[No Code Required] How to Automatically Integrate Microsoft Teams Data with HubSpot

Let's Create a Microsoft Teams and HubSpot Integration Flow

Now, let's create a flow that integrates Microsoft Teams with HubSpot!

This time, we will use Yoom to proceed with the integration of Microsoft Teams and HubSpot without any coding. If you do not have a Yoom account yet, please issue one from this registration form.

[What is Yoom]

This time, we will create a flow bot that transfers data to HubSpot when a message with specific conditions is posted on Microsoft Teams!

The creation process is broadly divided into the following steps.

• Integrate Microsoft Teams and HubSpot with My Apps
• Copy the template
• Set triggers in Microsoft Teams and actions in HubSpot
• Set the trigger to ON and complete the preparation for flow operation

Step 1: Integrate My App

Integrating My App first will make the subsequent settings proceed smoothly.
First, we will integrate your current Microsoft Teams with Yoom.
Select My App → Add from the left side of the Yoom page.

Search for Microsoft Teams.
When the sign-in screen appears, please enter your email address and password.

*Microsoft 365 (formerly Office 365) has both a home plan and a general business plan (Microsoft 365 Business), and there is a possibility of authentication failure if you are not subscribed to the general business plan.

Next, integrate with HubSpot.
Please register or log in from the screen below.
If you do not have permission, please refer to How to Register My App in HubSpot.

Once the connection between Microsoft Teams and HubSpot is complete and displayed in My App, it is OK.

Step 2: Copy the Template

From here, we will create the flow.
Open the template page and click 'Try This Template'.

As you proceed, the template will automatically be copied to your workspace, and the following screen will be displayed.

Select OK and proceed to the next step.
The template will be saved in My Projects.
You can change the template name if necessary.
Click on My Projects on the left to display the template you just copied.
Click the ellipsis (...) on the right and select Edit.

Step 3: Set up a trigger in Microsoft Teams

Now, let's set up the app trigger.
Select "When a message is sent to the channel".

Feel free to change the title.
Check the account information you just linked and proceed without changing the trigger action.
Please enter the required fields.

This setting determines how many minutes after a message is posted in a Microsoft Teams channel the trigger will activate.

• Trigger interval: The selection options for the activation interval vary depending on your plan.
• Team ID & Channel ID: Click the relevant field to display a menu. Click the red-framed option and select the channel from the displayed options.

Here, make a test post to the channel you specified earlier.
The red frame contains the word you want to set in the branching flow later.
(The flow will only proceed with posts containing this word.)

Return to the flow bot and click Test.
If the integration is successful, the message content will be displayed in the retrieved value at the bottom of the screen.
By quoting these retrieved values during the subsequent action setup, you can achieve data integration between Microsoft Teams and HubSpot!

About Retrieved value | Yoom Help Center
Once you've done this, save your work.

Step 4: Set up data extraction from text

Next, click "Extract data from text".

Please check the account information here as well.
Select the conversion type from the options below and proceed.
Note that tasks within parentheses will be consumed.
About counting "Number of task executions"

The items are already set. Test without making changes. If you'd like to extract more items, please enter item names in the "Items to Extract" box.

Once the extraction results are displayed in the retrieved value, save them.

Step 5: Set up branching

Next, to proceed with the flow only when the specified word is included, click "Command Operation".

This is also pre-configured, so if there are no issues with the branch condition, save it.
This time, the flow will proceed only if the message content includes "Contact in HubSpot".

・Branching is a feature (operation) available on some paid plans.
In other cases, the operation of the flow bot you have set will result in an error, so please be careful.
・Some paid plans offer a 2-week free trial.
During the free trial, you can use restricted apps and features (operations).

Step 6: Set up creating a contact in HubSpot

Next, to set up creating a contact in HubSpot using the items extracted from the Microsoft Teams message content, click "Create Contact".

Check the linked account information and proceed.
Set up the items.

※ The items selected from the output are displayed in a red frame.
This indicates that the value is being quoted, allowing you to use the value obtained by the trigger as is.
If you enter fixed text here, it will be registered for that every time, so be sure to select the items obtained from the trigger from the retrieved value.

Select the lifecycle stage and lead status from the options.

Once the setup is complete, test and save.
※ Please note that testing will create a contact in HubSpot.

Let's check HubSpot.

It has been successfully registered.

Step 7: Turn on the trigger to complete the setup

When the following image is displayed, turn on the trigger.
With this, all settings are complete, so let's check if a contact is created in HubSpot when a message with specific conditions is posted in Microsoft Teams.

This concludes the method for "Creating a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams".

If you want to integrate HubSpot data with Microsoft Teams

This time, we introduced how to integrate data from Microsoft Teams to HubSpot, but if you want to integrate data from HubSpot to Microsoft Teams, please also use the following template.

Notify Microsoft Teams when a contact is created or updated in HubSpot

Automatic notifications of contact creation and updates can help prevent oversights.

Notify Microsoft Teams when a deal is closed in HubSpot

After closing a deal, you want to quickly follow up, right?
With this flow, you will be automatically notified when a deal is closed, allowing subsequent tasks to proceed smoothly.

Other Automation Examples Using Microsoft Teams and HubSpot APIs

By leveraging the APIs of Microsoft Teams and HubSpot, various automations can be achieved!
How about the following automations, for example?

Automation Examples Using Microsoft Teams

By notifying Microsoft Teams of data additions and updates, you can reduce data omissions and improve response speed!

Examples of Automation with HubSpot

You can add data to HubSpot, notify other apps of data added to HubSpot, and transfer data to other applications!

‍

Conclusion

By integrating Microsoft Teams data with HubSpot, it becomes easier to add data exchanged in chats to HubSpot, potentially reducing data omissions more than ever before!
This also reduces the effort and burden of data entry, increasing the likelihood of working efficiently!

Moreover, the key point of this integration is that it can be achieved without programming knowledge!
Yoom is packed with such automation ideas, which might make your daily workflows even simpler.

It's easy to implement even for beginners in app integration, so register with Yoom now and start implementing automation!

‍