How to Integrate Power Automate with HubSpot CRM

HubSpot CRM is a powerful tool for managing customer relationships, while Power Automate enables automation across multiple applications. By integrating HubSpot with Power Automate, businesses can automate lead management, synchronize data, and improve sales efficiency without manual effort.

This guide will walk you through the process of integrating HubSpot CRM with Power Automate to streamline your workflow.

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Step 1: Set Up HubSpot and Power Automate

1.1 Create a HubSpot Account

If you don’t have a HubSpot account, sign up at HubSpot. Ensure you have API access, which is required for integration.

To get your HubSpot API Key:

1. Log in to HubSpot.
2. Click on your profile icon > Settings.
3. Navigate to Integrations > API Key.
4. Click Create API Key and copy it for later use.

1.2 Access Power Automate

1. Go to Power Automate.
2. Sign in with your Microsoft account.
3. Click Create to start a new flow.

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Step 2: Create an Automated Flow

2.1 Choose a Trigger

1. Click Create and select Automated cloud flow.
2. Name your flow (e.g., “Sync New HubSpot Contact to Outlook”).
3. In the Choose your flow’s trigger search box, type HubSpot.
4. Select a relevant trigger, such as When a new contact is created.

2.2 Connect HubSpot to Power Automate

1. Click on the HubSpot trigger.
2. Sign in using your HubSpot API Key.
3. Choose the object to monitor (e.g., Contacts, Deals, Companies).

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Step 3: Define Actions in Power Automate

3.1 Add Actions for CRM Automation

Scenario 1: Sync New HubSpot Contacts with Outlook Contacts

1. Click + New step.
2. Search for Outlook and select Create contact.
3. Map the HubSpot fields to Outlook fields:
   • Email Address → Email
   • First Name → First Name
   • Last Name → Last Name
   • Company Name → Company
4. Click Save and Test the flow.

Scenario 2: Create a Task in Microsoft To Do for New HubSpot Deals

1. Click + New step.
2. Search for HubSpot and select When a new deal is created.
3. Click + New step, search for Microsoft To Do, and select Create a task.
4. Set up the task details:
   • Task Name: Use dynamic content to insert the deal name.
   • Due Date: Map the deal close date.
   • Notes: Add deal details.
5. Save and test the flow.

Scenario 3: Send a Teams Notification When a High-Value Deal is Won

1. Click + New step.
2. Search for HubSpot and select When a deal stage is updated.
3. Add a condition: If deal stage equals “Closed Won” and amount > $10,000.
4. Click + New step, search for Microsoft Teams, and select Post a message.
5. Configure the message:
   • Team: Choose the team.
   • Channel: Select a channel (e.g., Sales Updates).
   • Message: “A new deal worth $[Amount] has been won!”
6. Save and test the flow.

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Step 4: Monitor and Manage Your Flow

1. Go to My Flows in Power Automate.
2. Click on the flow to check run history and errors.
3. Modify or update flows as needed.