HubSpot Microsoft Teams
Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.
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HubSpot Microsoft Teams

Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams.

Yoom's HubSpot ＆  Microsoft Teams  are ready to use! Automate tasks instantly—just copy the template!
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■Overview
The workflow "Create a contact in HubSpot when a message with specific conditions is posted in Microsoft Teams" is a business workflow that enables communication automation.
When a message matching the 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 consistency of information.

■Recommended for

  • Sales representatives who are already using Microsoft Teams and HubSpot
  • Marketing professionals who want to automatically manage leads from team communications
  • IT administrators in companies who want to reduce the hassle of data entry and improve operational efficiency
  • Business owners who want to enhance contact management in HubSpot and optimize sales activities

‍
■Benefits of using this template

  • Reduction of manual input: By automatically reflecting important messages from Microsoft Teams in HubSpot, you can save time on data entry.
  • Ensuring data consistency: Automation prevents information leakage and input errors, maintaining accurate contact data.
  • Improvement of operational efficiency: By automatically managing leads, sales and marketing teams can focus on more strategic activities.
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API Actions That can be No-Code
Executable API actions
everything
HubSpot
Microsoft Teams
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
Flowbot triggers
    When a new contact is created
    When a new company is created
    When a new deal is created
    When a contact is created or updated
    When a company is created or updated
    When a deal is created or updated
    Form Submitted
    When a product is created
    When a product is created or updated
    When a deal is updated to the specified stage
    When a record is created in a custom object
    When a custom object record is created or updated
    When an order is created or updated
    When an order is created
    When a ticket is created
    When a ticket is created or updated
    When a Service is created
    When a Service is created or updated
    When a Task is created
    When a note is added to a deal
Flowbot operations
    Create Contact
    Retrieve Contact
    Get Latest Contact IDs
    Update Contact
    Search Contact (Keyword Search)
    Create Company
    Retrieve Company Information
    Retrieve Latest Company ID
    Update Company
    Search Company (Keyword Search)
    Create Deal
    Get Deal Details
    Retrieve Latest Deal ID
    Update Deal
    Search Deals (Keyword)
    Get Contact Custom Properties
    Retrieve Company Custom Properties
    Get Deal Custom Properties
    Get List of Contact IDs
    Get List of Company IDs
    Search Deals (Filter Search)
    Update Contact Custom Property
    Update Company Custom Properties
    Update Deal Custom Properties
    Create Ticket
    Submit Information to Form
    Update Ticket
    Associate Records
    Add Note to Contact
    Get Public URL of File
    Get Custom Object Records
    Create Custom Object Record
    Update Custom Object Record
    Search Custom Object Records
    Retrieve Product
    Create Product
    Update Product
    Search Products (Keyword Search)
    Update Ticket Custom Property
    Add Note to Company
    Add Note to Deal
    Add Note to Ticket
    Add Meeting to Company
    Search multiple contacts (filter criteria)
    Get Ticket Details
    Add Product Item to Deal
    Search Products (Filter Search)
    Get Owner (Representative) Information
    Get List of Owners (Assignees)
    Search Multiple Companies (Filter Conditions)
    Add a Note to a Custom Object Record
    Retrieve Company IDs Associated with a Specific Contact
    Retrieve the Custom Object Record ID Associated with a Specific Deal
    Create user
    Retrieve Service Custom Properties
    Create Meeting Log
    Get ticket custom properties
    Get quote
    Update quote
    Create task
    Delete quote
    Search quotes
    Create form
    Create Call Log
    List tax rates
    Search deals (filter)
    Search fees (filter)
    Search discounts (filter)
    Search quote templates (filter)
    Add signer to quote
    Create Quote
    Get line items for a deal
    Get line item details
    List tasks
    Get task
    Check object associations
    Get user details
    Search users (keyword)
    Search users (filter)
    Get subscription definitions
Flowbot triggers
    When a message is sent to a channel
    When a message is sent to a chat
    When an event is registered in the calendar
    When a message with a file is sent to the channel
    When a reply is posted in a specific message thread
Flowbot operations
    Get List of Teams
    Retrieve Team Members List
    Get List of Channels
    Send Message to Channel
    Send Message to Chat
    List chats
    Create Channel
    Add Members to Private Channel
    Send Message to Channel (Mention in Channel)
    Create Event in Calendar (Deprecated)
    Get User Presence
    Reply to Channel Message
    Create Calendar Event
    Retrieve Folder Information
    Download File
    Add Member to Team
    Retrieve List of Replies to a Specific Message
    Retrieve List of Messages in a Specific Channel
    Retrieve user information
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