Connect SharePoint and HubSpot

Connect SharePoint and HubSpot to synchronize your marketing and sales content automatically.

With Activepieces, every new upload, update, or approval in SharePoint can instantly link to HubSpot contacts, deals, or campaigns, making sure your CRM always has the latest files and assets.

When a new proposal or contract is uploaded to SharePoint, Activepieces attaches it to the related deal record in HubSpot.

When a file in SharePoint is updated, HubSpot logs a note in the associated record indicating a new version is available.

When a new marketing asset is created in SharePoint, Activepieces automatically adds it to your HubSpot campaign folder.

When a SharePoint document is approved, HubSpot updates the linked contact or company record with a “Document Approved” tag.

When a deal is marked as “Closed Won” in HubSpot, Activepieces moves the relevant files from SharePoint into an archived folder.

When a new client folder is created in SharePoint, HubSpot generates a matching company record and attaches the folder link.

Automate Document and CRM Management

With Activepieces, SharePoint and HubSpot work hand in hand to manage your client documents, proposals, and assets. Every new upload or edit in SharePoint is reflected automatically in HubSpot, reducing manual work and keeping sales and marketing aligned.

Simplify Collaboration Between Sales and Marketing

Activepieces helps teams connect their content library and CRM workflows effortlessly. Sync approved materials, attach documents to deals, and create campaign folders automatically, making sure your teams always work with the right files.

Reliable, Secure, and Flexible

All SharePoint-HubSpot automations use encrypted, authenticated APIs for safe and compliant data sharing. You can specify which libraries sync to HubSpot, set folder-based triggers, and define tagging rules to match your internal processes.