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.
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.
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.
Automatically archive Microsoft Word documents to HubSpot as attachments. You'll secure important client documents and access them directly from your CRM.
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...