How to integrate HubSpot with Microsoft Teams to receive a notification in Microsoft Teams when a new contact is created in HubSpot

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

• Those who want to automatically upload files attached to Gmail to Dropbox
• Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
• Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Inbound marketing platform HubSpot and the online tool for efficient teamwork, Microsoft Teams.
The integration of HubSpot and Microsoft Teams significantly changes the speed of business operations!

Benefits of Integrating Microsoft Teams with Notion and Examples of Automation

Benefit 1: Quick Response to Customers!

By integrating HubSpot with Microsoft Teams, you can receive notifications in Microsoft Teams whenever a new contact is created in HubSpot!
For example, customer centers that handle a lot of customer information want to keep track of customer information in a timely manner. By integrating HubSpot with Microsoft Teams, the latest information is shared with all employees from Microsoft Teams, making customer service smoother and improving customer satisfaction!

Benefit 2: Easy Schedule Coordination!

By integrating HubSpot with Microsoft Teams, when a new deal is registered in HubSpot, a meeting schedule is automatically proposed to the project members in Microsoft Teams.
For example, you can use the calendar function of Microsoft Teams to check members' availability and propose meeting times.
This allows you to proceed with negotiations without the time and effort required for schedule coordination!
Additionally, meeting reminders and materials can be automatically shared in advance, allowing participants to prepare for the meeting!

Benefit 3: Unified Information!

Information leaks or discrepancies are common when using multiple apps. "App A says the task is complete, but App B says it's under review!?" This could confuse the team. In such cases, you can integrate HubSpot with Microsoft Teams to unify information!

For example, when a deal is successful, you can set it up so that the stage changes from "In Progress" to "Closed Won" and a notification is automatically sent to Microsoft Teams.
Project members can see the notification and immediately start working.
You can access the same information no matter where you are!

With Yoom, Implementation is Easy Without Code!

Yoom is a next-generation RPA that automates various office tasks.
Hyper-automation, which combines SaaS, OCR, generative AI, and RPA functions, can automate daily office tasks without code!
It may seem difficult, but it's surprisingly easy! You can register for free from the link below!
Free Registration for Yoom‍

Moreover, using Yoom's templates makes automation even easier!
There might be templates for the apps you use regularly! Please check them out!
Template List‍

Now, we have listed the benefits and examples of automation by integrating HubSpot and Microsoft Teams.
Next, we will introduce how to actually integrate HubSpot and Microsoft Teams.
The template we will use this time is "Notify Microsoft Teams when a new contact is created in HubSpot"!
The template is as follows.