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HubSpot and Outlook Integration Services

Keep emails, contacts, and calendar events in sync with a seamless HubSpot-Outlook integration service from MO Agency. Connect the two systems without data gaps, doubly entry, or frustration.

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100+
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star reviews
150+
Star Icon HubSpot 5
star reviews
2024
Star Icon Impact Award:
Platform Excellence
2023
Star Icon Impact Award:
Migration Excellence
2022
Star Icon Impact Award: Platform
Integrations Innovation
100+
Star Icon Google 5
star reviews
150+
Star Icon HubSpot 5
star reviews
2024
Star Icon Impact Award:
Platform Excellence
2023
Star Icon Impact Award:
Migration Excellence
2022
Star Icon Impact Award: Platform
Integrations Innovation
HubSpot Elite Partner

Why Choose MO Agency for HubSpot and Outlook Integration?

MO Agency can save you a lot of time on manual work by eliminating the need to copy emails in HubSpot, log meetings, and search for missing follow-ups. We specialise in integrating Outlook with HubSpot to give organisations an improved CRM with streamlined communication tools. 

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Why choose MO Agency 

Award‑Winning Expertise

As an Elite HubSpot Partner, MO Agency simplifies the complexities of HubSpot and Outlook integration. We deliver a seamless, reliable setup that eliminates manual follow-ups so that your team can spend less time chasing emails and more time closing deals.

  • HubSpot Integrations Innovation Award winner

  • Certified in Custom Integration and Advanced Implementation

  • 500+ successful HubSpot projects delivered globally

 

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Why choose MO Agency

Proven Results 

Be the next satisfied client to unify communications and improve CRM performance with MO Agency’s HubSpot and Outlook integration services.

  • 40% increase in email logging accuracy

  • 2x boost in meeting follow-through using HubSpot–Outlook calendar sync

  • Full visibility into deal activity across both platforms 

 

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Why choose MO Agency

Technical Excellence

Syncing Outlook with HubSpot can be tricky, but we know how to ensure all shared inboxes, calendars, and devices are fully connected, consistently synced, and optimised for seamless communication across your team.

  • Native integration setup and customisation

  • Email logging and tracking configuration for accuracy and compliance

  • Support for Office 365, Microsoft Exchange, and desktop Outlook

 

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Why choose MO Agency

Custom Integration Solutions for Outlook

Our HubSpot and Outlook integrations are tailored to your business needs and specific workflows. 
Whether you need automated lead tracking or follow-up reminders, MO Agency implements the integration to support your sales process and eliminate communication gaps.

  • Auto-log emails and meetings to the right contacts, deals, or tickets

  • Create tasks in HubSpot from Outlook with one click

  • Build smart rules for logging, assigning, and following up

 

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Why choose MO Agency

Enhanced Visibility and Reporting

HubSpot-Outlook integration eliminates manual work that can lead to missing leads, emails, and follow-ups. You can save time by creating tasks directly from HubSpot and accessing real-life data from one platform.

  • Track email opens and replies directly in HubSpot

  • View meeting history and calendar activity on CRM timelines

  • Generate reporting on rep activity across both platforms

 

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Why choose MO Agency

Improves Sales and Customer Support 

A seamless HubSpot–Outlook integration keeps your teams aligned and responsive by centralising all interactions in one place.

  • Send, track, and log emails directly from Outlook into HubSpot

  • Store all customer interactions in one place for easy access

  • Faster, more accurate responses with full visibility into conversation history

 

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Process

Our 6-Step HubSpot Integration Process

MO Agency aligns your HubSpot and Outlook integration with workflows across sales, marketing, and service teams.

This approach ensures complete visibility into customer interactions, eliminates manual follow-ups, and boosts response times. See below how we do it:

 

1. Discovery & Consultation

1. Discovery & Consultation

What happens: We evaluate how your teams currently use Outlook and HubSpot, uncover CRM bottlenecks, and define integration goals. This includes reviewing communication workflows, sales processes, and support needs.

What you get: A strategic integration roadmap tailored to your sales, service, and communication operations.

