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Set up your first integration
Quickly connect HubSpot to Microsoft Exchange with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Microsoft Exchange - 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 "Create 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.
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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.
Business Owner
Sync calendars for new events
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.
ITSchedule email notifications for form submissions
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.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
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.
