After installing the Microsoft Teams integration, learn how to associate Microsoft Teams channels with HubSpot company or deal records. This allows businesses collaborating in Microsoft Teams to create dedicated channels for key accounts, and sync activities alerts from HubSpot to boost insights.
To associate a company or deal record to a Microsoft Teams channel:
- Navigate to your company or deal records:
- Companies: In your HubSpot account, navigate to Contacts > Companies.
- Deals: In your HubSpot account, navigate to Sales > Deals.
- On the right sidebar, in the Microsoft Teams card, click Associate Microsoft Teams channel.
- In the popup box, click the Select a team dropdown menu and select a team to associate with the HubSpot record.
- Click the Select a channel dropdown menu and select an existing Microsoft Teams channel to associate with the HubSpot record.
- Click Create new MS Teams channel to create a new channel.
- Select the activity types checkboxes to sync those alerts to the Microsoft Teams channel.
- Click Associate channel.
Once associated, you will receive relevant activity alerts to the associated Microsoft Teams channel. You can associate multiple records with one channel.
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