Your team stores critical documents in Microsoft 365 — proposals, contracts, onboarding guides, project files. Getting them into HubSpot usually means manual work, lost context during handoffs, and no clear view of what's been shared with a customer.

The Microsoft SharePoint & OneDrive integration brings that content directly into your CRM, so the right document is always with the right record — and your team can automate the busywork as deals and accounts move forward.

• Attach SharePoint and OneDrive content to any record

  Link or browse files, folders, sites, and document libraries from a SharePoint and OneDrive card on contacts, companies, deals, tickets, and other records. Your team always works from the right document, with one-click open in Microsoft or copy a share link.

• Create folders automatically with workflows

  Trigger folder creation from CRM events using your own naming and subfolder templates. Every customer gets a consistent, organized home for their documents — with no manual setup.

• Upload files automatically with workflows

  Send HubSpot files and attachments straight to the right OneDrive or SharePoint folder as part of a workflow. Documents land where your team expects them, automatically.

• Link existing content with workflows

  Automatically link an existing OneDrive or SharePoint site, document library, folder, or file to the record that triggers the workflow. Connect the content you already have to the right customer, at scale.