HubSpot + Microsoft Teams
Update deals in HubSpot when new channel messages arrive in Microsoft Teams
Stay on top of your sales pipeline with this Microsoft Teams to HubSpot automation workflow. When a new message pops up in a Microsoft Teams channel, corresponding details will be updated in a HubSpot deal. This way, you can seamlessly maintain work progression without switching apps, helping you save time and ensuring important updates are never missed.
Stay on top of your sales pipeline with this Microsoft Teams to HubSpot automation workflow. When a new message pops up in a Microsoft Teams channel, corresponding details will be updated in a HubSpot deal. This way, you can seamlessly maintain work progression without switching apps, helping you save time and ensuring important updates are never missed.
- When this happens...
New Channel MessageTriggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this!
Update DealUpdate a Deal in HubSpot.
ActionWriteCreate a new record or update an existing record in your app.
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ChatRequired
Exclude messages by you?
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
MessageRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planID of the team member you are creating a chat withRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message IDRequired
Reply ContentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChatRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
Email Subscriptions Timeline
Triggers when new email timeline subscription added for the portal.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planContact ListRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Type of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planType of Custom ObjectRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
List NameRequired
Contact EmailRequired
Halt my task if contact is already a member of the list
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Company
Creates a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Associations
Creates associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Social Media ChannelRequired
Message ContentRequired
When
Save as draft
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
NameRequired
Company
Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Workflow NameRequired
Contact's EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Deal IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Line_item IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Ticket IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Blog URLRequired
Blog AuthorRequired
Publish This Post?Required
Blog Post URLRequired
Blog Post TitleRequired
Blog Post ContentRequired
Meta DescriptionRequired
Featured image URL
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Product
Creates a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
List NameRequired
Contact EmailRequired
Halt my task if contact wasn't a member of the listRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Ticket
Creates a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Contact
Update a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Line_item
Update a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Ticket
Update a Ticket in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Note
Contact EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appFind Associations
Find associations between objects.
ActionThis is an event a Zap performs.SearchFind existing data in your appObject TypeRequired
Pipeline IdRequired
Stage IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundType of Custom ObjectRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
TeamRequired
ChannelRequired
Member
Highlight Word
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan
New Chat
Triggers when a new chat is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
ChannelRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTeamRequired
Channel NameRequired
Description
Favorite for All?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
Channel NameRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TeamRequired
ChannelRequired
Message Text Format
Message TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planBlog UrlRequired
Article StateRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Deal
Triggers when a new Deal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Property NameRequired
Properties to retrieveRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planProperty NameRequired
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Note
Note
Additional properties to retrieve
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNote
NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Contact
Creates a Contact in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Halt task if any associations error occurred
Engagement TypeRequired
Assigned To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Deal
Creates a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product IDRequired
Note
Additional properties to retrieve
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Line_item
Creates a Line_item in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Contact Email AddressRequired
Event IDRequired
Contact Value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove Associations
Removes associations between objects.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
FormRequired
Note
HubSpot usertoken
IP address
Page name
Page URI
Page ID
SFDC campaign ID
GoToWebinar key/ID
Submission timestamp
Skip validation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Company
Update a Company in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Deal
Update a Deal in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Update Product
Update a Product in HubSpot.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type of Custom ObjectRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.FolderRequired
FilenameRequired
Access levelRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Note
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appType of Custom ObjectRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner emailRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appOwner IdRequired
Search among deactivated owners
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
Additional properties to retrieve
ActionThis is an event a Zap performs.SearchFind existing data in your appNote
NameRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
NameRequired
Note
Company
Contact
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNote
Additional properties to retrieve
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Related categories
About Microsoft Teams
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Related Zap Templates
- Send a Microsoft Teams chat message when HubSpot deal stages are updated
- Send Microsoft Teams channel messages for new HubSpot contacts
- Send chat messages in Microsoft Teams for new HubSpot engagements
- Create Microsoft Teams channel messages for new HubSpot contacts in list
- Create channel messages in Microsoft Teams for new companies in HubSpot
- Send Microsoft Teams channel messages for new HubSpot form submissions
- Add new Microsoft Teams chats as contacts to HubSpot list
- Send Microsoft Teams messages for new tickets in HubSpot
- Send new social media messages from HubSpot to Microsoft Teams channel instantly
- Send channel messages in Microsoft Teams when new deal properties change in HubSpot
- Send chat messages in Microsoft Teams when deal properties change in HubSpot
- Send Microsoft Teams Channel Messages for New HubSpot Form Submissions
- Create Microsoft Teams channels for updated HubSpot deal stages
- Send Microsoft Teams chat messages for new HubSpot social media messages
- Send chat messages in Microsoft Teams for new contacts in HubSpot lists
- Update HubSpot contacts when new Microsoft Teams channel mentions occur
- Send chat messages in Microsoft Teams when new contact property changes occur in HubSpot
- Manage new deals in HubSpot by triggering custom actions in Microsoft Teams
- Send Microsoft Teams channel messages when HubSpot deal stages are updated
- Send chat messages in Microsoft Teams for new HubSpot contacts in list
- Create new HubSpot engagements from new Microsoft Teams chat messages
- Send Microsoft Teams channel messages for new HubSpot contact property changes
- Create Microsoft Teams channel messages for new HubSpot deals
- Send Microsoft Teams chat messages for new HubSpot form submissions
- Send chat messages in Microsoft Teams for new HubSpot deals
- Create new HubSpot contacts for Microsoft Teams chats
- Send Microsoft Teams chat messages for new HubSpot tickets
- Send Microsoft Teams channel messages for newly created or updated HubSpot contacts
- Send chat messages in Microsoft Teams when new or updated contacts are added in HubSpot
- Send chat messages in Microsoft Teams when new ticket property changes happen in HubSpot
- Send chat messages in Microsoft Teams when new deals are created in HubSpot