Integrations

Connect HubSpot and Microsoft Teams (BETA)

Last updated: February 11, 2021

In Beta

Applies to:

All products and plans

Connect your Microsoft Teams account to HubSpot to send your contacts Microsoft Teams meeting links and to receive HubSpot notifications in Microsoft Teams.

Integration requirements

  • You must be a Super Admin or have App Marketplace permissions in your HubSpot account to install the integration.
  • You must be a Super Admin in your HubSpot Account to enable teams.
  • You must be an administrator for Microsoft Teams to install. If you're not a Microsoft Teams administrator, you will need to contact your Microsoft Teams administrator to give you access.

Required app scopes and permissions

When you connect your Microsoft Teams account to HubSpot, you’ll be prompted to authorize the following app permissions:

  • Read and write directory data: required for the integration to retrieve channels of a team, create channels, and to install and uninstall the HubSpot bot.
  • Read and write all groups: required for the integration to retrieve teams and team information, specifically the number of members within a team.
  • Read users full profile: required for the integration to confirm if a user's email is already an existing user in Microsoft Teams and to connect it to the corresponding user email in HubSpot.

Please note: HubSpot will access the Microsoft Teams user ID and private chat that HubSpot's bot posts notifications to.

Install the Microsoft Teams Integration

  • Click the link in the email you have received.
  • In the top right click Connect app.
  • In the pop up window, log in to your Microsoft Teams account. 
  • You will be redirected to your integration settings. Click to toggle the team switch to connect it to HubSpot.

connect-teams-%20microsoft-teams

  • Navigate to the User account tab, then click Update linked account.
  • In the dialog box, enter your Microsoft Teams account details. Click Update linked account.

Use the integration

You can use the Microsoft Teams integration to send meeting links to your contacts and receive HubSpot notification in Microsoft Teams.

Add Microsoft Teams meeting links to your meetings

Please note: when the integration has been installed each individual user must map their HubSpot account to Microsoft Teams to use meeting links functionality. 

  • In your HubSpot account, navigate to your contacts, companies, deals, or tickets.
  • Click the name of the record.
  • In the left panel, click meetings Meet. In the window that opens at the bottom of the screen, set up your meeting
  • Click insertVideo Insert link to video conference icon and select Microsoft Teams. A Microsoft Teams link will be added to your scheduled meeting. 

create-microsoft-teams-meeting

Please note: it is not possible to update meeting links once a Microsoft Team's link has been created in HubSpot. To update the link in HubSpot, a new meeting must be created.

Receive HubSpot activity notifications in Microsoft Teams

Please note: when teams are enabled,  all users who are part of the team will receive notifications in Microsoft Teams.

The following HubSpot notifications will be sent to Microsoft Teams:

  • Assign
  • Comment
  • Follow
  • Mention
  • Overdue
  • Reminder
  • Reply
  • Submission
  • View (i.e. document view)

microsoft-teams-notifications

To disable all notifications, a notification type, or specific notifications from being sent to Microsoft Teams:

  • In your HubSpot account, click the settings icon settings in the main navigation bar.
  • In the left sidebar menu, navigate to Notifications > Other apps.
  • Click to toggle the Microsoft Teams switch off to disable all HubSpot notifications in Microsoft Teams.

microsoft-teams-notifications-settings