Connect HubSpot with Microsoft Teams

Unlock the superpowers of HubSpot + Microsoft Teams and automate your tasks without having to write a single line of code.

HubSpot and Microsoft Teams
your way

Check out the available triggers and actions in the automation of apps HubSpot + Microsoft Teams

HubSpot-icon

Deal reaches pipeline stage

When a deal reaches a certain funnel stage on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Deal name

deal id

Pipeline

Stage

Reason for loss

owner name

Owner's surname

Owner's email

Amount

Description

Type

Comments

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Contact: Life cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Summary of deal-related products

Deal-related product names

Deal-related product SKUs

Prices of deal-related products

Quantities of products related to the deal

Billing frequency for recurring products

Billing period for recurring products

Billing period for recurring products (only numbers)

Billing date for recurring products

Total amount of products related to the deal

Total amount of the discount on products related to the deal

Deal Currency Code

Closing date

Deal last modified date

Contact: Date created

HubSpot-icon

Won deal

For each won deal on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Deal name

deal id

Deal pipeline

Deal stage

Reason for deal loss

Deal owner name

Deal owner's last name

Deal owner email

Deal amount

Deal description

Type of deal

Deal observations

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Contact: Life cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Summary of deal-related products

Deal-related product names

Deal-related product SKUs

Prices of deal-related products

Quantities of products related to the deal

Billing frequency for recurring products

Billing period for recurring products

Total amount of products related to the deal

Total amount of the discount on products related to the deal

Deal Currency Code

Closing date

Deal last modified date

Contact: Date created

HubSpot-icon

New contact

For each created contact on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Is the contact in a workflow?

Study area

School

Contact position

Contact city

Contact Zip Code

Contact email

Contact address

Contact State/Region

Contact country

Life cycle phase

Original source through which a contact found your website

Message that the contact can leave on the form

Contact name

Contact last name

Company Name

Twitter username

Contact's cell phone number

Contact phone number

Contact's WhatsApp phone number

Company annual revenue

Company sector

Contact sex

Contact content association status

Lead status

URL of the contact's company website

Date of first conversion

Name of the event of the first conversion

Date of the recent conversio

Name of the event of the recent conversion

Number of employees

Contact creation date

A contact's start date, automatically synced from the Lead Ads tool

Contact's date of birth

Days to closing

Annual revenue of the primary company associated with the contact

Industry of the primary company associated with the contact

Name of the primary company associated with the contact

Website of the primary company associated with the contact

HubSpot-icon

Created deal

For each created deal on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Deal: Deal name

Deal: Deal ID

Deal: Pipeline

Deal: Deal stage

Deal: Closing reason lost

Deal: Name of deal owner

Deal: Owner's last name

Deal: Owner's email

Deal: Deal amount

Deal: Description

Deal: Type of deal

Deal: Observations

Contact: Email

Contact: Name

Contact: Last name

Contact: Position

Contact: Telephone number

Contact: City

Contact: Address

Contact: Zip Code

Contact: State/Region

Contact: Country

Contact: Cell phone number

Contact: Message

Contact: Persona

Contact: Owner's name

Contact: Owner's last name

Contact: Owner's email

Deal: Sales cycle phase

Contact: Status

Contact: Source

Company: Company domain name

Company: Name

Company: Address

Company: Phone number

Company: Phone number without spaces and special characters

Company: Country

Company: City

Company: State/Region

Company: Zip Code

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Deal: Product Summary

Deal: Product names

Deal: Product SKUs

Deal: Product prices

Deal: Product quantities

Billing frequency for recurring products

Billing period for recurring products

Deal: Total amount of related products

Deal: Total discount amount of related products

Deal: Currency Code

Deal: Closing date

Deal: Last modified date

Contact: Date created

HubSpot-icon

New form submission

For each new form response on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Form name

Date of submission of the response to the form

HubSpot-icon

Lost deal

For each lost deal on HubSpot

Trigger

Information from HubSpot that can be used and sent to other apps.

