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Integrations/Microsoft Teams/Microsoft Teams + HubSpot

Unite Microsoft Teams Calls with HubSpot Records

Turn every Microsoft Teams conversation into actionable HubSpot data. Automatically log calls, transcribe conversations, and update your HubSpot records in real-time.

Microsoft Teams to HubSpot integration

Set Up in Minutes, Not Hours

Get your Microsoft Teams and HubSpot integration running quickly with our simple 3-step process

1
Connect Microsoft Teams

Link your Microsoft Teams account using OAuth 2.0 (Microsoft Identity) to enable call capture from all devices.

2
Connect HubSpot

Authenticate your HubSpot account using OAuth 2.0. Setup takes 5 minutes.

3
Start Logging Automatically

Every Microsoft Teams call automatically creates a detailed record in HubSpot with transcripts, recordings, and smart contact matching.

How Microsoft Teams and HubSpot Work Together

Call Connector creates a seamless bridge between Microsoft Teams and HubSpot, turning every communication into organized, searchable data.

Automatic Call Logging

When a call ends on Microsoft Teams, Call Connector immediately gets to work. It looks up the phone number in your HubSpot contacts and creates a Call Record with complete metadata: duration, timestamp, direction, and participants.

Recording & Transcripts

Recording a call in Microsoft Teams? The recording and AI-generated transcript are automatically attached. No manual uploads, no copy-paste—everything flows automatically.

Smart Matter Linking

Calls are automatically associated with the relevant matter based on the contact. Everything stays organized without you lifting a finger.

What's Included

Call Logging

SMS Logging

Fax Logging

Recording Storage

AI Transcripts

Matter Association

Microsoft Teams - Learn more about this integration
HubSpot - Learn more about this integration
Available on Enterprise+ Plan

This integration requires the Enterprise plan or higher. Both Microsoft Teams and HubSpot must have active accounts.

Why Microsoft Teams + HubSpot?

Professional communication
The Problem

Sales teams live on the phone, but when Microsoft Teams calls aren't logged to HubSpot, deals slip through the cracks. Reps waste time manually updating CRM records instead of selling, and managers lack visibility into customer conversations and pipeline health.

The Solution

Call Connector automatically captures every Microsoft Teams call and creates a Call Record in HubSpot with complete details: participants, duration, timestamp, and direction. When you record calls in Microsoft Teams, you also get AI-powered transcripts—searchable and ready for review. If the contact has an associated matter, everything links automatically.

The Result

Sales reps stay focused on selling while every Microsoft Teams conversation automatically updates HubSpot. Managers get complete visibility into customer interactions. No missed follow-ups, no lost deals, no manual logging—just automatic, accurate pipeline data.

Everything Captured Automatically

Complete details from every Microsoft Teams communication, automatically organized in HubSpot

Microsoft Teams

Every Microsoft Teams meeting with external attendees automatically recorded

Meeting duration, timestamp, and participant list captured

AI-powered transcriptions with speaker identification

Full meeting recordings stored in connected cloud storage

Recordings and transcripts logged to destination CRM/practice management system

Manual bot invitation available for ad-hoc meetings

HubSpot

Every call logged as a Call record with full details

Call duration, timestamp, direction, and participants automatically captured

AI-powered transcriptions embedded in call details

Recording links included for instant playback (shows as 'not recorded' in HubSpot UI)

SMS messages logged as Communications in the SMS category

Faxes logged as Notes associated with the contact

See It In Action

Real examples of Microsoft Teams and HubSpot working together with Call Connector

Call logged as Call record in HubSpot

HubSpot: Calls appear as Call records with duration and timestamp details

Call details in HubSpot showing recording information

HubSpot: Click to view full call details including transcripts and recording links

SMS logged as Communication in HubSpot

HubSpot: SMS messages appear as Communications in the SMS category

SMS logged into HubSpot

HubSpot: SMS are logged as Notes on the contact for complete communication history

Fax logged as Note in HubSpot

HubSpot: Fax logged as a Note in HubSpot.

Video meeting transcript with speaker identification

Microsoft Teams: AI-powered transcripts identify speakers and capture full conversation

ion8 Meeting Bot joining video meeting

Microsoft Teams: The recall.ai bot appears as a participant in your video meetings

Frequently Asked Questions

Common questions about connecting Microsoft Teams with HubSpot

Connect to HubSpot from other communication platforms

RingCentralDialpadZoomGoogle MeetGoTo MeetingWebex

Receive call logs from Microsoft Teams in other systems

Clio ManageFilevineLawmaticsMicrosoft Dynamics 365SalesforceSmokeballZoho CRM

Ready to Connect Microsoft Teams and HubSpot?

Start automatically logging all your Microsoft Teams calls to HubSpot today
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