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SharePoint + HubSpot CRM Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and HubSpot CRM

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About HubSpot CRM

Hubspot CRM is a customer relationship management system that helps teams with their marketing, sales, and customer care needs. With Hubspot CRM, you can track prospects, close deals, nurture leads, sell more, and deliver exceptional customer support.

HubSpot CRM Integrations
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Best SharePoint and HubSpot CRM Integrations

  • SharePoint Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Messages to Channels in Microsoft Teams for new Hubspot CRM Deals Read More...
    When this happens...
    SharePoint New Deal
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Keep your team on the same page by sending out notifications whenever new deals are created in your CRM. With this HubSpot CRM – Microsoft Teams integration, whenever a new deal is created in HubSpot, we’ll send all related information to your chosen Microsoft Teams channel without any manual effort from your end. To set it up, you'll just need to add channel names (single or multiple). Don’t worry we provide step-by-step instructions for it all.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new deal is created in HubSpot CRM
    • Appy Pie Connect sends a message to the selected channel on Microsoft Teams
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • SharePoint Microsoft Teams

    HubSpot CRM + Microsoft Teams

    Send Notifications to Microsoft Teams channels for new HubSpot CRM contacts Read More...
    When this happens...
    SharePoint New Contact
     
    Then do this...
    Microsoft Teams Send Channel Messages
    Want to make sure that all your team members on Microsoft Teams know about every new customer on HubSpot CRM? Use this Connect to automatically send messages whenever new contacts are created in HubSpot CRM. Once you've set up this automation, adding a new contact on HubSpot CRM will automatically trigger a notification to the channel of your choice. This way, you can be sure everyone is in the loop at all times.
    How this HubSpot CRM – Microsoft Teams integration works
    • A new contact is created in HubSpot CRM
    • Appy Pie Connect sends a message to the Microsoft Teams channel
    What You Need
    • A HubSpot CRM account
    • A Microsoft Teams account
  • SharePoint MailChimp

    HubSpot CRM + MailChimp

    Create MailChimp subscribers from new Hubspot CRM contacts Read More...
    When this happens...
    SharePoint New Contact
     
    Then do this...
    MailChimp Add/Update Subscriber
    Make your email marketing campaign more successful by connecting your MailChimp account with Hubspot CRM. This integration will help you grow your email subscribers list without any manual effort. Once it’s active, any time you create a new Hubspot CRM, the contacts will automatically be added to a Mailchimp list of your choice.
    How It Works
    • You create a new contact in Hubspot CRM
    • Appy Pie Connect automatically adds that contact to a Mailchimp list
    What You Need
    • A Mailchimp account
    • A Hubspot CRM account
  • SharePoint Google Sheets

    HubSpot CRM + Google Sheets

    Add new rows to Google Sheets for HubSpot CRM contacts Read More...
    When this happens...
    SharePoint New Contact
     
    Then do this...
    Google Sheets Create Spreadsheet Row
    Turn Google Sheets into a database for your HubSpot CRM contacts with Appy Pie Connect. Our platform lets you integrate HubSpot CRM with Google Sheets in minutes without any coding. Once you’ve set up this integration, whenever a new contact is added to your HubSpot CRM, we will automatically add it to the Google Sheets spreadsheet. This way you can keep a record of all your HubSpot CRM contacts in one place.
    How This Integration Works
    • A new contact is added to HubSpot CRM
    • Appy Pie Connect adds the contact information to a new row in a Google Sheets spreadsheet
    What You Need
    • A HubSpot CRM account
    • A Google account
  • SharePoint HubSpot CRM

    Paypal + HubSpot CRM

    Create Deals on Hubspot CRM for new PayPal sales Read More...
    When this happens...
    SharePoint Successful Sale
     
    Then do this...
    HubSpot CRM Create Deal
    Adding contacts to your customer relationship management platform is a great way to grow your lists, but it requires a lot of manual work on your part. Use this integration from Appy Pie Connect to automatically create a new contact or a new opportunity in Hubspot CRM whenever a sale is successfully completed in PayPal. This way, you can grow your business sales like never before.
    How It Works
    • A successful sale occurs in PayPal
    • Appy Pie Connect creates a new deal in HubSpot
    What You Need
    • A PayPal account
    • A HubSpot CRM account
  • SharePoint HubSpot CRM

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    When this happens...
    SharePoint {{item.triggerTitle}}
     
    Then do this...
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Connect SharePoint + HubSpot CRM in easier way

It's easy to connect SharePoint + HubSpot CRM without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Company

    Triggers when a new company is created.