Deal: Deal name

Deal: ID

Deal: Pipeline

Deal: Stage

Deal: Lost reason

Deal: Owner name

Deal: Owner Last name

Deal: Owner email

Deal: Amount

Deal: Description

Deal: Type

Deal: Notes

Contact: E-mail

Contact: Name

Contact: Last name

Contact: Job title

Contact: Telephone

Contact: City

Contact: Address

Contact: Zip code

Contact: State

Contact: Country

Contact: Cellphone

Contact: Message

Contact: Persona

Contact: Owner name

Contact: Owner last name

Contact: Owner email

Contact: Lifecycle stage

Contact: Status

Contact: Source

Company: Domain name

Company: Name

Company: Address

Company: Telephone

Company: Telephone without spaces and special characters

Company: Country

Company: City

Company: State

Company: Zip code

Company: Annual revenue

Company: Description

Company: LinkedIn

Company: Number of employees

Company: Sector

Company: Type

Deal: Related products resume (SKUs, names, price, quantity)

Deal: Related product names

Deal: Related product SKUs

Deal: Related product prices

Deal: Related product quantities

Deal: Billing frequency for recurring products

Deal: Billing period for recurring products

Deal: Total value of related products

Deal: Total discount value of related products

Deal: Currency code

Deal: Close date

Deal: Last modified date

Contact: Create date

HubSpot-icon

Create or update contact

create/update a contact on HubSpot

Action

Fields in HubSpot that can receive information from other apps.

Contact list

Email Required

Name

Surname

Phone number

Cell phone number

WhatsApp Phone Number

Office

Message

Owner's email

Address

City

State/Region

Country

Postal Code

Status

Life cycle stage

Company: name

Company: Company domain name

Company: Sector

Company: Phone number

Company: Type

Company: City

Company: State/Region

Company: Zip Code

Company: Country

Company: Number of employees

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

HubSpot-icon

Create or update deal

create/update a deal on HubSpot

Action

Fields in HubSpot that can receive information from other apps.

Distribute new deal

Select sellers

Opportunity owner email

Deal name Required

Contact: Name

Contact: Last name

Contact: Telephone

Contact: Cell phone

WhatsApp Phone Number

Deal: Deal amount

Deal: Description

Deal: Closing date

Type of deal

Contact: Email

Contact: Position

Contact: Message

Contact: Address

Contact: City

Contact: State/Region

Contact: Country

Contact: Status

Contact: Life cycle phase

Company: name

Comments

Company: Company domain name

Company: Sector

Company: Phone number

Company: Type

Company: City

Company: State/Region

Company: Zip Code

Company: Country

Company: Number of employees

Company: Annual revenue

Company: Description

Company: Company page on LinkedIn

Product: Name of the product related to the deal

Product: Deal-related product SKU

Product: Quantity of the product related to the deal

Product: Price of the product related to the deal

Microsoft Teams-icon

Send message in a team's channel

send a message in a channel of a team on Microsoft Teams

Action

Fields in Microsoft Teams that can receive information from other apps.

Message Required

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Automate HubSpot and Microsoft Teams
with Pluga integrations

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How to integrate apps with Pluga?

Pluga allows you to integrate two or more apps in a simple, practical way without needing to type a single line of code. Here are the steps to automate your tasks and start focusing on what really matters.

  • Trigger and source app of the automation

    What is the automation trigger?

    The trigger is the step that initiates automation. In the integration process, it is selected after choosing the source app. For example, if you choose Facebook Lead Ads as the source app, the trigger could be: For each response on an advertisement.

  • Action and destination app of the automation

    What is an action within an automation?

    The action serves as a response to the previously selected trigger. That is, it occurs once the trigger is activated. For example, in an automation between Facebook Lead Ads (source) and Google Sheets (destination), as soon as the trigger “For each response on an advertisement” is activated in the source app, the action “Add data to a new row on a spreadsheet” will be carried out in the destination app.

