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Zapier makes it easy to integrate HubSpot with Microsoft Exchange - no code necessary. See how you can get setup in minutes.
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HubSpot
HubSpot
1. Choose trigger event
Microsoft Exchange
Microsoft Exchange
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
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 Exchange.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft Exchange, 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.
Create a new record or update an existing record in your app.
Distribution List
Required
User Email
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Calendar
Subject
Required
Start Date & Time
Required
End Date & Time
Required
All Day Event?
Description
Show me as Free or Busy
Categories
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
To Email(s)
Required
CC Email(s)
BCC Email(s)
Subject
Required
Body Format
Required
Body
Required
Attachment
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Folder Name
Required
Parent Folder
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Flag Action
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Mark as
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Categories to Remove
Required
Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Send From (Shared Mailbox)
Draft Email ID
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Shared Mailbox
Email ID
Required
Importance
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
Contact
Required
First Name
Last Name
EmailAddresses
BusinessPhones
HomePhones
MobilePhone
JobTitle
CompanyName
Department
Business Website URL
PersonalNotes
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Street
City
State
Postal Code
Country or Region
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Contact Folder
First Name
Last Name
Email
Action
This is an event a Zap performs.
Search
Find existing data in your app
Folder_info
Folder
Required
Search Terms
From Address
Start Date
End Date
Action
This is an event a Zap performs.
Search
Find existing data in your app
Calendar
Start Date & Time
Required
End Date & Time
Required
Select Fields
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use HubSpot and Microsoft Exchange with AI agents and code
Beyond Zap workflows. Call HubSpot and Microsoft Exchange actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Microsoft Exchange actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Add Attendees to Calendar Event
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use HubSpot and Microsoft Exchange
Add new contacts to Exchange
When a new contact is added in HubSpot, Zapier automatically creates a corresponding contact in your Microsoft Exchange account. This ensures your contact database across platforms stays updated without manual entries or duplications.
When a new event is created in a Microsoft Exchange calendar, Zapier creates a matching event in HubSpot. This synchronization reduces system discrepancies and ensures all teams have access to accurate schedules company-wide.
When a new form submission is received in HubSpot, Zapier triggers a scheduled email notification via your Microsoft Exchange account. This keeps your marketing team promptly informed, ensuring quicker response times and streamlined lead-follow-ups.
Level up your HubSpot to Microsoft Exchange integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + Microsoft Exchange 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 Exchange
What is the process to integrate HubSpot with Microsoft Exchange?
The integration between HubSpot and Microsoft Exchange is primarily done through pre-configured triggers and actions. To set up, you'll first connect your HubSpot and Exchange accounts in our platform. You'll then configure triggers like 'New Email Received' or 'Email Sent' in Exchange and pair them with actions like 'Add Contact' or 'Create Task' in HubSpot.
Can I sync calendar events between HubSpot and Microsoft Exchange?
Yes, you can sync calendar events between HubSpot and Microsoft Exchange. Set a trigger for 'New Calendar Event' in Exchange, which can prompt actions such as 'Create Event' or 'Update Event' in HubSpot. This helps keep your scheduling streamlined across both platforms.
How do I manage email integrations between these two platforms?
Managing email integrations involves setting up triggers for incoming emails that can initiate actions like creating deals or contacts in HubSpot. For example, when an email is received in Microsoft Exchange, an automatic action might be to log that communication within the corresponding contact record in HubSpot.
Are there any limitations on the types of data that can be synchronized?
While most data such as contacts, emails, and calendar events can be synchronized, certain custom fields or bespoke data types may require additional configuration. We recommend reviewing our documentation for any specific field limitations during setup.
How often do the integrations update information between systems?
The frequency of updates depends on how triggers are configured. Updates typically occur almost instantaneously upon trigger activation, such as receiving a new email or updating a contact record. However, some complex workflows might require manual sync efforts.
What should I do if I encounter issues with my integration?
If you encounter issues with your integration setup, ensure that both accounts are correctly connected and that permissions are granted for data sharing. Reviewing trigger-action configurations often resolves common problems. If issues persist, consulting our support resources can provide additional help.
Can I customize what gets synchronized between HubSpot and Microsoft Exchange?
Customization of synchronized data is possible through configuring specific triggers and actions based on your needs. For instance, only syncing contacts from specific domains or customizing what type of calendar activities are logged into each system allows tailored workflow management.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
