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SharePoint

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App

SharePoint

Enhancing consistency in file and folder management
Installs
20+ installs
Sign in to installRequires SharePoint subscription
Leading

Leading

Leading partners have a demonstrated record of delivering customer value in close partnership with HubSpot.Learn more

Requirements

HubSpot Plan
HubSpot Account permissions
View the required account permissions
Access Type
Shared
SharePoint Subscription
Free, Starter, Professional, or Enterprise plans

Overview

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.


Get started on our free plan - No credit card required, can cancel at anytime


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.


Integration Glue does not retain any data or files when using this app; it simply reads and outputs data to your own HubSpot portal.


Features

Creating SharePoint Folders from HubSpot Workflows

This feature enables the automatic creation of SharePoint folders on any HubSpot Standard or Custom object. Can be used to automate the creation of presales folders, project folders, customer folders, etc, so every new customer, deal, project or more can have a dedicated folder in SharePoint, organized and accessible for all relevant team members.

Save HubSpot file to SharePoint

Automatically save HubSpot files to SharePoint

App Functionality

Shared Data
Data Source
Sync Direction
In HubSpot
In HubSpot

Files, SharePoint

Contact Properties

Contacts

Company Properties

Companies

Deal Properties

Deals

Custom Objects

Contact Properties

Contacts

Company Properties

Companies

Deal Properties

Deals

Custom Objects

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This app requires one of the following SharePoint subscription plans.

Free

$0

Great for small teams starting out or anyone who wants to learn more

  • Includes 100 credits; Actions use 1 credits each time they run = 100 runs of Custom Actions per month

No setup fee, no credit card required, automations stop once your Credits are used

Free

$0

Great for small teams starting out or anyone who wants to learn more

  • Includes 100 credits; Actions use 1 credits each time they run = 100 runs of Custom Actions per month

No setup fee, no credit card required, automations stop once your Credits are used

* The pricing here is for display purposes only. All prices do not include taxes, incentives, discounts, or other pricing variables. You should contact the partner for the most up to date and correct pricing information. HubSpot does not take any responsibility for this pricing information, which is provided by our partners. Pricing last updated: 06/12/2026

More info

Built by
Integration Glue
Installs
20+ installs
Categories
Languages this app is available in
English

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