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Zapier makes it easy to integrate HubSpot with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
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HubSpot
HubSpot
1. Choose trigger event
Microsoft SharePoint
Microsoft SharePoint
2. Choose action
1. Select the event
Setup
Test
HubSpot
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Company" from HubSpot.
Add your action
An action happens after the trigger—such as "Copy File or Folder" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects HubSpot and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Create a new record or update an existing record in your app.
Site
Required
List
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File or Folder
Required
Recipients
Required
Permission Level
Required
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Folder
File name
Required
Text content
Required
If file name exists
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
List
Required
List Item ID
Required
ETag
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Required
Document Library
Required
Folder
File
Required
Export format
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Page
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File to Replace
Required
File
Required
New Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Document Library
Folder
File
Required
File name
If file name exists
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Document Library
Search For
Match By
Search Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Site
Document Library
File or Folder ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Required
Document Library
Required
File or Folder
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Required
Page ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use HubSpot and Microsoft SharePoint with AI agents and code
Beyond Zap workflows. Call HubSpot and Microsoft SharePoint actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose HubSpot and Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Update Contact Subscription Preferences
Copy File or Folder
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use HubSpot and Microsoft SharePoint
Track new leads in SharePoint lists.
For business owners using SharePoint to organize their operations, Zapier can streamline lead management. With this workflow, whenever a new contact is added in HubSpot, Zapier automatically creates a list item in a SharePoint list. This improves lead tracking and ensures no potential client is overlooked, reducing manual data entry while speeding up response times.
When a ticket is updated in HubSpot, Zapier automatically updates the corresponding item in a SharePoint list. This keeps the IT team informed and ensures alignment between teams using HubSpot and SharePoint, avoiding miscommunication. This workflow improves ticket resolution times and ensures reliable documentation.
Marketing teams often rely on form submissions to collect feedback or topics for content. When a HubSpot form is submitted, Zapier adds the form details to a SharePoint file. This automation saves time, ensures all data is in one place, and keeps campaigns aligned with audience needs.
Level up your HubSpot to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about HubSpot + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with HubSpot and Microsoft SharePoint
What is required to integrate HubSpot with Microsoft SharePoint?
To integrate HubSpot with Microsoft SharePoint, you'll need accounts on both platforms. Additionally, you'll require integration software or middleware that can connect these two systems. We support integrations with triggers such as 'New Contact in List' in HubSpot and actions like 'Create File' in Microsoft SharePoint.
How do I trigger an update from HubSpot to Microsoft SharePoint?
In our integration setup, you can set a trigger such as 'New Form Submission' or 'Contact Created' in your HubSpot account. This trigger can then lead to actions like 'Create Item' or 'Update Item' within your Microsoft SharePoint library or list.
Can I synchronize document uploads from HubSpot to a SharePoint folder automatically?
Yes, with our integration capabilities, you can automate the synchronization of document uploads by using a HubSpot trigger like 'New File Upload in Engagement'. This will initiate an action such as uploading the file directly into a specified folder in your SharePoint account.
Is it possible to add new contacts from HubSpot into a SharePoint list?
Indeed, when you create a new contact in HubSpot, you can use this event as a trigger. It allows us to automate the addition of that contact's details into a predefined list within your Microsoft SharePoint setup.
What happens if there’s an error during the integration process?
During the integration process, if an error occurs, we provide logs that help identify the problem. Depending on the nature of the error, our system may retry the operation or alert you for manual intervention. You can monitor these errors and take corrective actions accordingly.
How often does data sync between HubSpot and Microsoft SharePoint?
The frequency of data synchronization between HubSpot and Microsoft SharePoint depends on how you've configured your triggers and actions. Generally, our integrations facilitate near real-time updates based on event triggers like form submissions or contact updates.
Can we transfer custom fields from HubSpot contacts to SharePoint lists?
Yes, you can map custom fields from your HubSpot contacts to corresponding columns in your SharePoint lists during the setup process of your integration. This ensures that all relevant data is transferred effectively between platforms.
About HubSpot
HubSpot is your all-in-one stop for all of your marketing software needs.
