uContactManager

HubSpot integration for Microsoft Teams

See HubSpot contacts, deals and tickets in Teams the moment the phone rings.

uContactManager links your incoming Teams calls to HubSpot. On every call the right contact appears automatically — with open deals, tickets and call history — as an Adaptive Card directly inside Microsoft Teams.

uContactManager Adaptive Card in Microsoft Teams showing HubSpot contact details and recent tickets
HubSpot logo

Customer context from HubSpot, surfaced automatically

When a customer calls, uContactManager looks up the phone number via the HubSpot API and shows the matching contact, company, owner and current lifecycle stage. Your team knows who is calling before they pick up — without switching between systems.

What the integration does

Instantly the right contact

Incoming numbers are matched in real time to HubSpot contacts and companies, including owner and lifecycle stage.

Deals and tickets at a glance

Open deals, their stage and active service tickets appear immediately in the Adaptive Card in Teams.

One click to the HubSpot record

Open the contact or deal straight in HubSpot from the call and log the call activity.

See it in action

This is how the customer context appears in Microsoft Teams.

uContactManager Adaptive Card in Microsoft Teams showing HubSpot contact details and recent tickets
The information your organization defines from HubSpot appears on the Adaptive Card shown as a popup in Microsoft Teams on every incoming call.
'Log activity' popup on a HubSpot record from Microsoft Teams
If you want, you can even write information back to HubSpot — handy for time tracking, follow-up notes and more, without having to navigate to HubSpot.

More integrations

uContactManager connects to more systems

See how uContactManager also works with your other CRM, service desk and ERP applications.

All integrations

Ready to connect HubSpot to Teams?

Discover how uContactManager surfaces your customers' HubSpot context live in Microsoft Teams.

Frequently asked questions

On every incoming call uContactManager automatically shows the matched HubSpot contact with company, owner, lifecycle stage and recent tickets — as an Adaptive Card in Microsoft Teams. You decide which fields are shown.

Yes. From the call you log a note or activity on the HubSpot record with the 'Log activity' popup, without leaving Teams — ideal for follow-up and call logging.

A connection via the HubSpot API. Your agents need no extra software and work entirely within the standard Teams client; Universal Cloud handles the configuration and security.

Want the technical detail?

Download the technical datasheet with the full way of working, the access required and all security measures — intended for your IT and security teams.

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