How can I filter which chats create deal records?

DryMerge allows you to filter chats based on keywords, channels, or user roles. Define your criteria, and DryMerge will take care of the rest.

Can I link the deal records to specific contacts?

Yes, you can link deal records to specific HubSpot contacts by providing the relevant details. DryMerge will ensure the deal is associated correctly.

Who benefits from this automation?

Sales teams and business development professionals who need to quickly turn promising discussions into actionable deal records use this automation.

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HubSpot + Microsoft Teams

Create HubSpot Deal Records from Teams Chats

Efficiently manage potential opportunities by creating new HubSpot deal records from relevant Microsoft Teams chat messages. This helps capture important deal information directly from team conversations.

Marked Chat Message

Triggers when a chat message is marked for creating a deal.

Create HubSpot Deal

Creates a new deal record in HubSpot.

See more HubSpot to Microsoft Teams integrations or use AI to customize your automation.

or pick a common variation below

Create HubSpot Tasks from Microsoft Teams Messages

HubSpot + Microsoft Teams

Create HubSpot Contacts from Microsoft Teams Mentions

HubSpot + Microsoft Teams

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create HubSpot deal records from Teams chats"

Create HubSpot deal records from Teams chats

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Microsoft Teams.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Microsoft Teams

Microsoft Teams is a unified communication and collaboration platform that combines chat, video meetings, file storage, and application integration. Streamline teamwork and automate workflows based on messages and events.