How to Create Microsoft Office 365 Contact from HubSpot Contact Using Pabbly Connect

Learn how to integrate HubSpot CRM with Microsoft Office 365 using Pabbly Connect. This guide provides step-by-step instructions for seamless contact creation. Follow this definitive guide to creating powerful automated workflows with straightforward, efficiency-focused solutions that save valuable time.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To create a Microsoft Office 365 contact from HubSpot contact, you first need to access Pabbly Connect. Start by searching for ‘Pabbly.com/connect’ in your browser. This automation software will facilitate the entire integration process.

Upon arriving at the Pabbly Connect landing page, you will see options to either sign in or sign up. If you are a new user, click on ‘Sign up for free’ to receive 100 free tasks each month. Existing users should click on ‘Sign in’ to access their dashboard.

2. Creating a New Workflow in Pabbly Connect

After signing in, navigate to the dashboard and click on the ‘Create Workflow’ button. This is where you will name your workflow for creating Microsoft Office 365 contacts from HubSpot. Choose a relevant folder for organization, such as ‘Automations’. using Pabbly Connect

• Enter a name for your workflow, e.g., ‘Create Microsoft 365 Contact from HubSpot Contact’.
• Select the appropriate folder to save your workflow.

Once you have named your workflow, click on ‘Create’. This will take you to the workflow window where you can set up the trigger and action for your integration.

3. Setting Up HubSpot CRM as the Trigger

In the workflow window, the first step is to set up the trigger application. For this integration, select Pabbly Connect and then search for ‘HubSpot CRM’. This will initiate the process whenever a new contact is added in HubSpot.

For the trigger event, choose ‘New Contact Added’. Click on ‘Connect’ to establish a connection with your HubSpot account. If you have an existing connection, you can select it; otherwise, click on ‘Add a New Connection’. This will prompt you to log in to your HubSpot account and grant the necessary permissions.

4. Defining Microsoft Office 365 as the Action

After successfully setting up the trigger, the next step is to define the action application. Search for ‘Microsoft Office 365’ and select it as your action application. For the action event, choose ‘Create Contact’. Again, click on ‘Connect’ to link your Microsoft Office 365 account.

Similar to the previous step, if you have already connected your Microsoft Office 365 account, select it; otherwise, click on ‘Add a New Connection’. Accept the permissions required for the connection. This ensures that Pabbly Connect can manage the data flow between HubSpot and Microsoft Office 365.

5. Mapping Fields to Create Contacts

With both the trigger and action set up, the next step is to map the fields from HubSpot to Microsoft Office 365. This involves selecting the data you want to transfer, such as first name, last name, email, and phone number. using Pabbly Connect

• Map the first name and last name from the HubSpot contact.
• Select the email address and phone number to complete the contact details.

After mapping all required fields, click on ‘Save and Send Test Request’. This will create a new contact in your Microsoft Office 365 account with the details from HubSpot. You can verify this by checking your Microsoft Office 365 contacts to ensure the new entry has been created successfully.

Conclusion

In this tutorial, we explored how to create a Microsoft Office 365 contact from a HubSpot contact using Pabbly Connect. By following these steps, you can automate your contact management process seamlessly. This integration enhances efficiency and ensures that your contacts are synced in real time.