  • Information mapping of the automation

    How does information mapping work?

    Information mapping is where you configure which captured information from the source app will be sent to each field in the destination app(s).

    For example, in an automation between Facebook Lead Ads and Google Sheets, this step is where you will determine which contact information should fill in the spreadsheet fields.

  • Automation with multiple actions among more than two apps

    Is it possible to have more than one action?

    With Pluga, you can create automations by integrating several apps at once. For example, you can integrate Facebook Lead Ads + Google Sheets + Slack, so when the trigger is activated, the first action is executed and a notification is sent via Slack.

Automate HubSpot + Microsoft Teams
and say goodbye to manual (and tedious) tasks!

By connecting the apps you use through Pluga, you can automate various processes in your routine and
have time for tasks that really matter.

Automatic transfer of your contacts' information to other apps

Automating the transfer of your contact base (leads) information to other apps can greatly facilitate tasks that involve managing them.

At Pluga, you can do this with ease and also helps optimize the work of people, avoiding possible human errors.

Card with contact information being sent to other apps

Automate your sales tracking

With the help of Pluga's automations, you can put your business's sales control on autopilot. This way, tasks surrounding inventory, finance, and logistics can be more aligned and optimized, directly impacting your customer's satisfaction.

Data from a new sale being sent to a spreadsheet

Automated financial control

Dealing with finances requires a lot of attention. For this, integrating apps can be a great ally! With Pluga, you can connect your financial management software and payment methods to other apps to automate tasks involving the organization of your finances.

Data from a new charge being sent to an invoicing app

Reduce communication noise - and rework!

If your company uses any type of internal communication tool, it's possible to automate the routine of notifications and alerts within it.

At Pluga, for example, you can connect this software to your project management platform so that every time a task changes status, this is communicated in a channel. In other words, it increases productivity, reduces communication noise, and avoids possible rework.

Automatic notification in the internal communication app

Customized alerts for customers

Often, personalized communication is what will captivate a customer to keep them interested in your brand. But doing this manually is almost impossible. Using Pluga, you can send these notifications automatically without losing personalization.

Automatic message sent to the customer's WhatsApp
HubSpot-icon

HubSpot

CRM

HubSpot is a software that offers tools for marketing, sales, and customer service. It facilitates marketing automation, customer relationship management (CRM), content creation, and data analysis, promoting customer attraction and engagement.

Integrations with HubSpot Visit HubSpot
Microsoft Teams-icon

Microsoft Teams

Communication

Microsoft Teams is a modern collaboration and communication platform for businesses that enables teams to work together effortlessly. The app combines chat, voice, and video features, which are essential for making teamwork more efficient and productive.

Integrations with Microsoft Teams Visit Microsoft Teams

Frequently Asked Questions

  • With Pluga, you can easily automate HubSpot com Microsoft Teams . Just follow these steps:

    • 1. Log in or sign up (for free) on Pluga and click on “Create automation”;
    • 2. Select the source app and trigger;
    • 3. Select the destination app and action;
    • 4. Make the necessary adjustments, specifying which data will be sent to one app to another.
  • By automating HubSpot with Microsoft Teams on Pluga, you can automate various manual tasks that reduce productivity for those who perform them, while also avoiding human errors. The best part is that the process is simple and doesn’t require typing a single line of code.

  • On Pluga, you can make several automations for free with the free plan. Additionally, you have the option to try all the features for 7 days at no cost to create automations between HubSpot, Microsoft Teams, and even other apps.

    We also offer three other plans, with prices ranging from $17 to $71 per month, which include premium automations and features, as well as a higher volume of events and automations. For companies with specific needs, we have the Enterprise plan, designed to offer customized solutions beyond the resources available in other plans.

    Check Pluga's pricing page for more details.