How to Integrate Microsoft Teams with HubSpot

Quick summary

This demo shows how to integrate Microsoft Teams with HubSpot using Make.com to automate CRM-triggered team notifications. By building a Make scenario, you can send real-time Teams messages whenever HubSpot events occur, reducing manual follow-up and improving response times.

Steps

1. In the Make.com dashboard, click '+Create a new scenario' to start building your automation.
2. In the scenario editor, click the add icon, search for HubSpot, and select it as your first module.
3. Create a workflow by selecting a trigger for your HubSpot module.
4. Click 'Create a connection' to authenticate and connect your HubSpot account.
5. Choose a HubSpot account to continue with the connection.
6. Select an account and click 'Choose Account' to confirm your selection.
7. Click 'Connect app' to complete the HubSpot authorization.
8. Edit your scenario by adding the relevant details for your HubSpot trigger.
9. Click 'OK' to save your trigger configuration.
10. Add Microsoft Teams as your scenario action module.
11. Select an action to define what should happen in Microsoft Teams.
12. Customize your action settings based on your specific requirements.
13. Review the completed scenario — it will now automate communication between HubSpot and Microsoft Teams, enhancing efficiency and response times.