integration they appear directly in Teams.<\/p>\n\n\n\n

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Reduced license costs<\/h3>\n\n\n\n

CRMs are expensive, so most of the time only salespeople and some individual members of other departments (marketing, customer success) have access to it. The problem is that it\u2019s not just sales who need to know the details about a new deal or a customer.<\/p>\n\n\n\n

By integrating HubSpot and Microsoft Teams you can make sure that key record details will appear as cards in Teams, making it accessible for every team member, no matter if they have HubSpot license.<\/p>\n\n\n\n

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Automated daily operations<\/h3>\n\n\n\n

To make sure the rest of the team is on the same page about an important deal or account, sales reps often need to duplicate the information they have in their CRM and then manually share it in Teams or send an email. This mean they loose a lot of time by just forwarding information instead of focusing on their client.<\/p>\n\n\n\n

HubSpot and Teams integration will allow them to only input the data once in their CRM. Then, their teammates will automatically receive their updates in the indicated Teams channel.<\/p>\n\n\n\n

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More organized collaboration process<\/h3>\n\n\n\n

You can set up processes in your organization through Teams and HubSpot integration that your team will follow. It will help you add structure and consistency to your sales process.<\/p>\n\n\n\n

Depending on the size of the deal or the change of its stage, your team will take a set of different actions \u2013 add a new channel, create specific tasks, send a follow-up email. etc. So, by giving them this information in an organized way they will have a clearer idea on what steps to take next without any confusion.<\/p>\n\n\n\n

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Microsoft Teams and HubSpot integration possibilities<\/h2>\n\n\n\n
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There are several ways you can integrate HubSpot with Microsoft Teams that we will cover in this blog post.<\/p>\n\n\n\n

First, let\u2019s go through some native integration capabilities.<\/p>\n\n\n\n

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Int\u00e9gration native<\/h3>\n\n\n\n

Notifications<\/em><\/h4>\n\n\n\n

When you integrate Microsoft Teams et HubSpot<\/a>, by default you can receive notifications in Teams about HubSpot assignments, comments, mentions, reminders, submissions and views. <\/p>\n\n\n\n

\"Microsoft
HubSpot Knowledge Base<\/a><\/figcaption><\/figure>\n\n\n\n

You can also add the action \u2018Microsoft Teams notification\u2019 to HubSpot workflows to update your team about contacts, companies, deals, tickets or quotes. Users will see record details in Teams and respond accordingly.<\/p>\n\n\n\n

For example, you may want your marketing and teams to be notified whenever there is a new deal so that they could collaborate on preparing all the needed resources to close the deal. You can also set up notifications to alert customer success teams when it\u2019s a closed one so that they could immediately start the conversation with a new customer.<\/p>\n\n\n\n

These are just a few examples, but you can apply the same logic to any internal need. That can be a notification about a form submission, a specific page view or a reply. You can also choose to set up reminders to follow up with a contact.<\/p>\n\n\n\n

Additionally, you can customize your notifications to get automatic updates when record information changes (e.g., deal stage or amount), or when a deal appears that fits your sales territory. Note that this feature requires a paid subscription.<\/p>\n\n\n\n

In this way, you can make sure everyone is on the same page and aligned on how to proceed.<\/p>\n\n\n\n

\"HubSpot
HubSpot Blog<\/figcaption><\/figure>\n\n\n\n
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R\u00e9unions<\/h4>\n\n\n\n

With the native integration you can schedule a Microsoft Teams meeting with your contacts directly from HubSpot. Follow up on a prospect or schedule meetings with existing customers without the need to toggle between the platforms.<\/p>\n\n\n\n

\"R\u00e9unions
Place de march\u00e9 HubSpot<\/a><\/figcaption><\/figure>\n\n\n\n
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Creating channels<\/h4>\n\n\n\n

You can also set up a workflow in HubSpot that would trigger creation of a new channel within a specified team. That can be useful for sales teams that would like to collaborate on closing a deal in a dedicated space to have focused conversations.<\/p>\n\n\n\n

The same can apply for customer success teams. Whenever a deal is closed, you may want to create a channel per customer where they could work together on providing the best customer service.<\/p>\n\n\n\n

To set up the integration, you will need to open the Microsoft Teams centre administratif<\/a> and in the Apps section find HubSpot and make sure its status is set to Allowed.<\/p>\n\n\n\n

On the HubSpot side, open the Marketplace, search for Teams and click on Install App.<\/p>\n\n\n\n

Head over here<\/a> for detailed instructions on how to integrate Microsoft Teams and HubSpot.<\/p>\n\n\n\n

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How to integrate Microsoft Teams and HubSpot with nBold<\/h2>\n\n\n\n
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You may want to have a deeper integration between Microsoft Teams and HubSpot to create a seamless cross-tool experience. nBold allows you to do just that at scale. Let\u2019s walk through some scenarios to understand how  you can apply this integration.<\/p>\n\n\n\n

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Deal collaboration<\/h3>\n\n\n\n

nBold allows you to create your own digital deal rooms in Microsoft Teams that will contain all the data and tools you need to successfully collaborate on deals created in HubSpot.<\/p>\n\n\n\n

Here\u2019s how it works.<\/p>\n\n\n\n

Using nBold, build a Collaboration Template in Microsoft Teams for working on deals.<\/p>\n\n\n\n

Create channels that represent collaboration topics or deal stages. For example:<\/p>\n\n\n\n