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Set up your first integration
Quickly connect HubSpot to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate HubSpot with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
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Practical ways you can use HubSpot and Microsoft SharePoint
Track new leads in SharePoint lists.
For business owners using SharePoint to organize their operations, Zapier can streamline lead management. With this workflow, whenever a new contact is added in HubSpot, Zapier automatically creates a list item in a SharePoint list. This improves lead tracking and ensures no potential client is overlooked, reducing manual data entry while speeding up response times.
Business Owner
Sync ticket updates to SharePoint.
When a ticket is updated in HubSpot, Zapier automatically updates the corresponding item in a SharePoint list. This keeps the IT team informed and ensures alignment between teams using HubSpot and SharePoint, avoiding miscommunication. This workflow improves ticket resolution times and ensures reliable documentation.
ITDocument form submissions for content planning.
Marketing teams often rely on form submissions to collect feedback or topics for content. When a HubSpot form is submitted, Zapier adds the form details to a SharePoint file. This automation saves time, ensures all data is in one place, and keeps campaigns aligned with audience needs.
Marketing & Marketing OpsLearn how to automate HubSpot on the Zapier blog
Frequently Asked Questions about HubSpot + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Microsoft SharePoint
What is required to integrate HubSpot with Microsoft SharePoint?
To integrate HubSpot with Microsoft SharePoint, you'll need accounts on both platforms. Additionally, you'll require integration software or middleware that can connect these two systems. We support integrations with triggers such as 'New Contact in List' in HubSpot and actions like 'Create File' in Microsoft SharePoint.
How do I trigger an update from HubSpot to Microsoft SharePoint?
In our integration setup, you can set a trigger such as 'New Form Submission' or 'Contact Created' in your HubSpot account. This trigger can then lead to actions like 'Create Item' or 'Update Item' within your Microsoft SharePoint library or list.
Can I synchronize document uploads from HubSpot to a SharePoint folder automatically?
Yes, with our integration capabilities, you can automate the synchronization of document uploads by using a HubSpot trigger like 'New File Upload in Engagement'. This will initiate an action such as uploading the file directly into a specified folder in your SharePoint account.
Is it possible to add new contacts from HubSpot into a SharePoint list?
Indeed, when you create a new contact in HubSpot, you can use this event as a trigger. It allows us to automate the addition of that contact's details into a predefined list within your Microsoft SharePoint setup.
What happens if there’s an error during the integration process?
During the integration process, if an error occurs, we provide logs that help identify the problem. Depending on the nature of the error, our system may retry the operation or alert you for manual intervention. You can monitor these errors and take corrective actions accordingly.
How often does data sync between HubSpot and Microsoft SharePoint?
The frequency of data synchronization between HubSpot and Microsoft SharePoint depends on how you've configured your triggers and actions. Generally, our integrations facilitate near real-time updates based on event triggers like form submissions or contact updates.
Can we transfer custom fields from HubSpot contacts to SharePoint lists?
Yes, you can map custom fields from your HubSpot contacts to corresponding columns in your SharePoint lists during the setup process of your integration. This ensures that all relevant data is transferred effectively between platforms.
