💬 HubSpot + Microsoft Teams Integration #

Accelerate campaigns and streamline marketing approvals — right in Teams. #

Switching between HubSpot and Teams delays responses and creates visibility gaps for marketing teams.

With IT Partner's HubSpot + Microsoft Teams Integration, your team can:

• Get real-time campaign alerts in Teams channels when key metrics change
• Approve marketing content and budgets directly from Teams messages
• Collaborate on campaigns with HubSpot data embedded in Teams chats

🔗 What This Integration Does #

We connect Microsoft Teams with HubSpot to enable:

• Automated campaign alerts in Teams channels (e.g., "Campaign reached 80% of goal!")
• Approval workflows triggered from Teams that update HubSpot records
• Teams tabs with HubSpot data (Campaigns, Contacts, Performance dashboards)
• @mentions in Teams that create HubSpot tasks and follow-ups

💡 Why It Matters #

Without integration:

• Marketing teams waste significant time switching between collaboration and CRM tools
• Campaign approvals get delayed in email chains and separate systems
• Real-time campaign performance visibility is limited across the organization

With integration:

• ✅ Real-time campaign visibility in Teams channels
• ✅ One-click approvals that update HubSpot instantly
• ✅ Reduced app-switching with embedded marketing data
• ✅ Faster decision-making with immediate team collaboration

🚀 Key Benefits #

• Faster campaign execution (reduced response time to performance changes)
• Centralized collaboration with HubSpot context directly in Teams
• Secure approvals using Azure AD permissions and HubSpot roles
• Customizable alerts for goal achievements, budget thresholds, or performance changes
• Improved cross-team alignment between marketing, sales, and leadership

⚙️ How It Works #

1. Build Power Automate flows using:

   • HubSpot REST API for campaign updates and data retrieval
   • Teams webhooks for real-time notifications and alerts
   • Azure Logic Apps for complex workflow automation

2. Embed HubSpot tabs in Teams channels for:

   • Campaign performance dashboards
   • Contact lists and engagement metrics
   • Marketing analytics and reports

3. Set up approval workflows:

   • Teams message → HubSpot record updates
   • Content approval processes
   • Budget authorization workflows

Technical Notes:

• Uses HubSpot Webhooks for real-time event notifications (<5 sec delay)
• Requires Power Automate Premium for custom connectors and advanced workflows
• Supports HubSpot Marketing Hub Enterprise features
• OAuth 2.0 authentication for secure API connections

🎯 Who's This For? #

• Marketing teams using HubSpot and Teams daily for campaign management
• Marketing operations needing real-time campaign performance visibility
• Content teams requiring streamlined approval processes
• Marketing managers overseeing budget and campaign approvals
• Agencies managing multiple client campaigns and teams

🏆 Why Choose IT Partner #

• HubSpot Certified Experts + Microsoft Solutions Partner
• Pre-built templates for common marketing workflows and approvals
• End-to-end security with Azure AD integration and compliance
• Marketing technology specialists with deep platform knowledge
• 24/7 support and ongoing optimization services

💬 What's Next? #

Let's connect your marketing and collaboration tools for better campaign execution:

• ☎️ +1-855-700-0365
• ✉️ sales@o365hq.com
• 📅 Request a Consultation
• ➡️ Message via Teams

Transform your marketing collaboration with seamless HubSpot and Teams integration.