HubSpot Ideas

pfa

Automatic Logging of Microsoft Teams Calls in HubSpot

HubSpot currently offers integration with Zoom for automatically logging call recordings and transcripts. However, many businesses have shifted to using Microsoft Teams as their primary communication platform. We propose extending this functionality to Microsoft Teams calls to better serve the evolving needs of HubSpot users.

 

Proposed Feature:
Implement automatic logging of Microsoft Teams calls in HubSpot, mirroring the existing Zoom integration. This would include:

1. Automatic syncing of Teams call recordings to HubSpot
2. Transcription of Teams calls using Conversation Intelligence (for Sales Hub or Service Hub Professional/Enterprise users)
3. Association of call recordings and transcripts with relevant contact, company, deal, or ticket records in HubSpot
4. Ability to review, analyze, and add notes to Teams call recordings within HubSpot's interface

## Benefits:
1. Improved workflow for businesses primarily using Microsoft Teams
2. Consistent call logging across different communication platforms
3. Enhanced customer interaction tracking and analysis
4. Better alignment with current business communication trends

 

 Use Case:
Sales and service teams using Microsoft Teams for client calls could automatically have these interactions logged in HubSpot, providing a comprehensive view of customer communications without manual data entry.

 

Additional Context:
This feature would be particularly valuable given the widespread adoption of Microsoft Teams in the business world, especially following the shift to remote work in recent years.

4 Replies
iraakers
Participant

Huge need for us and many others. 

JRogers74
Participant

We are now using Teams as our main phone system.

Having Teams call integration (we would only need logging at this stage) would be a real time saver.

alexwestner
Participant

Teams' automatic transcription and summary is amazing and this needs to be in HubSpot.

 

And/OR, I would totally use a HubSpot video calling feature for customer calls.

pfa
Participant

this needs to be in HubSpot. => definitely