Create a ticket in HubSpot when a message is sent in Microsoft Teams
Create a ticket in HubSpot when a message is sent in Microsoft Teams
Launch this workflow to connect
HubSpot &
Microsoft Teams
!
■Overview
Have customer inquiries or internal requests in Microsoft Teams ever gotten buried under other messages, delaying your response? Manually transferring the details to HubSpot and creating tickets is time-consuming and prone to input errors. With this workflow, a HubSpot ticket is automatically created whenever a message is posted in a specific Microsoft Teams channel, helping you prevent missed requests and respond to customers faster.
■Who This Template Is For
- Teams that use Microsoft Teams as a customer support channel and manage cases in HubSpot
- Information systems teams looking to streamline internal inquiry handling and eliminate missed responses
- Team leaders whose teams spend too much time manually creating tickets and are unable to focus on their core work
■Benefits of This Template
- Automatically create HubSpot tickets based on Microsoft Teams messages to eliminate manual data entry, reduce ticket creation effort, and save time.
- Prevent missed messages and uncreated tickets, eliminate human errors such as data entry mistakes, and improve response quality.
■Workflow Steps
- First, connect Microsoft Teams and HubSpot to Yoom.
- Next, select Microsoft Teams as the trigger and set the action to “When a message is sent to a channel.”
- Finally, select HubSpot as the operation, set the action to “Create a ticket,” and map the message content and other details retrieved by the trigger to the ticket fields.
※ “Trigger”: An action that starts the workflow. “Operation”: An action that processes data in the workflow after the trigger runs.
■Customization Options
■Customization Options
- In the Microsoft Teams trigger settings, specify the team ID and channel ID you want to monitor for notifications.
- When creating a ticket in HubSpot, freely map information retrieved from Microsoft Teams to fields such as the ticket subject, details, and assignee.
■Notes
- Connect both Microsoft Teams and HubSpot to Yoom.
- You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes.
- Note that the shortest available trigger interval varies by plan.
- Microsoft365 (formerly Office365) offers home and business plans (Microsoft365 Business). Authentication may fail if you are not subscribed to a business plan.
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Templates using
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About the apps you use
HubSpot
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No-Code API Actions
Executable API actions
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
When a Form Is 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 Record in a Custom Object 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 Record Is Created
When a Service Record Is Created or Updated
Flowbot operations
Get Latest Contact IDs
Get Latest Company IDs
Get Latest Deal IDs
Submit Data to Form
Create Form
Get Tax Rate List
Get Object Associations
Create Association Between Custom Objects
Create Record Association Between Ticket and Custom Object
Get List of Inbox Threads
Download Export File
Create Custom Object Record (Associate with Deal Record)
Create Contact
Get Contact
Update Contact
Search Contacts (Keyword Search)
Get Contact Custom Properties
Get a List of Contact IDs
Flowbot triggers
When a New Contact Is CreatedWhen a New Company Is CreatedWhen a New Deal Is CreatedWhen a Contact Is Created or UpdatedWhen a Company Is Created or UpdatedWhen a Deal Is Created or UpdatedWhen a Form Is SubmittedWhen a Product Is CreatedWhen a Product Is Created or UpdatedWhen a Deal Is Updated to the Specified StageWhen a Record Is Created in a Custom ObjectWhen a Record in a Custom Object Is Created or UpdatedWhen an Order Is Created or UpdatedWhen an Order Is CreatedWhen a Ticket Is CreatedWhen a Ticket Is Created or UpdatedWhen a Service Record Is CreatedWhen a Service Record Is Created or UpdatedWhen a Task Is CreatedWhen a Note Is Added to a DealWhen a Message in the Specified Thread Receives a Reply
Flowbot operations
Get Latest Contact IDsGet Latest Company IDsGet Latest Deal IDsSubmit Data to FormCreate FormGet Tax Rate ListGet Object AssociationsCreate Association Between Custom ObjectsCreate Record Association Between Ticket and Custom ObjectGet List of Inbox ThreadsDownload Export FileCreate Custom Object Record (Associate with Deal Record)Create ContactGet ContactUpdate ContactSearch Contacts (Keyword Search)Get Contact Custom PropertiesGet a List of Contact IDsUpdate a Contact Custom PropertyAdd a Note to a ContactSearch Multiple Contacts (and Criteria)Get Company IDs Associated with a Specific ContactRetrieve a List of Notes Associated with a ContactCreate TaskRetrieve a List of TasksRetrieve a TaskCreate CompanyGet Company InformationUpdate CompanySearch Companies (Keyword Search)Get Company Custom PropertiesGet a List of Company IDsUpdate Company Custom PropertyAdd Note to CompanyAdd Meeting to CompanySearch Multiple Companies (Filter Criteria)Create DealRetrieve Deal InformationUpdate DealSearch Deals (Keyword Search)Retrieve Deal Custom PropertiesSearch Deals (Filter Search)Update Deal Custom PropertyAdd Note to DealAdd Line Item to DealRetrieve Deal Line ItemsRetrieve Custom Object RecordCreate Custom Object RecordUpdate Custom Object RecordSearch Custom Object Records (Keyword Search)Add Note to Custom Object RecordRetrieve Custom Object Record IDs Associated with Specific DealSearch Custom Object Records (Filter Search)Create TicketUpdate TicketUpdate Ticket Custom PropertyAdd Note to TicketRetrieve Ticket DetailsRetrieve Ticket Custom PropertiesSearch Multiple Tickets (Filter Criteria)Retrieve ProductCreate ProductUpdate ProductSearch Products (Keyword Search)Search Products (Filter Search)Get QuoteUpdate QuoteDelete QuoteSearch QuotesSearch Quote Templates (Filter Search)Add Signer to QuoteCreate QuoteGet User InformationSearch Users (Keyword Search)Search Users (Filter Search)Create UserGet Pipeline StagesGet Pipeline StageGet List of OwnersGet Owner InformationGet Export Task Status and File URLRun CRM Data Export TaskGet Line Item DetailsGet Line Item Custom PropertiesAssociate RecordsGet Public URL for FileGet Subscription DefinitionsCreate Call LogSearch Line Items (Filter Search)Search Fees (Filter Search)Search Discounts (Filter Search)Create Meeting LogRetrieve Service Custom PropertiesAssociate a Custom Object Record with a ContactCreate OrderRetrieve OrdersUpdate OrderRetrieve OrderUpload a File to a Specified FolderSearch Multiple Contacts (or Criteria)
Flowbot triggers
When a Message Is Sent to a ChannelWhen a Message Is Sent to a ChatWhen an Event Is Added to the CalendarWhen a Message with a File Is Sent to the ChannelWhen a Reply Is Posted in a Specific Message Thread
Flowbot operations
Get TeamsGet Team MembersGet Channel ListPost a Message to a ChannelSend Message to ChatRetrieve a List of ChatsCreate ChannelPost a Message to a Channel (Mention a Channel)Get User PresenceReply to a Message Posted to a ChannelCreate a Calendar EventGet Folder InformationDownload FileAdd Member to TeamGet Replies to a Specific MessageGet Messages in a Specific ChannelGet User InformationUpdate Calendar EventGet Events[For Next Page Link] Get EventsCreate a TeamDownload Meeting Recording DataGet Meeting InformationGet Meeting Recording ListRequest ApprovalGet Approval ListCancel ApprovalRetrieve a Message in a Specific ChannelMore inspiration for you
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