Easy Tech TutsHow to Connect HubSpot to Microsoft Teams, Easy Integration 2026
By Impran M N
Linking HubSpot to Microsoft Teams brings CRM notifications and quick actions into the channels your team already uses daily. This guide covers installing the official Teams app from HubSpot's marketplace, authorizing your Microsoft 365 account, and connecting specific channels to receive deal or ticket alerts. It ends with using the embedded bot to search CRM records without leaving Teams.
01Open the App Marketplace
Click the Marketplace icon in HubSpot to access available app integrations.
02Install the Teams app
Search for the official Microsoft Teams app and click Install App.
03Authorize Microsoft 365
Complete the Microsoft OAuth gateway and log in to grant profile permissions.
04Confirm your portal connection
Select your target HubSpot portal and confirm the handshake connection mapping.
05Link channels and set notifications
Choose your default Teams workspace and configure global notification rules for deal or ticket updates.
06Test meeting scheduling and workflows
Open a contact timeline to test the Create Teams Meeting feature, then build an automated alert rule in HubSpot Workflows.
Frequently asked questions
Can I get deal updates directly in a Teams channel?
Yes, once connected, you can link specific Teams channels to receive instant deal or ticket alerts.
Does this integration let me schedule meetings from HubSpot?
Yes, you can trigger a Create Teams Meeting action directly from a contact's timeline.
Can I search HubSpot records inside Teams chat?
Yes, the embedded HubSpot bot lets you search and view CRM records without leaving Teams.
What account do I need to authorize this integration?
You'll need to authenticate with your corporate Microsoft 365 account using OAuth.
Watch the full walkthrough
The same steps, demonstrated on screen from start to finish.
