HubSpot, the inbound marketing platform, and Microsoft Teams, an online tool for efficient teamwork.
The integration of HubSpot and Microsoft Teams significantly changes the speed of business operations!
Benefits and Automation Examples of Integrating Microsoft Teams with Notion
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, a customer center that handles a lot of customer information would want to keep track of customer information in a timely manner. By integrating HubSpot and 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 feature in Microsoft Teams to check members' availability and propose meeting times.
This allows you to proceed with deals without spending time and effort on 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 leakage 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 and 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 from anywhere!
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Moreover, using Yoom's templates makes automation even easier!
There might be templates for the apps you always use! Please check them out!
Template List
Now, we have listed the benefits and automation examples of 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.
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