Seamless Sales-to-Customer-Success Handoff

nBold enables sales and customer success cross-team alignment
through Microsoft Teams and HubSpot integration
Microsoft Teams Sales Director Salesforce

Workspaces per each customer

Once a deal is closed in HubSpot, you team will get a ready-to-go collaboration workspace in Teams

Microsoft Teams Customer Success

All essential data readily available

Each workspace contains resources and tools your teams need to build a strong connection with customers

Microsoft Teams Deal Room HubSpot

Cross-team alignment

Connect people across functions who work on onboarding and supporting customers.

Get a workspace once a deal is closed

Once your Deal in HubSpot is closed, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.

Turn your plan of actions into actionable frameworks

Each team contains guidelines and knowledge base for your support team, a board of tasks and other required data. Now everyone knows what to do when a deal is closed.

Get everyone on the same page

Bring together people who work on onboarding and supporting your new customers even if they don’t have HubSpot license.

Amount Update HubSpot Customer Success Microsoft Teams

Automate routine tasks and focus on what really matters – your customers’ needs

No need to manually share customer updates from HubSpot to Teams. Receive automatic Teams notifications about Opportunity record updates and monitor your customer’s progress

Keep your customer story in one place

No more switching between the platforms – store customer details, activities and updates in a single workspace and automatically archive or delete a workspace later, if needed.

Get a workspace once a deal is closed

Once your Deal in HubSpot is closed, a new team will be created in Microsoft Teams automatically from your own Collaboration Template.

Turn your plan of actions into actionable frameworks

Each team contains guidelines and knowledge base for your support team, a board of tasks and other required data. Now everyone knows what to do when a deal is closed.

Get everyone on the same page

Bring together people who work on onboarding and supporting your new customers even if they don’t have HubSpot license.

Automate routine tasks and focus on what really matters – your customers’ needs

No need to manually share customer updates from HubSpot to Teams. Receive automatic Teams notifications about Opportunity record updates and monitor your customer’s progress

Amount Update HubSpot Customer Success Microsoft Teams

Keep your customer story in one place

No more switching between the platforms – store customer details, activities and updates in a single workspace and automatically archive or delete a workspace later, if needed.