2.Data Flow Mapping

2. Data Flow Mapping

What happens: We map how emails, calendar events, contacts, tasks, and meeting invites should sync between Outlook and HubSpot. We also define user roles, sync settings, and visibility rules to ensure compliance and clarity.

What you get: Custom sync logic, data flow diagrams, and a permissions framework that aligns with your internal processes and team structure.

3.System Audit

3. System Audit 

What happens: We conduct a full audit of your Outlook or Microsoft 365 setup, HubSpot instance, and associated user permissions. This helps identify compatibility issues, permission gaps, and integration readiness.

What you get: A comprehensive setup checklist, audit report, and a prioritised list of adjustments to enable a smooth integration.

 

4.Integration Execution

4. Integration Execution

What happens: We implement the integration using HubSpot’s native Outlook tools or build custom API/middleware solutions if needed. 

What you get: A fully configured, secure integration that’s tailored to your team's structure and workflows.

5. Testing & Validation

5. Testing & Validation

What happens:  We perform live testing to ensure proper syncing of emails, contacts, calendar events, tasks, and timeline updates in HubSpot.

What you get: A signed-off test plan, detailed technical documentation, and confidence that your integration works in real-world use.

6.Training Support

6. Training Support

What happens:  We onboard your teams with tailored training sessions for sales, service, and admin users.

What you get: Role-specific training and support.

Industry experience

Industries We Serve 

From SaaS and professional services to manufacturing and finance, we’ve connected Salesforce and HubSpot across industries where speed, accuracy, and reporting matter most.

Track records in

  • Banking & finance
  • Insurance
  • IT & cyber security


  • Manufacturing
  • Professional services
  • Recruitment
  • SaaS
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Our Clients

We’ve connected HubSpot with 100+ platforms for growth-driven businesses around the world.

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Our latest projects

Client: Mazda HubSpot Content Hub Website
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Client: Netstar HubSpot Content Hub Website
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MO Agency

Client
Testimonials

Great onboarding process by Emma and Caleb. Such a pleasure to deal with, and highly recommend their services.

Krystle Stewien

Marketing Manager | Genasys
51-200 employees

Exceptional service from the very beginning when we engaged with Petrumarié all the way through our HubSpot onboarding with Ashleigh and Jacques. They have consistently shown a positive attitude and a genuine willingness to share their knowledge and go above and beyond 🚀

Megan Bekker

Digital Marketer | Hubtiger
11 to 25 employees

It has been a pleasure to work with MO Agency. They have provided an excellent and seamless onboarding process into HubSpot CRM and Marketing, which has fostered significant value to our company. The team is personable and professional!

Gur Geva

CEO | iiDENTIFii
11-50 employees

Really enjoyed working with the MO Onboarding team. An extremely knowledgeable and efficient team.

Maggie Gilbert

Marketing Manager | Elmdene International Limited
51-200 employees

Frequently Asked Questions

How long does the HubSpot-Outlook integration take to set up?

Most HubSpot integrations take 2-4 weeks from discovery to execution. However, in some complex cases, your Outlook integration may take longer.

Does HubSpot integrate natively with Outlook?

Yes, HubSpot offers a native integration for Outlook via Office 365 and desktop apps. We help configure and customise it for your team’s needs. 

Can we automatically log emails and meetings into HubSpot?

Absolutely. Our HubSpot experts set up rules to automatically log and associate Outlook emails and calendar events to the correct records in HubSpot.

Does the integration work with shared mailboxes or team calendars?

HubSpot and Outlook integration can work with shared mailboxes and team calendars, but this setup requires advanced configuration. We handle permissioning, shared mailbox mapping, and sync rules.

What if we use both Outlook and Gmail across departments?

We can suggest implementing a hybrid sync environment where your teams can have access to both Outlook and Gmail from HubSpot.

Do you provide ongoing support?

Yes, we offer full support during and after integrating Outlook with HubSpot.

Ready to get started

Ready to Integrate Outlook with HubSpot?

Join businesses that trust MO Agency to connect Outlook and HubSpot for better communication, more visibility, and smarter selling.

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