HubSpot Diamond Solutions Partner
HubSpot + Microsoft Teams Integration: Unify Collaboration & Revenue Data
Connect Microsoft Teams to HubSpot to streamline sales communication. Automate deal alerts, sync meeting data, and keep your entire revenue organization aligned within your primary workspace.
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Empower Your Collaboration with CRM Context
Give your sales and support teams the HubSpot data they need without leaving their Teams chat. By embedding CRM insights into your daily conversation, you ensure alignment and speed.
Receive real-time, customizable alerts in specific deal channels when a high-value opportunity moves to "Closed-Won."
Search and share HubSpot contact or company cards directly within a Teams conversation to provide instant context.
Log Teams calls and meetings automatically to the HubSpot contact record, ensuring activity tracking is accurate.
Approve internal deal requests (like discounts) directly from a Teams notification using interactive cards.
Give your sales and support teams the HubSpot data they need without leaving their Teams chat. By embedding CRM insights into your daily conversation, you ensure alignment and speed.
Integrate IQ has consistently shown they can be trusted with even the most complex projects. I know our customers are in great hands and that the job will always get done right.
Drive Action from HubSpot Workflows
Your CRM should drive your daily communication. Our integration allows HubSpot workflows to push actionable intelligence directly to the people who need it, turning static data into active conversation.
Trigger a Teams message to a specific sales manager when a deal stalls or a "Negative Sentiment" email is received.
Send "New Lead" notifications to a dedicated "SDR Swarm" channel in Teams for immediate pickup.
Sync Microsoft Teams meeting recordings and transcripts back to the HubSpot activity timeline for coaching.
Alert customer success squads in their private channel when a "Churn Risk" ticket is created in HubSpot.
Your CRM should drive your daily communication. Our integration allows HubSpot workflows to push actionable intelligence directly to the people who need it, turning static data into active conversation.
A Flexible Sync Architecture for Collaboration
Our custom integrations are engineered for flexibility and scale, handling any business logic and data transformation you require.
Built for Your Business Process
Generic bots just spam channels. We build intelligent routing logic that ensures the right message reaches the right person at the right time, respecting your channel hierarchy and security.
- Bi-Directional & Uni-Directional Sync: Push HubSpot alerts to Teams channels, while pulling meeting data and chat logs back to HubSpot records.
- Real-time & Scheduled Syncs: Instant notifications for "Urgent" tickets, with daily digest summaries sent to management channels.
- Custom Sync Logic & Triggers: Create rules that fit your needs. Alert a channel only if a deal is > $50k, or notify a rep only if they own the contact.
- High-Volume Data Handling: We manage high-volume notification streams and meeting log data, ensuring your Teams environment remains noise-free and performant.
Comprehensive Object and Field Mapping
We map the data that matters, connecting your CRM signals directly to your communication hub.
HubSpot
Microsoft Teams
- Deals
- Contacts
- Activities (Meetings)
- Tickets
- Workflows
- Tasks
- Channel Posts / Cards
- Adaptive Cards
- Meeting Recordings / Transcripts
- Channel Alerts
- Bot Notifications
- Personal Reminders
- Deals Channel Posts / Cards
- Contacts Adaptive Cards
- Activities (Meetings) Meeting Recordings / Transcripts
- Tickets Channel Alerts
- Workflows Bot Notifications
- Tasks Personal Reminders
Transparent, Project-Based Pricing
No surprises. Clear scope, clear acceptance tests. We believe in straightforward pricing so you know exactly what to expect before we begin.
A failed integration is more than a technical problem: it's a drain on time, budget, and morale. We are the specialists that leading companies like MetLife trust to handle their most mission-critical data flows. We don't rely on fragile connectors or simplistic platforms because we know they can't handle enterprise scale. Our approach is built on robust, custom development and a deep understanding of both HubSpot and the systems you need to connect it to. Partnering with us isn't just another attempt; it's an investment in certainty.
Why Integrate IQ?
Our four pillars for delivering successful outcomes on complex projects.
Mastery of Complexity
We thrive on custom API integrations, multi-system migrations, and “messy data” that makes others pause. Full support for standard and custom objects across your stack is table stakes for us.
Pragmatic Innovation
Real problems, shipped solutions. Our proprietary Smart Ramp apps were developed to fill gaps in HubSpot capabilities and solve real-world customer problems. The same practical mindset powers our HubSpot AI Accelerator: We focus on data readiness and shipped outcomes, not shiny features.
De-Risking the Process
Complex projects demand clarity. Our Smart Process runs on an 8-12 week cadence with stage gates, transparent deliverables, and clear pricing. That’s how we maintain a 98.5% customer retention rate.
The Expert You Call
We’re a developer-led team of integration engineers, solution architects, and technical PMs. Clients describe us simply: 'the folks you call when something seems impossible.'
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Frequently Asked Questions
The native app focuses on basic alerts and meetings. Our custom solution handles complex routing (e.g., "Alert Regional Manager if Deal > $100k"), interactive approvals, and custom object notifications.
Yes. We can sync the recording link and transcript to the HubSpot Call activity, allowing sales managers to review calls directly from the timeline.
Absolutely. We can authenticate with the Teams API to post messages to private channels or send Direct Messages to specific users based on HubSpot owner data.
Yes. We use "Adaptive Cards" to allow users to click "Approve" or "Reject" on a notification in Teams, which then updates the property in HubSpot.
Yes. When a high-priority ticket is created in HubSpot, we can automatically create a dedicated Teams channel and invite the relevant experts to swarm the issue.
Communicate Faster, Close Sooner
Don't let critical updates get lost in email. Schedule a discovery call to see how a unified HubSpot and Microsoft Teams environment can accelerate decision-making and sales velocity.
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