Connect HubSpot and Microsoft Outlook to unlock the power of automation
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Quickly connect HubSpot to Microsoft Outlook with a Zapier template.
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How Zapier works
Zapier makes it easy to integrate HubSpot with Microsoft Outlook - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Add Attendees to Calendar Event" in Microsoft Outlook.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft Outlook, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Microsoft Outlook
Sync new calendar events with deals.
When a new deal is created in HubSpot, Zapier can automatically create a matching calendar event in Microsoft Outlook to ensure business owners have a clear schedule for follow-ups. This removes manual scheduling and helps keep track of critical business opportunities.
Business OwnerTrack form submissions in your calendar.
When a new form on HubSpot is submitted, use Zapier to automatically create a Microsoft Outlook calendar event as a reminder to follow up or plan campaigns. This ensures timely responses and improves lead engagement.
Marketing & Marketing OpsFollow up on new flagged emails with leads.
Zapier can automate moving flagged emails in Microsoft Outlook into HubSpot as new contacts. For sales teams, this creates a seamless way to ensure all correspondence with leads gets recorded for next steps.
Sales OpsLearn how to automate HubSpot on the Zapier blog
Learn how to automate Microsoft Outlook on the Zapier blog
Frequently Asked Questions about HubSpot + Microsoft Outlook integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Microsoft Outlook
How do I integrate HubSpot with Microsoft Outlook?
To integrate HubSpot with Microsoft Outlook, you need to install the HubSpot Sales extension for Outlook. Once installed, you can execute actions like logging emails sent from Outlook to your HubSpot CRM automatically.
Can I sync my calendar between HubSpot and Outlook?
Yes, you can sync your calendar. By integrating them, meetings scheduled in either HubSpot or Outlook will automatically reflect in both calendars, ensuring seamless scheduling.
Is it possible to track email opens and clicks through this integration?
Absolutely! Once integrated, our system allows you to track email opens and clicks directly from your sent emails in Outlook. You'll receive real-time notifications when recipients open or click links within your emails.
How does contact syncing work between HubSpot and Outlook?
Contacts added or modified in Outlook can be automatically synced with HubSpot and vice versa. This ensures that your contact lists are always up-to-date across both platforms.
What are the trigger options available in the integration?
In this integration, common triggers include receiving a new email in Outlook or a new contact being added to either platform. These can automatically initiate actions like updating CRM records or adding information to a list.
How do I log an email from Outlook into HubSpot?
To log an email from Outlook into HubSpot, simply check the 'Log' option in the sales extension while composing your email. This will ensure that the correspondence is recorded against the relevant contact record in HubSpot.
Are there any compatibility requirements for using the integration?
The integration works with Microsoft Office 365 and Exchange accounts alongside compatible versions of Windows. Ensure that both your Office suite and operating system meet our compatibility guidelines for optimal performance.
