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Office 365 + HubSpot CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between Office 365 and HubSpot CRM

About Office 365

Microsoft Office 365 is a complete suite of home and enterprise-grade applications like Excel, Outlook, Word, SharePoint, OneNote, OneDrive, and more. Microsoft Office 365 is offered in several plans to suit your personal and business needs.

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

HubSpot CRM Integrations
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Best Office 365 and HubSpot CRM Integrations

  • Office 365 Trello

    Office 365 + Trello

    Create Trello Cards from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Trello Create Card
    Keeping up with Office 365 emails that you need to take an action on is really difficult when you receive hundreds of emails in a day. With this integration, you can automatically create Trello cards for those mails to follow up later. After setting this integration up, we will automatically create a card in Trello for every new email received on your Office 365 account. Our Office 365-Trello integration allows you to take rapid action on your Office 365 emails by converting them into Trello cards.
    How It Works
    • A new email is received in Office 365
    • Appy Pie Connect creates a new Trello card on a chosen board
    What You Need
    • An Office 365 account
    • A Trello account
  • Office 365 Slack

    Office 365 + Slack

    Receive Slack alert messages for every new Office 365 event Read More...
    When this happens...
    Office 365 New Event
     
    Then do this...
    Slack Send Channel Message
    Set up this Slack – Office 365 integration and we will watch your Office 365 account for you. After setting up this integration, we will send a notification to your chosen Slack channel every time a new event is created in associated Office 365 calendar. Our automation platform enables you to set up this Connect in a few minutes without having to write a single line of code. So, stay on top of your schedule at all times by integrating your Office 365 calendar with Slack now.
    How This Integration Works
    • A new event is created in your chosen Office 365 calendar
    • Appy Pie Connect sends a notification to your chosen Slack channel
    What Is Needed for This Integration
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

    Office 365 + Slack

    Get notifications in Slack for new Office 365 emails (containing subject, sender, body preview and link to email) Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Once you set this integration up, Appy Pie Connect will automatically send a notification directly to your Slack channel where every team member can see the upcoming tasks. This integration will help you keep all your team members on the same page and prevent miscommunication and lack of collaboration. This Connect sends notifications, containing email subject, snippet (body preview), sender name, and link to email.
    How This Integration Works
    • An email is received on Office 365
    • Appy Pie Connect sends a notification to the Slack channel of your choice
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Todoist

    Office 365 + Todoist

    Create Todoist tasks from new Office 365 emails Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Todoist Create Task
    Turn your Office 365 emails into Todoist tasks with Office 365 – Todoist automation from Appy Pie Connect. Once you’ve established this integration, whenever a new email is received in Office 365, we will automatically turn it to Todoist task, so you never miss an important email again. Don’t waste another minute! Automate your workflow in minutes without any programming knowledge.
    How This Integration Works
    • A new email is received in your Office 365 account
    • Appy Pie Connect automatically creates a new task in Todoist
    What You Need
    • An Office 365 account
    • A Todoist account
  • Office 365 Slack

    Office 365 + Slack

    Get every new Office 365 email (in full) in a Slack channel of your choice Read More...
    When this happens...
    Office 365 New Email
     
    Then do this...
    Slack Send Channel Message
    Get more out of your Slack account by integrating it with Office 365. After setting this integration up, whenever a new email is received in your Office 365 account, Appy Pie Connect will automatically send a message in the Slack channel of your choice. In this automation, you can either select inbox or a folder to watch for new emails.
    How It Works
    • A new email is received in your Office 365 inbox or folder
    • Appy Pie Connect posts a message (customizable) in your selected Slack channel
    What You Need
    • An Office 365 account
    • A Slack account
  • Office 365 Slack

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    {{item.message}} Read More...
    When this happens...
    Office 365 {{item.triggerTitle}}
     
    Then do this...
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Connect Office 365 + HubSpot CRM in easier way

It's easy to connect Office 365 + HubSpot CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Calendar

    Triggers once you add a new calendar.

  • New Contact

    Triggers when a new contact is added to your account

  • New Email

    Triggers when a new e-mail is received in your inbox.

  • New Event

    Triggers when a new event is created in your calendar.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    Actions
  • Create Contact

    Creates a new contact.

  • Create Event

    Create an event in the calendar of your choice.

  • Send Email

    Send an email from your Outlook account.

  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How Office 365 & HubSpot CRM Integrations Work

  1. Step 1: Choose Office 365 as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate Office 365 with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select HubSpot CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate HubSpot CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Office 365 and HubSpot CRM

What is Office 365?

Office 365 is a Microsoft service that provides cloud-based business applications to organizations. It was first launched in 2011, and is one of the fastest growing product of Microsoft. It can be used by individual as well as an enterprise.Office 365 comes with several applications such as:· Outlook email client· Word processing software· Presentation software· Spreadsheets software· OneNote application· Skype for Business communication software· Yammer for social networking· Microsoft Teams cplaboration software· Power BI for business intelligence reporting· Microsoft Flow for building workflows· Microsoft Stream for video conferencing and online meetingsSome of the premium plans also include other applications such as Dynamics CRM and SharePoint.· SharePoint Online is a cplaborative top that allows users to create, edit and share documents, webpages, images and videos. With SharePoint Online, users can create different types of content such as Pages, Blogs, Wikis etc.SharePoint Online also provides an option to upgrade your SharePoint site with:· Workflows – This feature allows you to automate tasks, such as approving documents before they are published.· Business Intelligence – Users can get real-time insights into their organization's data and information. They can find patterns or trends that can help them make intelligent business decisions.· Forms – This feature allows users to create surveys and forms to cplect feedback from other users. These can be used to take ppls or gather data about a specific topic.What is HubSpot CRM?

HubSpot CRM is an integrated sales and marketing platform that combines marketing automation, prospecting tops, sales tops, analytics, and reporting in a single system. It is widely used by businesses across all industries. The main benefit of using this CRM is that it helps businesses increase revenue and reduce costs by increasing the productivity of sales and marketing teams.Hubspot CRM helps businesses in connecting with potential customers at the right time with the right message. It creates a detailed profile of each customer to understand what they want, how they think, what's the best way to reach them and how to convert them into loyal customers.It is used by more than 50,000 customers worldwide including big brands like Adidas, Cisco, HPE, Dell, Xerox etc.HubSpot CRM comes with fplowing modules:· Sales – This module helps in managing the sales pipeline through email and HubSpot phone calls tracking features. It also allows users to schedule fplow up emails and customize templates for sending emails to prospects. It also gives details about when the prospect viewed the email or clicked on a link in the email etc. The Sales module also allows users to manage quotes, orders and invoices with their clients.· Marketing – This module lets you create and send targeted emails and social media updates that help you connect with potential customers. It helps you create personalized messages that appeal to the customer's emotions and connect with the prospects' needs or queries. It allows you to track who opened your email or clicked on links in your email etc. It also lets you create landing pages that provide more information about your products or services or give a free trial of your product etc. This module also provides detailed reports on the performance of your marketing campaigns so that you can analyze which marketing campaigns are working well and which need some changes or improvements.· Analytics – This module provides reports on your business performance so that you can analyze what leads are most effective for generating sales or conversions etc. It provides detailed reports on lead generation, lead nurturing, conversion rates etc. Users can use these reports to get valuable insights into their business performance and improve their sales and marketing strategies accordingly.HubSpot CRM integrates directly with Office 365 to allow users to access their CRM data within Excel or Word without leaving the document they are working on. This integration makes it easy for users to access their CRM data within their existing applications without having to switch between different applications.

Integration of Office 365 and HubSpot CRM

The process to integrate Office 365 and HubSpot CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.