HubSpot
Microsoft Office 365
zapier

An automated workflow using zapier

Connects HubSpot + Microsoft Office 365

Send Microsoft Office 365 emails with new deal property changes in HubSpot

About this workflow template

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.

HubSpot and Microsoft Office 365 can also be integrated using automation tools other than zapier:

Diagram

Send Microsoft Office 365 emails with new deal property changes in HubSpot
Workflow diagram: HubSpot + Microsoft Office 365 integration

How it works?

When this trigger fires in HubSpot

HubSpot

New Deal in Stage Deprecated in HubSpot

Triggers when a deal enters a specified stage.

Then these actions happen in HubSpot and HubSpot

Microsoft Office 365

Send Email in Microsoft Office 365

Send an email from your Office 365 account.

HubSpot

New Deal Property Change Deprecated in HubSpot

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.

How to set up this workflow

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

Configure Applications

First, we need to connect HubSpot and Microsoft Office 365 to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect HubSpot to Zapier.

    Connect HubSpot to Zapier.

    Give Zapier access to your HubSpot account, using HubSpot credentials.

  • Connect Microsoft Office 365 to Zapier.

    Connect Microsoft Office 365 to Zapier.

    Give Zapier access to your Microsoft Office 365 account, using Microsoft Office 365 credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for HubSpot

    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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • HubSpot

    New form submission

    Triggers when a form is submitted.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    New contact

    Triggers when new contact is available.

    zapierautomateio
    triggerbyzapierautomateio
  • HubSpot

    New contact in list

    Triggers when a contact is added to the specified list. _(Marketing Hub Starter plans and above)_.

    zapierautomateiopipedream
    triggerbyzapierautomateiopipedream
  • HubSpot

    New deal

    Triggers when new deal is available.

    zapieralbato
    triggerbyzapieralbato
  • HubSpot

    New contact property change

    Triggers when a specified property is provided or updated on a contact.

    zapierpipedream
    triggerbyzapierpipedream
  • HubSpot

    Updated deal stage

    Triggers when a deal enters a specified stage.

    zapier
    triggerbyzapier
  • Microsoft Office 365

    Send email

    Send an email from your Office 365 account.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Office 365

    Create event

    Create an event in the calendar of your choice.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Office 365

    Create contact

    Creates a new contact.

    zapierintegratelypabbly-connect
    actionbyzapierintegratelypabbly-connect
  • Microsoft Office 365

    Create draft email

    Creates a draft of an email that can then be reviewed and sent out.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Office 365

    Update contact

    Updates a contact.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft Office 365

    Find a contact

    Search for a contact.

    zapier
    actionbyzapier

Apps you need

HubSpot

HubSpot

Email Marketing

An inbound marketing, sales and customer service online platform

HubSpot provides tools for CRM, social media marketing, content management, lead generation, analytics, SEO, online chat, and customer support.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.