Bring the power of SharePoint into your HubSpot workflows with our seamless integration. This HubSpot Marketplace app allows you to automate file management, sync documents, and streamline collaboration between your CRM and SharePoint. Whether you're storing contracts, marketing assets, or sales proposals, this integration ensures that your HubSpot records stay effortlessly connected to the right SharePoint files and folders
HubSpot and SharePoint integration revolutionizes document management within your CRM, substantially minimizing administrative tasks and enhancing consistency in file and folder management.
This synergy ensures accurate file upload locations and grants immediate access to relevant documents tied to CRM records.
By fostering automation in folder creation, link addition, file uploads, and document generation within a cohesive ecosystem, the integration enables businesses to streamline their document management processes.
Key Features
Create list of folders in SharePoint
This feature allows you to automate folder creation in SharePoint directly from HubSpot. You can define a structured list of folders that need to be created—whether for a new deal, company, or project—ensuring your documents stay organized without manual effort.
Copy a file from HubSpot into SharePoint with optional delete
With this feature, you can seamlessly transfer files from HubSpot into SharePoint, maintaining a single source of truth for document management. You also have the option to delete the original file from HubSpot after copying, helping reduce storage clutter.
Support / Knowledge Base
Usage & pricing
When you register for Integration Glue, you will get access to a whole bunch of HubSpot data and productivity apps, such as Actions to Clone records (including associated records), get User/Owner information and add to a Property or calculate a date.
Integration Glue pricing is based on utilization, so you can use all of our apps together under a single license and you will only be charged for the total credits you use per month.
- This app has 2 actions, each action using 1 credit each time its run
Free
Includes 100 credits; Actions use 1 credit each time they run = 100 runs of Custom Actions per month.
Get started on our free plan - No credit card required, can cancel at anytime
Starter
Includes 10,000 credits; Actions use 1 credit each time they run = 10,000 runs of Custom Actions per month.
Professional
Includes 100,000 credits; Actions use 1 credit each time they run = 100,000 runs of Custom Actions per month.
Enterprise
Includes 1,000,000 credits; Actions use 1 credit each time they run = 1,000,000 runs of Custom Actions per month.
Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.
Have other or more specific requirements? Integration Glue offers custom integration services on all our apps and from-scratch build services.
Can't find what you're looking for? Let us know we are releasing new apps and enhancements monthly.
