Quick tipHow toSales HubService Hub

Create HubSpot tasks and tickets from Microsoft Teams

Capture follow-ups without leaving Teams.

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Time
2 min · Beginner
Last verified

Short answer

HubSpot's KB: after connecting Teams, create tasks (associated with a contact, company or deal) and tickets (with pipeline, status, owner and priority) directly from Teams.

1. In HubSpot

The relevant screen in my demo portal.

Connected Apps page with the tabs, the Needs attention section, and the My Apps table highlighted
Tabs (1), Needs attention (2), and My Apps (3).

2. Worth knowing

Help desk tickets can also sync to Teams; see the help desk KB articles.

3. Related

Teams permissions.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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