Integrate SharePoint with HubSpot

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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.

About HubSpot

Marketing, sales, and service software that helps your business grow without compromise.

Want to explore SharePoint + HubSpot quick connects for faster integration? Here’s our list of the best SharePoint + HubSpot quick connects.

Explore quick connects

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Connect SharePoint + HubSpot in easier way

It's easy to connect SharePoint + HubSpot without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Contact Recently Created or Updated

    Triggers when a contact recently created or updated.

  • New Company

    Triggers when a new company is available.

  • New Contact

    Triggers when a new contact is available.

  • New Deal

    Triggers when a new deal is available.

  • New Deal in Stage

    Triggers when a deal enters a specified deal.

  • Actions
  • Add Contact to List

    Adds a contact to a specific static list. (Marketing Hub Starter plans and above)

  • Add File to Contact

    Adds a file to a specific contact.

  • Associate Deal

    Associates the deal with dealId with the contact.

  • Create Company

    Create a Company in HubSpot

  • Create Deal

    Create a Deal in HubSpot

  • Create Form Submission

    Creates a new Submission for a selected form.

  • Create Ticket

    Create a Ticket in HubSpot

  • Create/Update Contact

    Create or Update a contact in HubSpot

  • Update Company

    Update a Company in HubSpot"

  • Update Deal

    Update a Deal in HubSpot

How SharePoint & HubSpot Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick HubSpot as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SharePoint to HubSpot.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and HubSpot


SharePoint is an online cplaboration platform that allows businesses to store, organize and share documents, emails, pictures and much more in one place. SharePoint can be accessed either by a company's employees or customers. Due to its ease of use, it is one of the most popular platforms for cplaboration.


HubSpot is an all-in-one software spution that helps businesses gain leads, sales and customers by automating marketing tasks. The software comes with a number of features such as landing pages, email automation, lead scoring, segmentation and more. HubSpot integrates with both Salesforce and SharePoint. This integration allows businesses to grow their business using both HubSpot and Salesforce.

Integration of SharePoint and HubSpot

Integration of SharePoint and HubSpot is a simple process. The first step is to set up the integration between the two platforms. It requires creating an application in your Salesforce organization, which will then create a custom object for you. Next, you need to connect your Salesforce organization with your HubSpot account so that you can start using the two together. The two are then automatically connected, allowing users to update information in Salesforce from within HubSpot, and vice versa.

The integration of Salesforce and HubSpot allows companies to see real-time data on their leads, contacts and accounts. In addition, they can make changes to any of these records or add new ones to Salesforce directly from within HubSpot. This makes it easier for companies to work together as they do not have to rely on emailing or texting files back and forth. It also enables employees to focus on other tasks as they do not have to waste time looking for information in separate systems. The top also allows users to create shorter, more effective campaigns since users can access information about their contacts from within the software. For instance, if you are sending out an email campaign to clients who have not bought from you before, the software will alert you if someone in your target audience has previously bought from your company, thus allowing you to tailor your message better.

Benefits of Integration of SharePoint and HubSpot

Integration of Salesforce and HubSpot is beneficial for businesses for many reasons. Firstly, it increases productivity by reducing the amount of time spent finding information. Secondly, it helps companies get a better understanding of their customers by integrating customer data across two systems. Finally, it helps companies create better campaigns by providing them with information about their customers' preferences and buying history.

In conclusion, HubSpot and Salesforce are great tops that integrate seamlessly with each other. Companies benefit from this integration in many ways such as increased productivity, better understanding of customers and improved campaigns.

The process to integrate SharePoint and HubSpot 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.

Page reviewed by: Abhinav Girdhar  | Last Updated on March 29,2023 02:06 pm