HubSpot CRM + SharePoint Integrations
Appy Pie Connect allows you to automate multiple workflows between HubSpot CRM and SharePoint
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Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.
About SharePoint
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
SharePoint IntegrationsBest ways to Integrate HubSpot CRM + SharePoint
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When this happens...
New List
Then do this...
Create Deal
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SharePoint + HubSpot CRM
Create Company to HubSpot CRM from New List in SharePoint Read More...When this happens...
New List
Then do this...
Create Company
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SharePoint + HubSpot CRM
Update Company in HubSpot CRM when New List is created in SharePoint Read More...When this happens...
New List
Then do this...
Update Company
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SharePoint + HubSpot CRM
Update Deal in HubSpot CRM when New List is created in SharePoint Read More...When this happens...
New List
Then do this...
Update Deal
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SharePoint + HubSpot CRM
Create or Update Contact to HubSpot CRM from New List in SharePoint Read More...When this happens...
New List
Then do this...
Create or Update Contact
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When this happens...
{{item.triggerTitle}}
Then do this...{{item.actionTitle}}
It's easy to connect HubSpot CRM + SharePoint without coding knowledge. Start creating your own business flow.
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New Company
Triggers when a new company is created.
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New Contact
Triggered every time a new contact is created in HubSpot.
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New Contact Property Change
Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.
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New Deal
Triggers when a new deal is created.
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New Deal in Stage
Triggers when a new deal enters a stage.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Company
Creates a new company.
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Create Deal
Creates a new deal.
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Create or Update Contact
Create a new contact or update an existing contact based on email address.
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Update Company
Updates an existing company.
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Update Deal
Updates an existing deal.
How HubSpot CRM & SharePoint Integrations Work
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Step 1: Choose HubSpot CRM as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SharePoint as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from HubSpot CRM to SharePoint.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of HubSpot CRM and SharePoint
In this section, it is necessary to introduce the reader about the topic of the article and the reason why you are writing about it. It is also good to include your thesis statement in an introduction.
HubSpot CRM?
In this section, you need to write the details about the case study. You can explain about the history of HubSpot CRM and its product features.
In this section, you need to write details about the technpogy used in the case study. You can include all the benefits of SharePoint and why it fits well with HubSpot CRM.
In this section, you need to explain about the integration of SharePoint and HubSpot CRM. You can use a flowchart or a diagram in order to show the connection between these two technpogy. You can also include some real-life examples of how these two technpogies work together. This part of the article will help your reader to understand how these two technpogies are being used together.
In this part, you should give details about how these two software works together. You can also include some real-life examples of how these two software work together. You can also explain what problem is spved by integrating these two software together.
In this part, you should explain how these two software work together. You can also include some real-life examples of how these two software work together. You can also provide advantages of using these software together. For example, you can mention that these two software can be used to create a single view of customer data and automate different tasks.
In conclusion, you need to sum up everything mentioned in your article. You can highlight why you have chosen to write about this topic and how it will benefit your reader.
The process to integrate HubSpot CRM and Salesforce may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.
