Have you ever wanted to add specific data exchanged in Microsoft Teams to HubSpot? This is a necessary flow to visualize customer data and interactions, but when this happens frequently, data might be missed, or message logs might get lost, making it difficult to find the necessary data.
The solution to this problem is the API integration between Microsoft Teams and HubSpot. By utilizing the API, you can automatically add necessary information to HubSpot based on message data from Microsoft Teams!
In this article, we will introduce the automation flow that can be achieved by integrating Microsoft Teams and HubSpot. If you are considering improving work efficiency, be sure to check it out!
For those who want to try it quickly
By using Yoom, you can easily integrate Microsoft Teams and HubSpot without any coding.
Yoom provides templates for integrating Microsoft Teams and HubSpot, so even without API knowledge, you can achieve integration immediately just by registering.
Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.
■Overview The workflow 'Create a contact in HubSpot when a specific condition message is posted in Microsoft Teams' is a business workflow that automates communication. When a message matching specified conditions is posted in Microsoft Teams, a contact is automatically created in HubSpot, contributing to the efficiency of sales and marketing. This reduces the need for manual data entry and maintains information consistency.
■Recommended for: ・Sales personnel already using Microsoft Teams and HubSpot ・Marketing personnel who want to automatically manage leads from team communication ・IT administrators in companies who want to reduce data entry burden and improve work efficiency ・Business owners who want to enhance contact management in HubSpot and optimize sales activities
■Cautions: ・Connect Yoom with both Microsoft Teams and HubSpot. ・There are individual and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail.
What You Can Do by Integrating Microsoft Teams and HubSpot
By integrating the APIs of Microsoft Teams and HubSpot, you can automatically sync data from Microsoft Teams to HubSpot!
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration between Microsoft Teams and HubSpot. Registration takes just 30 seconds, so feel free to give it a try!
Create a Contact in HubSpot When a Message with Specific Conditions is Posted in Microsoft Teams
You can create a contact only when a message with specific conditions is received, saving you the trouble of searching for messages related to contact creation.
Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.
■Overview The workflow 'Create a contact in HubSpot when a specific condition message is posted in Microsoft Teams' is a business workflow that automates communication. When a message matching specified conditions is posted in Microsoft Teams, a contact is automatically created in HubSpot, contributing to the efficiency of sales and marketing. This reduces the need for manual data entry and maintains information consistency.
■Recommended for: ・Sales personnel already using Microsoft Teams and HubSpot ・Marketing personnel who want to automatically manage leads from team communication ・IT administrators in companies who want to reduce data entry burden and improve work efficiency ・Business owners who want to enhance contact management in HubSpot and optimize sales activities
■Cautions: ・Connect Yoom with both Microsoft Teams and HubSpot. ・There are individual and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail.
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
Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.
■Overview The workflow 'Create a contact in HubSpot when a specific condition message is posted in Microsoft Teams' is a business workflow that automates communication. When a message matching specified conditions is posted in Microsoft Teams, a contact is automatically created in HubSpot, contributing to the efficiency of sales and marketing. This reduces the need for manual data entry and maintains information consistency.
■Recommended for: ・Sales personnel already using Microsoft Teams and HubSpot ・Marketing personnel who want to automatically manage leads from team communication ・IT administrators in companies who want to reduce data entry burden and improve work efficiency ・Business owners who want to enhance contact management in HubSpot and optimize sales activities
■Cautions: ・Connect Yoom with both Microsoft Teams and HubSpot. ・There are individual and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail.
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'.
Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.
■Overview The workflow 'Create a contact in HubSpot when a specific condition message is posted in Microsoft Teams' is a business workflow that automates communication. When a message matching specified conditions is posted in Microsoft Teams, a contact is automatically created in HubSpot, contributing to the efficiency of sales and marketing. This reduces the need for manual data entry and maintains information consistency.
■Recommended for: ・Sales personnel already using Microsoft Teams and HubSpot ・Marketing personnel who want to automatically manage leads from team communication ・IT administrators in companies who want to reduce data entry burden and improve work efficiency ・Business owners who want to enhance contact management in HubSpot and optimize sales activities
■Cautions: ・Connect Yoom with both Microsoft Teams and HubSpot. ・There are individual and general business plans (Microsoft365 Business) for Microsoft365 (formerly Office365), and if you are not subscribed to the general business plan, authentication may fail.
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!
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.
When a contact is created or updated in HubSpot, notify Microsoft Teams.
■Overview The "Notify Microsoft Teams when a contact is created or updated in HubSpot" flow is a business workflow that facilitates smooth information sharing within the sales team. When a new contact is added or existing contact information is updated in HubSpot, a notification is automatically sent to Microsoft Teams. This allows all team members to be aware of the latest customer information in real-time, enabling quick responses and strategic planning. Leverage the integration between HubSpot and Microsoft Teams to achieve efficient information sharing.
■Recommended for ・Sales representatives managing customers using HubSpot ・Managers looking to enhance team communication within Microsoft Teams ・Business owners wanting to automate sales processes through HubSpot and Teams integration ・Those who want to share updated customer information in real-time to enhance team responsiveness
■Notes ・Please integrate both HubSpot and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both home and general business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the general business plan.
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.
Notify Microsoft Teams when a deal is closed in HubSpot.
■Overview The "Notify Microsoft Teams when a HubSpot deal is closed" workflow facilitates communication within the sales team and shares deal progress in real-time. By leveraging the integration between HubSpot and Microsoft Teams, it quickly informs the entire team of important deal closures, enabling swift responses and strengthening team collaboration.
■Recommended for ・Sales representatives managing deals using HubSpot ・Managers looking to enhance team communication via Microsoft Teams ・IT personnel in companies aiming to automate information sharing upon deal closure and improve operational efficiency ・Executives wanting to visualize sales team achievements in real-time and boost motivation
■Notes ・Please integrate both HubSpot and Microsoft Teams with Yoom. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and authentication may fail if you are not subscribed to the business plan.
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!
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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!
[[86672,84658,157112,,85428,87622]]
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.
I have gained approximately three years of experience in the financial sector since graduating. Due to the nature of the industry, there were many manual tasks, and I often thought that automating them would allow us to focus on other work. It was during this time that I discovered Yoom. As I write blogs, I am continually impressed by the convenience of Yoom. I strive to maintain a clear and understandable structure.
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