Trigger collaboration from the systems where business work begins.
Connect Salesforce, HubSpot, and Microsoft Forms to nBold so CRM events provision governed Teams and SharePoint workspaces — channels, tasks, and members ready on arrival.
When systems stay disconnected, execution leaks.
A deal closes in CRM. Now someone has to create the team, build the channels, set up the SharePoint library, add the right people, and paste in the account context — by hand, every time. The record lives in one system; the workspace lives in another; and the gap is filled with copy-paste, missed steps, delayed starts, and inconsistent structure. Business teams lose time on setup instead of spending it on the work. nBold closes the gap: the event that matters in your system of record becomes a ready-to-work, governed workspace automatically.
The systems nBold connects to.
Two layers: the Microsoft Graph API gives nBold the reach to build and govern Microsoft 365 directly on your tenant, and nFlow adds the CRM events that decide when a workspace should appear — and what it should contain.
Salesforce
Opportunities, accounts and stage changes trigger deal rooms and account workspaces through nFlow — Deal Conversation, Deal Room, Account Sync and team-membership sync, all from CRM events.
via nFlowHubSpot
Deal Desk and Deal Room flows turn pipeline movement into a ready workspace — channels, SharePoint structure and the right people, provisioned the moment a deal qualifies.
via nFlowMicrosoft Forms
An intake form, a kickoff request or a new-account submission becomes a trigger — the matching template provisions a structured workspace so the request and its workspace stay linked.
triggerMicrosoft Graph API
The connection that lets nBold create and govern Teams, SharePoint sites, Planner boards and membership directly — on your Microsoft 365 tenant through the Microsoft Graph API.
coreFrom business event to ready-to-work workspace, in one motion.
No one switches tools or fills in a provisioning form. The trigger fires in the system your teams already work in, and a complete, governed workspace is built before anyone touches it — channels, tasks, documents, members, CRM context, and guardrails already in place.
The system fires an event
A new opportunity in Salesforce, a deal moving stage in HubSpot, a Microsoft Forms submission — work starts where your teams already are, not in a separate provisioning tool.
nFlow routes it to a template
The visual flow builder maps each event to the right nBold template — deal room, project space or account workspace — with no code and no manual setup per request.
nBold provisions the workspace
Over the Microsoft Graph API, nBold builds the full environment: Teams channels, SharePoint library, Planner board, documents and metadata — governed from the first second it exists.
Context flows back in
CRM tabs, playbooks and enablement content are pinned into the workspace, and membership stays in sync — so the people working the deal see the same record the CRM does.
Built on the Microsoft Graph API.
nBold acts on your Microsoft 365 tenant through the Microsoft Graph API, under a service account you control. Business teams move faster. IT keeps control.
Because the integration lives in your tenant, every provisioned workspace inherits the same guardrails — naming conventions, sensitivity labels, membership rules and lifecycle policy — no matter which system triggered it. ISO 27001 and SOC 2 Type II certified.
CRM workspace automation lives in nFlow.
The Microsoft Graph integration is what lets nBold build and govern Microsoft 365 in the first place. nFlow is the layer on top that listens to Salesforce and HubSpot and routes each event to the right workspace template — Deal Conversation, Deal Room, Account Sync for Salesforce; Deal Desk and Deal Room for HubSpot. nFlow provisions the complete structured workspace — not just a notification. For the full set of CRM flows, membership sync, and the visual flow builder, see the nFlow pages.
Connect it to the rest of the platform.
Triggers decide when a workspace appears. Templates decide what it contains. Governance keeps every workspace consistent — names, members, labels, lifecycle — applied automatically so the business can move fast.
nFlow
CRM-driven workspace automation — Salesforce and HubSpot events provision ready-to-work Teams workspaces, not just notifications.
Explore nFlownFlow for Salesforce
Deal rooms and account workspaces provisioned automatically the moment an opportunity or stage change fires in Salesforce.
Explore nFlow for SalesforceTemplates
Encode the workspace once — channels, tasks, files, members, and governance — so every triggered provision is consistent.
Explore TemplatesFrequently asked questions
Which CRMs does nBold connect to?
nBold connects to Salesforce and HubSpot through nFlow, our CRM-to-Teams workspace automation layer. A CRM event — a new opportunity, a stage change, a closed deal — provisions a fully structured workspace with channels, Planner tasks, SharePoint structure, CRM context, membership, and governance already in place.
Does data leave our Microsoft 365 tenant?
nBold is built to enterprise security standards — ISO 27001 certified and SOC 2 Type II certified — and acts on your Microsoft 365 through the Microsoft Graph API under a service account you control. See our Security & compliance page for the full detail on how nBold handles data.
Can a Microsoft Form trigger a workspace?
Yes. A Microsoft Forms submission — an intake request, a project kickoff, a new-account form — triggers workspace provisioning from the matching template, so the request and the ready-to-work workspace are linked from the start.
Does integration mean notifications only?
No. The core value is provisioning the complete structured workspace itself — channels, SharePoint structure, Planner tasks, CRM context, membership, and governance. nFlow turns a CRM event into a ready-to-work execution space, not just a notification.
Do we need to write code to connect a system?
No. nFlow uses a visual flow builder to map CRM events to templates, workspace names, metadata, and membership rules — no code required. Microsoft 365 connectivity is handled by nBold once the app is granted Graph permissions in your tenant.
Turn business events into ready-to-work workspaces.
See how a Salesforce or HubSpot event provisions a complete, governed Microsoft Teams workspace — channels, tasks, members, and CRM context — automatically in your own tenant.