Microsoft Office 365 + HubSpot Integration

Connect Microsoft Office 365 to HubSpot in 1 click

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  • Microsoft Office 365
    Calendar event is about to start in Microsoft Office 365
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    Calendar event is ended in Microsoft Office 365
  • Microsoft Office 365
    Email is received in Microsoft Office 365
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    Email is created in Microsoft Office 365
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    Calendar event is created in Microsoft Office 365
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    Calendar event is started in Microsoft Office 365
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    Calendar event is updated in Microsoft Office 365
  • Microsoft Office 365
    Contact is created in Microsoft Office 365
  • Microsoft Office 365
    Contact is updated in Microsoft Office 365
  • HubSpot
    Contact is created in HubSpot
  • HubSpot
    Contact is created in a list in HubSpot
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    Contact is updated in HubSpot
  • HubSpot
    Company is created in HubSpot
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    Company is updated in HubSpot
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    Deal is created in HubSpot
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    Deal stage is changed in HubSpot
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    Deal is updated in HubSpot
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    Task is created in HubSpot
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    Task is updated in HubSpot
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    Task is marked as done in HubSpot
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    Quote is created in HubSpot
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    Quote is created or updated in HubSpot
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    New Line item is created in HubSpot
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    LineItem is created/updated in HubSpot
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    Product is created in HubSpot
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    Product is updated in HubSpot
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    Form is submitted in HubSpot
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    Feedback form is submitted in HubSpot
  • HubSpot
    Email event is created in HubSpot
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    Engagement is created in HubSpot
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    Engagement is created/modified in HubSpot
  • HubSpot
    Blog post is created in HubSpot
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    Blog tag is created in HubSpot
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    Social media message is broadcasted in HubSpot
  • HubSpot
    Workflow is created in HubSpot
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    Email subscription timeline is created in HubSpot
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    Ticket is created in HubSpot
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    Ticket is updated in HubSpot
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    File is created/uploaded in HubSpot
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    Form is created in HubSpot
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Ready Workflows Ready Workflows   for Microsoft Office 365 + HubSpot Integration

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Most popular automationsmost-popular-automations
Microsoft Office 365 + HubSpot Integration

Create HubSpot deal for new Microsoft Office 365 event

Are you using Microsoft Office 365 to manage your events? If so, did you know that you can also create deals in your HubSpot directly from Microsoft Office 365 events?

This makes tracking your sales and appointments a breeze and ensures that all of your data is organized and easily accessible. Also, your employees can quickly access crucial customer information from a single, convenient place.
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HubSpot + Microsoft Office 365 Integration

Send Microsoft Office 365 message for new HubSpot deal

Whenever a new deal is created in your HubSpot, you'll want to communicate with your team to make sure everyone is on the same page. Sending Microsoft Office 365 message ensures that everyone knows about the new deal and can provide input on the best way to move forward.

This not only keeps your team informed, but also allows you to gain valuable feedback that can help you close more deals. In short, this HubSpot - Microsoft Office 365 integration is essential for any business to stay organized and ensure that the team is always aware of new deals.
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Microsoft Office 365 + HubSpot Integration

Create HubSpot contact for new Microsoft Office 365 contact

CRMs are designed to help businesses manage their customer data. By tracking customer interactions, CRMs can help businesses identify trends and optimize their marketing and sales efforts.

However, some businesses find that they need more than one CRM to effectively manage their customer data. For example, a business with a large customer base may need one CRM for sales and another for marketing. Alternatively, a business with multiple locations may need a CRM for each location.

Using this Microsoft Office 365 - HubSpot integration, anytime a new Microsoft Office 365 contact is created, an HubSpot contact should be automatically generated as well. This integration will help to keep your data consistent and up-to-date, and it will save you time by eliminating the need to manually enter information into both systems.
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Microsoft Office 365 + HubSpot Integration

Create HubSpot deal from new Microsoft Office 365 contact

Anytime a new contact is created in your Microsoft Office 365, a new deal will automatically be created in your HubSpot. This ensures that all of your deal are linked to the right contact, and that you never miss an opportunity to follow up with a new lead.

This Microsoft Office 365 - HubSpot integration save you time and effort by keeping your data synchronized across systems. As a result, you can focus on your core business objectives and leave the tedious data entry to the automation.
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Who Is This Integration For?

