MS Teams is, without a doubt, the most widely used business communication platform today. A staggering 6.22 billion chats are recorded every year on Teams. In 2024 alone, over 1 million organisations are using MS Teams, which includes 90% of the Fortune 100 companies.

Have you integrated your MS Teams with your HubSpot CRM though? If not, you’re missing out on massive jumps in productivity for your sales team! But we won’t get into a business case for why integrating your CRM and messaging platform is a game changer for sales teams. We assume that you’re already feeling the inefficiency pain and are ready for a solution. 

So, let’s dive right into three different ways you can integrate your MS Teams with your HubSpot CRM, along with the features offered in each integration.

Method 1: HubSpot’s Native Integration With MS Teams

HubSpot’s native integration with Microsoft Teams offers these functionalities: 

1. Meeting Scheduler: Automatically turn HubSpot meetings into MS Teams calls. 

2. Webinar Sync: Sync webinar details like registration and attendance, from MS Teams to HubSpot. 

3. Notifications: Get notifications in MS Teams for HubSpot activities like chats, reminders, mentions, and form submissions. You can also create HubSpot workflows to customize your notifications to include reminders for deal updates and creation of notes or tasks. 

4. Manage Conversations: Handle HubSpot inbox messages directly in MS Teams channels. 

5. Tasks and Tickets: Create HubSpot tasks or tickets from MS Teams messages. 

6. Sync Activity: Link MS Teams channels to HubSpot deals and companies to sync activity updates.

Method 2: Zapier’s Integration With MS Teams & HubSpot

Zapier offers another way to integrate MS Teams and HubSpot, with the following features:

1. Contacts Alerts: Send Teams messages for new HubSpot contacts and contact property changes. 

2. Form Submission Notifications: Notify Teams channels of new HubSpot form submissions. 

3. Deal Stage Updates: Alert Teams channels when HubSpot deal stages change, and automatically set up channels for new or updated HubSpot deal stages. 

4. Social Media Messages: Send Teams messages for new HubSpot social media interactions. 

Both HubSpot’s native integration and Zapier’s integration offer one-directional flow of information. This means that while you can receive notifications in MS Teams for specific activities, you can’t update back inside HubSpot. This is a major limitation for sales teams looking for a one-stop shop sales automation fix.

Method 3: Sidekick’s Bi-Directional Integration Between MS Teams & HubSpot

Enter Sidekick. If you’re a sales leader with an objective of maximizing your team’s productivity, adherence, and adoption of your CRM and sales processes, Sidekick is going to be your new (work) best friend.

Sidekick's automation platform bridges the gap between HubSpot and MS Teams through a powerful bi-directional integration. It helps sales and revenue teams stay aligned and keep deals moving forward efficiently. With Sidekick, you can trigger an MS Teams alert for any HubSpot event and update your CRM records instantly, all from your Teams chat window. For example, when a meeting ends, or a deal becomes inactive, Sidekick messages you on MS Teams with updatable action buttons. These alerts are delivered to a designated channel, group chat, or direct message, at a time or frequency of your choosing.

Setting up Sidekick is simple and fast. Just sign up for a free trial account, and with a few quick clicks, you’ll be ready to start using it. No IT team, no complicated onboarding, and no clunky manuals. 

Here’s an overview of just a few ways you can use Sidekick:

1. Instant Lead Alerts, Qualification, and Assignment

When a new lead comes in, speed is crucial. Sidekick immediately notifies your sales or account representative with an inbound lead alert. These alerts include all the necessary information to kickstart the sales process directly from Microsoft Teams, such as assigning reps, qualifying leads, and updating the lifecycle stage. This quick notification boosts the chances of closing deals and ensures no lead is overlooked.

2. Log Meeting Updates From MS Teams To HubSpot

Logging meeting notes and updating CRM records can be time-consuming. Sidekick simplifies this by messaging the meeting organizer on Microsoft Teams after each meeting. With one click, sales reps can input meeting notes and update the HubSpot record, all from within Teams. This feature captures every customer interaction and enhances productivity.

3. Weekly Activity Recap

Sidekick tracks all new leads and sends a weekly report to each sales rep. This report highlights which leads have been contacted and their current status. Customize these messages to include relevant contact properties that you want to update back in HubSpot. This helps ensure that no lead slips through the cracks.

4. Alerts For Inactive Deals

Don’t let potential deals slip away. Set custom Microsoft Teams notifications to alert your team when a deal’s close date has passed. Take action right from Teams, such as pushing the close date or closing the deal. This keeps your team proactive and responsive.

5. Create Celebration Channels

Sidekick can create a dedicated Microsoft Teams channel for celebrating sales wins. Whether it’s booking a demo or closing a deal, keep your team updated on all the successes. 

6. Receive Reports In Teams

Sidekick sends snapshots of your key metrics directly to Microsoft Teams. Whether it’s lead reports, or weekly deal activity, you’ll stay informed. Keep your team focused and updated without the hassle of clunky report builders.

7. Set Up Deal Channels

When a new deal is created in HubSpot, Sidekick can set up an MS Teams channel. This channel includes key properties and adds relevant team members. You can choose to enable this for specific deal types, such as high-value deals over $100K. Regular deal updates can be sent to this channel, providing visibility to cross-functional and leadership team members who don’t want to log into HubSpot for quick updates.

8. Closed-Won Alerts

Set up real-time alerts to notify your team when a deal closes. These alerts can be sent to your sales manager, the entire sales team, or a general update channel. This is especially useful for remote teams, helping them celebrate wins together and stay motivated.

9. Intelligent Follow-Ups

Sidekick helps automate data updates and uncover buried data. This feature provides actionable insights and prompts your team to add or update data when necessary. For example, all deals with a missing Close Date can be mapped to designated sales reps to update via MS Teams in one go. This ensures your CRM is always current without extra effort, increasing sales forecasting accuracy. 

Discover More Features

Don’t see what you’re looking for? No sweat! Sidekick’s biggest flex is its ability to bring any sales process from your HubSpot CRM into MS Teams. And giving your sales team the ability to update their CRM on-the-go, without ever leaving their Teams chat window. The alerts are easily customizable, from the data included to the timing of alerts. 

Get in touch with us