HubSpot and Microsoft Teams automations — Sales & Leads

Ready-made scenarios where HubSpot and Microsoft Teams work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

103 scenarios

New messages in Microsoft Teams — Contacts in HubSpot
New channels in Microsoft Teams — Deals in HubSpot
New messages in Microsoft Teams — Updating deals in HubSpot
New messages in Microsoft Teams — Finding contacts in HubSpot
New HubSpot projects become tasks in Microsoft Teams
New conversations in Microsoft Teams — Finding contacts in HubSpot
New conversations in Microsoft Teams — Deals in HubSpot
New lead in HubSpot becomes a task in Microsoft Teams
New messages in Microsoft Teams — Deals in HubSpot
New channels in Microsoft Teams — Contacts in hubspot
Deal moves a stage in HubSpot — a task appears in Microsoft Teams
HubSpot submissions become tasks in Microsoft Teams
New conversations in Microsoft Teams — Updating contacts in HubSpot
New messages in Microsoft Teams — Updating contacts in HubSpot
New deals in HubSpot — Messages in Microsoft Teams
New conversations in Microsoft Teams — Contacts in HubSpot
New channels in Microsoft Teams — Contacts in HubSpot
New members in Microsoft Teams — Engagements in hubspot
New conversations in Microsoft Teams — Contacts in HubSpot — variant 2
New CRM deal, task in your task manager
New conversations in microsoftTeams — Updating deals in HubSpot
New messages in Microsoft Teams — Finding contacts in HubSpot
New members in Microsoft Teams — Contacts in HubSpot
New HubSpot contacts — into Microsoft Teams audiences
Updated deals in hubspot — Sending messages in Microsoft Teams
New members in Microsoft Teams — Updating contacts in HubSpot
New messages in Microsoft Teams — Contacts in HubSpot
New contacts in HubSpot — Channels in Microsoft Teams
Found: contacts in HubSpot — Updating channels in Microsoft Teams
New messages in Microsoft Teams — Contacts in HubSpot
New messages in Microsoft Teams — Updating contacts in HubSpot
New contacts in HubSpot — Deleting tasks in Microsoft Teams
Found: deals in HubSpot — Channels in Microsoft Teams
New members in Microsoft Teams — Contacts in HubSpot
New messages in Microsoft Teams — Contacts in HubSpot
New contacts in HubSpot — Running apis in Microsoft Teams
New messages in Microsoft Teams — Updating deals in HubSpot
New conversations in microsoftTeams — Contacts in HubSpot
Stage change: deals in hubspot — Sending messages in Microsoft Teams
New tasks in Microsoft Teams — Deals in HubSpot
Contacts from HubSpot into Microsoft Teams audiences
New conversations in microsoftTeams — Updating contacts in HubSpot
New contacts in HubSpot — Updating channels in Microsoft Teams
Found: deals in HubSpot — Running apis in Microsoft Teams
Found: contacts in HubSpot — Channels in Microsoft Teams
New deals in HubSpot — Sending messages in Microsoft Teams
New deals in HubSpot — Channels in Microsoft Teams
New members in Microsoft Teams — Contacts in HubSpot
Found: registrants in goToWebinar — Sending messages in Microsoft Teams
Microsoft Teams members with email check via hunter into HubSpot
Review requests by deal stage
New CRM contacts — enrichment and alert
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
From Microsoft Teams through HubSpot — the answer back to Microsoft Teams
Website check for new hubspot companies
Validating new contacts for dead addresses
A messenger ping for every big new lead
A paid invoice moves the deal in your CRM
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
Sort outreach replies with actions in hubspot
Lead scoring and routing: hot leads straight to sales
Inbound leads scored, with alerts and draft replies for the hot ones
Pitch an upgrade at the exact moment a customer outgrows their plan
The follow-up after a meeting — written for you
New-lead handling: CRM entry, team alert and reminder
Auto-handle lead replies from email — CRM task and sales alert
Form leads into the CRM: no duplicates, with a score and an alert
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Smart lead routing to reps — instant, with no manual assignment
A lead replies — the CRM card updates and a task lands on a rep
A hiring signal — into a ready sales lead automatically
Hiring spikes at your accounts — straight to team chat
Scoring and routing leads from form submissions
Early warnings on at-risk deals, delivered to the rep's chat
Morning briefs for your meetings — who and where from
Client renewal reminders — ahead of time
Capture and route leads from every channel
Re-engage stalled leads with a ready-made email
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Enrich leads and get alerts on strong ones
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Meeting prep that arrives on its own — contact, deals, company and talking points
Website leads — enrichment, scoring and routing to CRM
Enrich and score inbound leads, straight into your CRM
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Client onboarding after a won deal
Incoming lead sorting and routing — automatically
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically