1.Monitors updated deal stage
Integrate HubSpot and CRM data tools to detect updated deal stage and trigger the won-only workflow.
Notify team of closed-won deals in chat immediately
Automatically monitor deal stage updates across HubSpot and Microsoft Teams. Get instant alerts when deals move to won, won stage transitions, or deals are marked won—so you can notify team chat, share deal details, and include the right owner name without manual handoff.
How this automation protects won-deal handoffs
When a deal moves to won and visibility depends on humans, handoffs get delayed and recognition slips. This automation monitors won stage updates and looks up owner names and posts a Microsoft Teams message—so your team can coordinate instantly.
HubSpotor swap with your favorite app
2.Finds owner by ID
Integrate HubSpot and CRM fields to look up the assigned owner and map owner name fields to a display name.
3.Sends won deal chat message
Integrate Microsoft Teams and message templates to post deal name, amount, type, and owner display name to a team channel.
Microsoft Teamsor swap with your favorite app
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
3,4 Millionen Unternehmen vertrauen uns
Related automations
- Apps: Twilio, Formatter by Zapier, Microsoft TeamsSwap with your favorite apps.
Create a team chat message for inbound SMS alerts
Your support SMS arrive in a carrier inbox, leaving on-call staff unaware of urgent incident details. Route messages to a team chat so engineers triage issues within minutes.
- Apps: Jotform, Microsoft TeamsSwap with your favorite apps.
Create instant inside sales notification for new orders
Your online order submissions lack sales visibility, delaying outreach and provisioning for installs. You receive immediate, standardized order notices so reps can schedule installs same day.
- View all
Explore all microsoft teams integration automations
Unify team communication with automated channel updates, lead notifications, and task routing
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Schritt 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Schritt 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Schritt 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism — I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier hilft uns, weit über 50% mehr Deals abzuschließen, als wir es ohne Zapier tun würden. Es ist ein Schlüsselelement unserer Gesamtstrategie und somit auch unseres Verkaufsarguments.
Raphael BochnerGründer und CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.