Integrate Sharepoint with HubSpot CRM

Send information between Sharepoint and HubSpot CRM automatically, without writing any code, using Zoho Flow.

Build your own integrations between Sharepoint and HubSpot CRM

Connect Sharepoint and HubSpot CRM with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Integrate Sharepoint and HubSpot CRM using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Drive created

Triggers when a new drive is created

Site created

Triggers when a new site is created

Contact created

Triggers when a new contact is created

Meeting created

Triggers when a new meeting is created

Task created

Triggers when a new task is created

Company created

Triggers when a new company is created

Deal created or updated

Triggers when a new deal is created or details of an existing deal is updated

Contact created or updated

Triggers when a new contact is created or details of an existing contact is updated

Deal created

Triggers when a new deal is created

Company created or updated

Triggers when a new company is created or details of an existing company is updated

Email created

Triggers when a new email is created

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Create text file

Creates a new text file

Fetch folder

Fetches the details of an existing folder by name

Fetch file

Fetches the details of an existing file by name

Create contact

Creates a new contact

Create company

Creates a new company

Create deal

Creates a new deal

Create ticket

Creates a new ticket

Create task

Creates a new task

Create email

Creates a new email

Create meeting

Creates a new meeting

Update company

Updates the details of an existing company by ID

Create or update contact

Creates a new contact or updates the details of an existing contact

Update contact - By VID

Updates the details of a contact associated with the specified VID

Update contact - By email

Updates the details of an existing contact associated with the specified email

Associate CRM entities

Associates two existing CRM entities

Update deal

Updates the details of an existing deal using its ID

Fetch contact - By VID or email

Fetches the details of an existing contact by VID or email

Fetch company - By ID

Fetches the details of an existing company by ID

Fetch company - By name

Fetches the details of an existing company by name

Fetch deal - By ID

Fetches the details of an existing deal by ID

Fetch ticket pipeline - By name

Fetches the details of the existing pipeline of the ticket by name

Fetch ticket pipeline stage - By name

Fetches the details of the existing stages in the pipeline of the ticket by name

What is Sharepoint?

SharePoint is a web-based collaborative platform that helps you share and manage files, data, and resources.

What is HubSpot CRM?

HubSpot CRM is a CRM tool that lets you convert prospects into contacts, improvise your strategy based on reports, and manage your contacts and sales funnel from one place.

CRM

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

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Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

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Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more

Owain ap Rees

Sales Director, Artico

Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.

Neville Mader

Director, Perth Security Services

With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more

Toto

Technical Engineer, Master Liveaboards

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