HubSpot

HubSpot connector for Microsoft 365 Copilot:

Bring your HubSpot CRM context directly into Microsoft 365 Copilot. Use natural language to surface deal insights, contact summaries, and ticket data — then take action back in HubSpot. No tab-switching, no copy-pasting.

• Sales teams can ask for a summary of active deals organized by name, amount, and stage, and sorted by closing date to help prioritize the week.
• Support reps can ask for all open tickets assigned to them, sorted by priority and creation date.
• Customer success teams can ask to compare resolution approaches and outcomes across support channels to drive consistency and quality.

HubSpot for Microsoft Teams

• Meeting Scheduler: Every meeting booked through HubSpot becomes a Teams meeting — join links and calendar invites included.
• Meeting Recordings & Transcripts: Sync recordings and transcripts to associated HubSpot records. Preview, filter by property, and search across all content — ideal for rep coaching and deal review.
• Webinar Sync: Sync Teams Webinar registration and attendance data to HubSpot marketing events. Segment contacts, trigger workflows, and report on performance — no manual export needed.
• HubSpot Notifications: Receive real-time alerts for comments, mentions, form submissions, deal closures, and more — delivered where your team already works.

  Conversations Inbox: Receive and reply to HubSpot Conversations Inbox messages directly from Microsoft Teams channels.

• Workflow Automation: Trigger custom Teams notifications when a deal changes stage or a company matches your territory criteria. Automatically create new Teams channels when deals or companies meet defined conditions. Requires a paid HubSpot plan.
• Deal & Company Channel Association: Connect Microsoft Teams channels to HubSpot deal and company records. Activity updates sync automatically, keeping your whole team in the loop.

In order to use this app, users must have an active HubSpot account.

Reach out to HubSpot support for additional help.