Integrate SharePoint with HubSpot CRM
Appy Pie Connect allows you to automate multiple workflows between SharePoint and HubSpot CRM
- No code
- No Credit Card
- Lightning Fast Setup
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 CRM
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.
HubSpot CRM IntegrationsLooking for the HubSpot CRM Alternatives? Here is the list of top HubSpot CRM Alternatives
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Zoho CRM
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Salesforce
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Capsule CRM
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Agile CRM
Best ways to Integrate SharePoint + HubSpot CRM
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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 SharePoint + HubSpot CRM without coding knowledge. Start creating your own business flow.
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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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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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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.
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How SharePoint & HubSpot CRM Integrations Work
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Step 1: Choose SharePoint 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 HubSpot CRM 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 SharePoint to HubSpot CRM.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of SharePoint and HubSpot CRM
SharePoint?
SharePoint is a web-based service that was created by Microsoft in 2001 and can be used for file sharing, content management and cplaboration. SharePoint is a universal platform that has the capability to integrate with other cloud-based applications such as Salesforce, NetSuite and HubSpot CRM. This universal platform allows corporate data to be accessed from any device or location on the internet. Also, it is very versatile and customizable. You are able to create your own workflows and forms. SharePoint is highly scalable because it can handle large amounts of information at one time. It is easy to navigate in SharePoint and it has a familiar interface to make it easy to use for beginners. Another great feature of SharePoint is that it integrates with other cloud-based applications so you are able to easily access data from different applications without having to switch between programs. It also saves a lot of time when working with multiple applications.
HubSpot CRM?
HubSpot CRM is a marketing platform that can be used to track leads, manage contacts, create sales reports, and create marketing campaigns. It allows the user to integrate with other cloud-based applications such as Salesforce, NetSuite, Dropbox, Box, Google Docs and much more. Its main benefit is that it gives you full contrp of your marketing campaigns. You are able to see which campaign is working best for you and how effective it is. You can use this information to tweak your campaigns and see if it makes a difference or not. You are also able to view all of your leads in one convenient place. This makes it easier to track them and stay organized.
Integration of SharePoint and HubSpot CRM
The integration of SharePoint and HubSpot CRM was completed out of necessity. The company I work for had two different databases that were used for customer data (SharePoint. and sales data (HubSpot CRM. It was very difficult to track customer information between the two databases because they were not integrated. The integration was done using an API interface through the Salesforce integration top Pardot. The integration was very successful because there was no downtime for either program. They remained fully functional during the whpe process. Before the integration was completed, the company used to have to manually transfer information between both databases which took time and effort. By integrating the two databases, customers are automatically added to HubSpot CRM when they fill out a lead form within SharePoint. Also, important updates to customers’ contact information such as phone number or address are automatically updated in HubSpot CRM. The integration also allows us to easily update our social media sites such as Twitter and Facebook with important updates about changes or new promotions we have going on at the company without having to leave the program.
Benefits of Integration of SharePoint and HubSpot CRM
The benefits of integrating SharePoint and HubSpot CRM are numerous and include but are not limited to:
- Reduced cost. There is no need for additional hardware or software as you are using what you already have which already costs money.
- No need for additional employees. You are not hiring anyone extra because you do not need new employees to enter data into both programs; all you need is a person who can know both programs well enough to set up the integration.
- Time saving. You will be able to save time because you will only have one database instead of two separate ones that need updating separately. Also you will not need to spend time transferring data between both databases because they are already connected.
- More secure. With the integration, you will be able to securely store everyone’s personal information in one database instead of having two separate ones where some people’s information may be improperly stored in one or the other. In addition, it will be easier for your IT department because they will not have to deal with multiple networks or servers anymore; just one network will be required which is safer for your company’s data security. Also, you are able to easily access your data from anywhere at anytime while still being safe from hackers and malware attacks.
The integration of SharePoint and HubSpot CRM has been very successful within my company. Since the companies are now integrated, we have more contrp over our marketing strategy and we are able to save time by not having to manually transfer data between two databases anymore. This has saved a lot of time for our employees and has made our jobs much less stressful because we do not have to worry about updating personal information for customers anymore; we just update their information in one database and it is automatically updated in the other database.
The process to integrate SharePoint and HubSpot CRM 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.
