Revolutionizing Business Communication with VoIP & CRM Integration
The way businesses and consumers interact has drastically evolved. Companies are increasingly adopting VoIP telephony solutions while seeking innovative ways to enhance communication, streamline sales strategies, and improve customer interactions.
The natural next step? Integrating a CRM system to achieve true omnichannel communication at a global scale.
But how do these two solutions work together? And how can they help optimize your company’s efficiency?
Keep reading to discover the key advantages of integrating your Microsoft Teams Phone System with HubSpot!
Microsoft Teams Phone System at a Glance
Adding business telephony to Microsoft Teams is becoming an attractive option for SMBs and large enterprises alike. Many companies are shifting their telecom infrastructure to create a limitless unified communications solution.
Why Companies Choose Microsoft Teams Phone System
Unified User Experience – All communication tools in a single platform.
Cost Reduction – Eliminate the need for multiple third-party tools.
Increased Productivity – Faster workflows and better collaboration.
Enhanced Customer Service – Seamless and efficient communication.
With Microsoft Teams Phone System, you can consolidate customer management and telephony under one provider—Microsoft.
But here’s the real question:
Are you truly leveraging the full potential of your CRM?
The benefits of integrating HubSpot with Microsoft Teams Phone are massive. Let’s dive into the top advantages of this game-changing integration!
Make Calls Directly from HubSpot
One of the most powerful advantages of integrating HubSpot with Microsoft Teams Phone is the ability to call customers without leaving HubSpot.
No more dialing numbers manually! Instead, simply click on the phone number field within a HubSpot contact or deal, and the call is placed directly from Teams, fully integrated within the CRM.
This feature, known as Click-to-Call, is a productivity booster:
Faster communication – No need to switch between applications.
Access to full customer history – View notes, past interactions, and deal progress in real time.
Seamless collaboration – Agents can update call details without changing interfaces.
With this integration, every customer interaction happens inside your CRM—no extra steps required!
See Customer Information Before Answering Calls
How often have you answered a customer call without having all the details you need?
With Microsoft Teams Phone and HubSpot integration, that problem is history.
Now, every time a customer calls, the assigned team member will instantly see:
Full contact details stored in HubSpot.
Customer history – Past interactions, emails, and notes.
Active deals or tickets related to that contact.
How It Works (Step-by-Step)
A customer calls your business.
The incoming call displays the contact’s name (if stored in HubSpot).
Once the call is answered, HubSpot automatically logs the event inside the contact’s record.
The agent can update notes in real time, ensuring no details are missed.
Key Call Information Logged in HubSpot:
Caller’s name & contact details
Agent who answered the call
Call queue (if applicable)
Caller’s origin (VoIP, PSTN, etc.)
Recipient details
With everything automatically recorded, your team will always have the full picture!
Associate Calls with Contacts, Deals, and Tickets
This integration goes beyond simple call logging.
Whenever a call event is created, HubSpot automatically finds all possible associations based on the caller’s phone number.
If the number is linked to a contact, the system will display the relevant record.
If the number is associated with multiple contacts, the agent can manually select the correct one.
Calls can be linked to:
A contact
A deal
A ticket
A company
Result? Every interaction is stored, organized, and accessible within your CRM—no missed details!
Automate Workflows & Improve Efficiency
One of HubSpot’s strongest features is automation—and now, your phone system is part of it.
With this integration, calls can trigger workflows just like form submissions, email opens, or field updates.
What Can You Automate?
Assign follow-ups after a sales call.
Send automated emails post-call with relevant info.
Trigger notifications for missed calls or voicemails.
Move deals through the pipeline based on call outcomes.
With AI-powered automation, customer service and sales teams can work smarter, not harder.
Access Call Analytics in a Single Click
Information is power—and with this integration, you get full visibility into your call data.
What You Can Track in HubSpot:
Total calls per agent
Call duration & wait times
Answered vs. missed calls
Sales calls per campaign
Sales and marketing teams can analyze call trends, measure campaign effectiveness, and fine-tune strategies based on real-time data.
Example: A business notices that adding an FAQ section on their landing page reduces call volume—improving lead quality and conversion rates!
Enhance Customer Support & Ticket Management
By integrating Teams Phone System with HubSpot, support teams can resolve tickets faster than ever.
View complete customer history before responding.
Check past interactions & previous support tickets.
Listen to call recordings & review notes.
Result? Faster resolutions, better customer experiences, and increased loyalty.
Final Thoughts: Why This Integration is a Game-Changer
By integrating Microsoft Teams Phone System with HubSpot, you gain:
A fully connected sales & customer service experience.
Automated workflows to enhance efficiency.
Advanced analytics for better decision-making.
A seamless connection between communication & CRM.
In short? You’ll have full control over every customer interaction—helping you optimize sales, improve service, and drive business growth.
Want to get the most out of your CRM? At Astroline, we specialize in seamlessly integrating business telephony with HubSpot. Let us help you unlock the full potential of your VoIP system today!
Get in touch now to learn more!
