HubSpot and MS Teams are two powerhouse tools that have become synonymous with productivity and efficiency for B2B sales teams today. Combine them together though, and you’ve got yourself a sure-fire recipe to supercharge your sales operations efforts. 

Integrating HubSpot and MS Teams can increase collaboration, efficiency, and a whole host of other buzzwords. Most importantly though, it can give your sales team time to focus on what truly matters for the business: closing deals.

So, if you’re curious about what your integration options are, look no further. We have three different integrations outlined for you. Along with steps on how to get these integrations up and running. 

How To Natively Integrate HubSpot With Your MS Teams

First, we have the native integration offered by HubSpot itself. The setup process is pretty straightforward: 

1. Start by logging into your HubSpot account. Ensure you have the necessary permissions to add integrations.

2. Navigate to the App Marketplace from the main navigation bar in HubSpot.

3. Type "MS Teams" in the search bar.

4. Click on the MS Teams integration and follow the prompts to install it. You may need to sign in to your Microsoft account to authorize the connection.

5. Set up your preferences for notifications. Decide which HubSpot events (like new deals or contact updates) should trigger notifications in MS Teams.

6. Create a test event in HubSpot and check if the notification appears in MS Teams to ensure everything is set up correctly.

HubSpot And MS Teams Integration Via Zapier

If the native integration doesn’t cover all your needs, Zapier can help create custom workflows. Here’s how to integrate HubSpot with MS Teams using Zapier:

1. Log in or create a Zapier account if you don’t have one.

2. Click on “Make a Zap” to start creating your custom workflow.

3. Choose HubSpot and select a trigger event, such as a new contact or deal.

4. Follow the prompts to connect your HubSpot account to Zapier.

5. Choose MS Teams and select an action, like sending a message or creating a channel.

6. Follow the steps to connect your MS Teams account.

7. Define the details of your workflow. Decide what HubSpot data will trigger actions in MS Teams.

8. Test the Zap to make sure it works correctly. Once satisfied, activate it.

Limitations Of Native HubSpot And Zapier’s MS Teams Integration

The HubSpot-MS Teams integration by both HubSpot and Zapier offer numerous functionalities that help increase visibility with real-time updates. But there are noteworthy limitations from a 360 degree sales automation perspective:

Update Data on HubSpot from MS Teams

Currently, you can view data from HubSpot in MS Teams, but you cannot update any data directly. Messages from HubSpot to MS Teams usually come with a "View in HubSpot" button as the default action. This means that the integration primarily functions as a notification system, restricting what you can do within MS Teams.

Missing Reports

HubSpot Reports is an excellent tool, but it can be overwhelming for new users. The report structure can get cluttered, making it difficult to find the right report. As it stands, the HubSpot-MS Teams integration does not support sharing reports on MS Teams. Many users find it challenging to locate the necessary reports among numerous others.

To address this issue, Sidekick offers a Snapshot feature. This feature sends a summary of your most important reports to your preferred MS Teams channel at regular intervals, simplifying report access and visibility.

Intelligent Follow-Ups

Neither of these integrations currently have the ability to analyse your HubSpot data to provide prompts that automate data updates or identify buried data. This means sales teams have to spend significant time inside the CRM to find out what data needs to be added or updated, manually.

Sidekick’s Bi-Directional HubSpot MS Teams Integration

Sidekick is designed specifically for integrating HubSpot with MS Teams, offering significant time savings—up to 60 person-hours per month—through automation. Unlike native integrations or Zapier, Sidekick enables bi-directional data flow, allowing sales tasks that typically require logging into HubSpot to be managed directly within MS Teams. Sidekick transforms MS Teams into the new CRM interface for sales operations tasks. 

If you’re a sales leader looking to maximize your team’s productivity and adoption of the CRM as well as sales processes, Sidekick is your ideal solution. Sidekick essentially lets you trigger MS Teams alerts for any HubSpot event, and update the CRM records instantly from the Teams chat window itself. With a variety of pre-built templates to choose from, you can just sign up for a free trial account and get started with a few simple clicks.

Conclusion

Integrating HubSpot with MS Teams can revolutionize your sales processes and team’s efficiency. As the future of CRM evolves, tools like Sidekick are leading the way by providing seamless bi-directional integrations. By bridging gaps between platforms, Sidekick ensures that sales teams can work more effectively, maximizing the potential of their HubSpot CRM and collaboration tools. 

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