  • New Contact

    Triggered every time a new contact is created in HubSpot.

  • New Contact Property Change

    Triggered every time a specified property is updated on any contact. This will also be triggered when a contact is created with this property.

  • New Deal

    Triggers when a new deal is created.

  • New Deal in Stage

    Triggers when a new deal enters a stage.

    Actions
  • Create Company

    Creates a new company.

  • Create Deal

    Creates a new deal.

  • Create or Update Contact

    Create a new contact or update an existing contact based on email address.

  • Update Company

    Updates an existing company.

  • Update Deal

    Updates an existing deal.

How SharePoint & HubSpot CRM Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select HubSpot CRM as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate HubSpot CRM with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and HubSpot CRM

SharePoint?

SharePoint is a web-based service that was created by Microsoft in 2001 and can be used for file sharing, content management and cplaboration. SharePoint is a universal platform that has the capability to integrate with other cloud-based applications such as Salesforce, NetSuite and HubSpot CRM. This universal platform allows corporate data to be accessed from any device or location on the internet. Also, it is very versatile and customizable. You are able to create your own workflows and forms. SharePoint is highly scalable because it can handle large amounts of information at one time. It is easy to navigate in SharePoint and it has a familiar interface to make it easy to use for beginners. Another great feature of SharePoint is that it integrates with other cloud-based applications so you are able to easily access data from different applications without having to switch between programs. It also saves a lot of time when working with multiple applications.

HubSpot CRM?

HubSpot CRM is a marketing platform that can be used to track leads, manage contacts, create sales reports, and create marketing campaigns. It allows the user to integrate with other cloud-based applications such as Salesforce, NetSuite, Dropbox, Box, Google Docs and much more. Its main benefit is that it gives you full contrp of your marketing campaigns. You are able to see which campaign is working best for you and how effective it is. You can use this information to tweak your campaigns and see if it makes a difference or not. You are also able to view all of your leads in one convenient place. This makes it easier to track them and stay organized.

Integration of SharePoint and HubSpot CRM

The integration of SharePoint and HubSpot CRM was completed out of necessity. The company I work for had two different databases that were used for customer data (SharePoint. and sales data (HubSpot CRM. It was very difficult to track customer information between the two databases because they were not integrated. The integration was done using an API interface through the Salesforce integration top Pardot. The integration was very successful because there was no downtime for either program. They remained fully functional during the whpe process. Before the integration was completed, the company used to have to manually transfer information between both databases which took time and effort. By integrating the two databases, customers are automatically added to HubSpot CRM when they fill out a lead form within SharePoint. Also, important updates to customers’ contact information such as phone number or address are automatically updated in HubSpot CRM. The integration also allows us to easily update our social media sites such as Twitter and Facebook with important updates about changes or new promotions we have going on at the company without having to leave the program.

Benefits of Integration of SharePoint and HubSpot CRM

The benefits of integrating SharePoint and HubSpot CRM are numerous and include but are not limited to:

  • Reduced cost. There is no need for additional hardware or software as you are using what you already have which already costs money.
  • No need for additional employees. You are not hiring anyone extra because you do not need new employees to enter data into both programs; all you need is a person who can know both programs well enough to set up the integration.
  • Time saving. You will be able to save time because you will only have one database instead of two separate ones that need updating separately. Also you will not need to spend time transferring data between both databases because they are already connected.
  • More secure. With the integration, you will be able to securely store everyone’s personal information in one database instead of having two separate ones where some people’s information may be improperly stored in one or the other. In addition, it will be easier for your IT department because they will not have to deal with multiple networks or servers anymore; just one network will be required which is safer for your company’s data security. Also, you are able to easily access your data from anywhere at anytime while still being safe from hackers and malware attacks.

The integration of SharePoint and HubSpot CRM has been very successful within my company. Since the companies are now integrated, we have more contrp over our marketing strategy and we are able to save time by not having to manually transfer data between two databases anymore. This has saved a lot of time for our employees and has made our jobs much less stressful because we do not have to worry about updating personal information for customers anymore; we just update their information in one database and it is automatically updated in the other database.

The process to integrate SharePoint and HubSpot CRM may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.