Custom engineered Calls & Messaging integration
Microsoft Outlook & HubSpot integration
Custom engineered for your business by SpotDev's accredited developers
Connect Microsoft Outlook and Exchange Online to HubSpot so shared mailboxes, individual email and calendar events are logged against the right contact and deal by rule, using Microsoft Graph rather than each user's add-in.
- 2 to 4 weeks typical turnaround
- £2.5k-£6k typical investment
- OAuth 2.0
Why connect Microsoft Outlook to HubSpot
HubSpot's Office 365 add-in logs and tracks email when the task pane is open, and a connected inbox handles a user's own mail and calendar. HubSpot also states that Microsoft 365 shared mailboxes are not supported as individual connected inboxes, which is exactly where sales@, info@ and accounts@ live.
- Shared mailbox conversations never reach the contact timeline unless someone forwards them
- Logging relies on the add-in being open at send time, so the record depends on habit
- Calendar events booked in Outlook by assistants or from other systems do not become HubSpot meetings
- Microsoft Graph gives an application access to primary and shared mailboxes, calendars and contacts, with change notifications for new messages and events
What you can do with Microsoft Outlook and HubSpot
The integration uses Microsoft Graph with application permissions granted by your Microsoft 365 admin and writes activity to HubSpot under your rules.
- Log every message in a shared mailbox to the matching contact and open deal or ticket, including attachments, as it arrives
- Match inbound email by sender domain to the company when no contact exists, and create the contact with the right owner
- Mirror Outlook calendar events to HubSpot meetings and back, so reschedules and cancellations show on the deal
- Exclude internal, personal and marked-private mail by rule so only customer conversations are stored
How the Microsoft Outlook & HubSpot integration works
- Two-way sync
- Sync direction between Microsoft Outlook and HubSpot
- Real time sync
- How often data updates flow
- OAuth 2.0
- Secure authentication method
- Emails, Meetings, Contacts, Tasks
- Records kept in sync
- Sales Hub, Service Hub
- HubSpot hubs supported
- 2 to 4 weeks
- Typical time to deploy
Typical setup
- Discovery and scope
- Build and field mapping
- Test and validate
- Deploy and support
Integration Impact Analysis
With Integration
- Streamlined operationsAutomated workflows replace manual processes
- Single source of truthConsistent data across all revenue teams
Without Integration
- Manual processesTeams managing tools instead of revenue
- Data silosCritical insights trapped in silos
Microsoft Outlook & HubSpot integration: FAQs
Does Outlook have an API that HubSpot can use?
Is the HubSpot Sales Office 365 add-in enough?
How long does an Outlook HubSpot integration take?
How much does an Outlook HubSpot integration cost?
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Why SpotDev?
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Custom Integration Accredited
Advanced HubSpot accreditation specifically for complex API integrations and custom development projects.
HubSpot Onboarding Accredited
Accredited onboarding specialists who ensure seamless implementation and user adoption for complex HubSpot deployments.
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