HubSpot and Microsoft Teams automations

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

91 scenarios

HubSpot submissions become tasks in Microsoft Teams
New CRM deal, task in your task manager
New HubSpot projects become tasks in Microsoft Teams
New lead in HubSpot becomes a task in Microsoft Teams
Deal moves a stage in HubSpot — a task appears in Microsoft Teams
Contacts from HubSpot into Microsoft Teams audiences
New HubSpot contacts — into Microsoft Teams audiences
Email validation for new CRM contacts
Unassigned support tickets — as a list in Microsoft Teams
Website check for new HubSpot companies
A booked meeting — a CRM task and a reminder
Validating new contacts for dead addresses
A daily birthday reminder to your messenger
Customer tickets into team tasks
Chat messages — into support tickets
A paid invoice moves the deal in your CRM
A messenger ping for every big new lead
Support tickets — as a thread in your team chat
New deals routed automatically — to the team, table, and slides
Priority for big-budget leads — straight to the CRM and a team signal
A weekly leads-and-deals report — to your messenger
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
Sort outreach replies with actions in hubspot
Early churn-risk detection from Zendesk tickets
Which channel brings deals — a per-source breakdown in Microsoft Teams
Pitch an upgrade at the exact moment a customer outgrows their plan
Inbound leads scored, with alerts and draft replies for the hot ones
The follow-up after a meeting — written for you
Form feedback turned into tasks across your trackers
Form leads into the CRM: no duplicates, with a score and an alert
Auto-handle lead replies from email — CRM task and sales alert
New-lead handling: CRM entry, team alert and reminder
CRM contact lookup right inside your team chat
Cold deals close themselves — and bring back feedback
Call summaries — sent to your team and CRM automatically
Stalled deals bring themselves back to life
Stuck tickets, followed up automatically
Client onboarding from a single form: folder, contact, channel, tasks
Sales cycle analysis and recommendations — automatic
High-value lead alerts — to chat, sheet and calendar
Scoring and routing leads from form submissions
Contract renewal reminders: an email to the client, a task for the rep
A lead replies — the CRM card updates and a task lands on a rep
Early warnings on at-risk deals, delivered to the rep's chat
Hiring spikes at your accounts — straight to team chat
A hiring signal — into a ready sales lead automatically
Email replies with the client's history in mind — with your approval
Smart lead routing to reps — instant, with no manual assignment
A support ticket digest — every morning
Client renewal reminders — ahead of time
Capture and route leads from every channel
Morning briefs for your meetings — who and where from
A client deck built from a call recording — automatically
Collect client reviews and summarize them to chat automatically
Enrich leads and get alerts on strong ones
Ticket triage and escalation with response-time control
Re-engage stalled leads with a ready-made email
Automatic follow-ups on stalled deals
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Website leads — enrichment, scoring and routing to CRM
Meeting prep that arrives on its own — contact, deals, company and talking points
Enrich and score inbound leads, straight into your CRM
Re-engaging quiet clients — weekly, without manual tracking
Catch churning customers early: record updated, task created, team alerted
Client onboarding after a won deal
Automatic follow-ups for prospects who went quiet
A summary of support tickets — topics and customer mood
Support tickets turned into tracker tasks automatically
Support metrics from two systems — in one weekly report
Invoices from email into accounting, with approval
Morning reminders of birthdays and name days
SLA monitoring that warns before a ticket breaches
Tell customers their bug is fixed — the moment the issue closes
Incoming lead sorting and routing — automatically
Payment issue handling: a reply to the customer, an escalation to the team
Website leads straight into CRM deals, with a team alert
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
An end-of-day report — written by AI and sent for you
Meeting recording → tasks, a client email and an updated CRM record
A requirements doc that keeps itself current
Feedback triage and customer replies — automatically
Adding and enriching CRM leads without duplicates
Every sale — logged, a ping to you and a thank-you to the buyer
A client quote right from your chat — describe the order in words
An AI assistant over your CRM in any messenger
AI support across every channel, grounded in your docs
A personal assistant in your messenger: email, calendar, tasks, expenses