How to Integrate Hubspot with Microsoft Teams
How to: Integrate Hubspot with Microsoft Teams
This allows you to receive updates about your customers, find out when customers open the documents that you send them, and more!
Step 1: Follow this link to go to the app page - Click Here
Step 2: Scroll down and click the User Account tab, then click the orange button that says “Connect Account”
Step 3: A Microsoft pop-up window will appear, and you can log in to your Microsoft account from here (Note: If you are already logged in to your Outlook account, this step may be skipped)
Step 4: Your account is now connected! Scroll down and click “notification settings” to choose what notifications you receive.
Step 5: Scroll to the “What you get notified about” section. From here you can choose to Clear all preferences and choose for yourself, or you can leave the defaults in place to receive notifications for:
- Chat conversations that are assigned to you (We don’t currently use this feature)
- Email conversations that are assigned to you
- You are set to the Contact Owner for any Contacts or Companies
- You are mentioned in notes on Contacts or Companies
- You are mentioned on a custom object record
- You are mentioned on a dashboard
- A deal is assigned to you or you are mentioned in a note on a deal record
- A customer views a document that you have sent them
- A task is assigned to you or you are mentioned in a task record
- A ticket is assigned to you or you are mentioned on a ticket record
Step 6: Navigate to your Teams app, you will see a message from Hubspot! This first message will also have a link to edit your notifications if you ever want to make changes.
(Note: The HubSpot message may take a few minutes to deliver, please be patient!)
Step 7: You are now connected! You will receive notifications in your Teams chat.