This automation scenario allows you to connect HubSpot and Microsoft Office 365
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
HubSpot and Microsoft Office 365 can also be integrated using automation tools other than zapier:
When this trigger fires in HubSpot
Triggers when a deal enters a specified stage.
Then these actions happen in HubSpot and HubSpot
Send an email from your Office 365 account.
Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.
This guide contains information on how to set up an automatic workflow that allows to Send Microsoft Office 365 emails with new deal property changes in HubSpot.
Part I
First, we need to connect HubSpot and Microsoft Office 365 to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect HubSpot to Zapier.
Give Zapier access to your HubSpot account, using HubSpot credentials.
Connect Microsoft Office 365 to Zapier.
Give Zapier access to your Microsoft Office 365 account, using Microsoft Office 365 credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for HubSpot
Choose the following trigger: New Deal in Stage Deprecated (Triggers when a deal enters a specified stage.).
Then set up an Action for Microsoft Office 365
Choose this action: Send Email (Send an email from your Office 365 account.).
Then set up another Action for HubSpot
Choose this action: New Deal Property Change Deprecated (Triggers when a specified property is provided or updated on a deal, deprecated, please switch to "New Deal Property Change" trigger for the most reliable experience with your Zap.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between HubSpot and Microsoft Office 365.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Send Microsoft Office 365 emails with new deal property changes in HubSpot!
Triggers when a form is submitted.
Triggers when new contact is available.
Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.
Triggers when new deal is available.
Triggers when a specified property is provided or updated on a contact.
Triggers when a deal enters a specified stage.
Send an email from your Office 365 account.
Create an event in the calendar of your choice.
Creates a new contact.
Creates a draft of an email that can then be reviewed and sent out.
Updates a contact.
Search for a contact.
HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.
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