Connect OneDrive and HubSpot

Connect OneDrive and HubSpot to centralize your sales and marketing files automatically.

With Activepieces, every new upload or update in OneDrive can sync directly with HubSpot, ensuring your team always has the latest proposals, contracts, and marketing materials attached to the right contacts or deals.

When a new file is uploaded to a client folder in OneDrive, Activepieces attaches it to the related HubSpot contact or deal.

When a file is updated in OneDrive, HubSpot logs a note in the associated record to indicate that a new version is available.

When a new folder is created in OneDrive for a client, Activepieces generates a matching company record in HubSpot with the folder link.

When a proposal or quote is uploaded in OneDrive, HubSpot adds it to the corresponding deal pipeline automatically.

When a file is deleted or renamed in OneDrive, HubSpot updates the linked document name or removes outdated references.

When a deal in HubSpot is marked as “Closed Won,” Activepieces moves all related OneDrive files into an archived folder.

Automate Document Management and CRM Syncing

With Activepieces, HubSpot and OneDrive work seamlessly to keep your CRM organized and up to date. Upload files once, and they automatically appear in the right deal or contact record, saving hours of manual effort.

Simplify Team Collaboration and Client Handoffs

Activepieces connects your storage and CRM tools, making sure every file, from proposals to campaign assets, is accessible where it’s needed. Teams can collaborate efficiently without searching through shared drives or emails.

Secure, Reliable, and Fully Customizable

All OneDrive-HubSpot automations through Activepieces use encrypted and authenticated APIs. You can specify which folders sync to HubSpot, set rules for file naming, and define how HubSpot should handle updates or deletions.