Sales Teams
Sales Teams
Marketing Professionals
Marketing Professionals
Customer Service Reps
Customer Service Reps
Project Managers
Project Managers
Small Business Owners
Small Business Owners
Sales Teams
Sales teams often manage their client meetings, notes, and presentations in Microsoft Office. However, ensuring that this information is effortlessly added to their CRM is time-consuming and prone to manual error.
Marketing Professionals
Marketing professionals use Microsoft Excel to track campaign data and leads manually. They face challenges updating their CRM with the latest leads and segmenting them efficiently for targeted marketing.
Customer Service Reps
Customer service reps keep records of customer interactions in Office documents. Keeping the CRM updated with the latest interaction data is crucial yet often delayed, affecting service quality.
Project Managers
Project managers create detailed project plans and status reports in Microsoft Office. Linking these documents and insights back to a CRM like HubSpot can improve project client communication but often gets overlooked.
Small Business Owners
Small business owners often maintain important business records and customer lists in Microsoft Office applications. Integrating these with HubSpot can streamline operations but without automation, it takes too much time.
Microsoft Office 365 logo
HubSpot logo

What Can You Automate With Microsoft Office 365 + HubSpot

Add New Meeting Notes to HubSpot
Whenever you save new meeting notes in Microsoft Word, automatically log them into HubSpot. Keep your CRM updated without extra effort, ensuring your team is always in the loop.
Sync Excel Lead Data to HubSpot
Automatically transfer new leads from an Excel spreadsheet to HubSpot as soon as they're added. This helps you maintain an up-to-date CRM without manual entry.
Log Customer Emails to HubSpot
Each time you draft a customer-related email in Outlook, record the details in HubSpot. This way, all your customer interactions stay organized and accessible.
Archive Word Documents in HubSpot
Automatically archive Microsoft Word documents to HubSpot as attachments. You'll secure important client documents and access them directly from your CRM.
Track Office Calendar Events in HubSpot
Capture new events from your Office calendar and log them to HubSpot. This helps you stay on top of appointments and ensures your CRM reflects your current schedule.
And much more...
Automations

Top 10 Most Popular Microsoft Office 365 Automations from
Integrately Community

Just click on the workflow you want to automate

Elementor Forms logo
Microsoft Office 365 logo
Create Microsoft Office 365 event for new Elementor Forms form submission
Activate
Microsoft Office 365 logo
Telegram logo
Send message from Telegram for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
SendGrid logo
Send email from SendGrid for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
WhatsApp logo
Send WhatsApp message for new Microsoft Office 365 event
Activate
WhatsApp logo
Microsoft Office 365 logo
Send message from Microsoft Office 365 for new message received in WhatsApp
Activate
Elementor Forms logo
Microsoft Office 365 logo
Create Microsoft Office 365 event for new Elementor Forms form submission
Activate
Microsoft Office 365 logo
Telegram logo
Send message from Telegram for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
SendGrid logo
Send email from SendGrid for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
WhatsApp logo
Send WhatsApp message for new Microsoft Office 365 event
Activate
WhatsApp logo
Microsoft Office 365 logo
Send message from Microsoft Office 365 for new message received in WhatsApp
Activate
Microsoft Office 365 logo
Notion logo
Create Notion database item for new Microsoft Office 365 event
Activate
Trello logo
Microsoft Office 365 logo
Send message from Microsoft Office 365 for new message received in Trello
Activate
Microsoft Office 365 logo
SMS Gateway Hub logo
Send message from SMS Gateway Hub for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
Telegram logo
Send Telegram message for new Microsoft Office 365 event
Activate
Microsoft Excel logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Microsoft Excel row
Activate
Microsoft Office 365 logo
Notion logo
Create Notion database item for new Microsoft Office 365 event
Activate
Trello logo
Microsoft Office 365 logo
Send message from Microsoft Office 365 for new message received in Trello
Activate
Microsoft Office 365 logo
SMS Gateway Hub logo
Send message from SMS Gateway Hub for new message received in Microsoft Office 365
Activate
Microsoft Office 365 logo
Telegram logo
Send Telegram message for new Microsoft Office 365 event
Activate
Microsoft Excel logo
Microsoft Office 365 logo
Send Microsoft Office 365 message for new Microsoft Excel row
Activate

Top 10 Most Popular HubSpot Automations from
Integrately Community

Most popularmost-popular-automations
01
Google Sheets logo
HubSpot logo
Create HubSpot contact for new Google Sheets row
02
Amelia logo
HubSpot logo
Update HubSpot contact from new Amelia booking
03
Google Sheets logo
HubSpot logo
Create HubSpot company for new Google Sheets row
04
Amelia logo
HubSpot logo
Create HubSpot deal for new Amelia booking
05
WordPress logo
HubSpot logo
Create HubSpot contact for new WordPress user
cloud
HubSpot
app integration
06
HubSpot logo
Sharepoint logo
Create Sharepoint folder for new HubSpot deal
07
sevDesk logo
HubSpot logo
Create HubSpot contact for new sevDesk contact
08
Rezdy logo
HubSpot logo
Create HubSpot contact from new Rezdy contact
09
Airtable logo
HubSpot logo
Create HubSpot contact for new Airtable record
10
Microsoft Excel logo
HubSpot logo
Create HubSpot contact for new Microsoft Excel row
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