• Schedule Microsoft Teams meetings directly from HubSpot CRM records and automatically add Teams links to invites.​

• Receive HubSpot CRM notifications (deal updates, ticket assignments, form submissions, etc.) as messages in Teams chats and channels, reducing the need to switch platforms.​

• Log Teams calls, meeting recordings, and webinar attendance to HubSpot records so all customer activity is tracked in one place.​

• Create and manage HubSpot tickets or tasks directly from Teams messages, keeping work connected to conversations.​

• Automatically generate new Teams channels for high-priority accounts or deals using HubSpot workflows, centralizing team collaboration.​

• Control which Teams users or channels get specific HubSpot notifications to keep updates relevant and avoid information overload.​

• Access HubSpot contact and deal details from within Teams chats for seamless collaboration and quick decision-making.​

• Sync webinar registrations and engagement from Microsoft Teams events into HubSpot marketing for robust event automation.​

• Send and log sales emails from Outlook to HubSpot contact, company, and deal records with a one-click tracking and logging add-in.​

• Track email opens and link clicks in real time, with activity automatically added to the contact timeline in HubSpot.​

• Insert HubSpot email templates, snippets, and documents into Outlook emails to keep messaging consistent and save time.​

• Use the Outlook sidebar to view and edit HubSpot contact and deal details without leaving your inbox.​

• Schedule meetings from Outlook and log them to HubSpot records, keeping calendars and CRM activity aligned.​

• Automatically create new contacts in HubSpot from incoming Outlook emails so new leads are captured in the CRM.​

HubSpot works with Excel primarily through data import/export and live-sync tools so you can analyze, report on, and update CRM data in spreadsheets.​

• Export contacts, companies, deals, tickets, and reports from HubSpot as CSV files, then open them in Excel for analysis, reporting, or backups.​​

• Import Excel or CSV files into HubSpot to create or update contacts, companies, deals, products, and custom objects using mapped columns.

HubSpot connects with Google Workspace (G‑Suite) mainly through Gmail, Google Calendar, and Google Drive so you can manage CRM activity from your Google tools.​​

• Connect Gmail to HubSpot to send, track, and log emails to contacts, companies, and deals directly from your inbox, including open/click tracking and activity timelines.​​

• Use the HubSpot Gmail Chrome extension/add-on to insert templates, snippets, and documents, and to view or edit HubSpot contact and deal details in a sidebar inside Gmail.​​

• Sync your Google Calendar with HubSpot so meetings booked via HubSpot links or the CRM appear on your Google Calendar and log automatically to associated records.​​

• Enable Google Workspace SSO so users can log into HubSpot using their Google credentials for simplified access and centralized user management.​

• Integrate Google Drive with HubSpot (via marketplace apps or tools like Zapier/Ulgebra/HubBase/CloudFiles) to link or sync Drive documents to contacts, companies, deals, and tickets.​

• Automate workflows between HubSpot and Google Workspace (e.g., create Drive folders, update docs, or manage Workspace users when contacts or deals change in HubSpot) using no-code automation platforms.