connect to my files on sharepoint

Smart CRM & Sales Hub CRM
1

Our file system of record is Sharepoint. All the files for the sales process are there and we cannot upload them to Hubspot. Is there any way to link/connect to Sharepoint Online and be able to see and access the files from Sales?

2

Hey @bdesilva at this time, it is only possible to import files from Dropbox, Google Drive and Box.

You can however drag/drop files into your Documents tool.

You can also vote for a Zapier integration between HubSpot and Sharepoint here.

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3

Hi,

Now in 2019, would it be possible to connect a O365 sharepoint folder as a repository?

We’d like to not add a new service and it will be helpfull to be able to have some sort of (file) integration between HS and O365

4

Here is a brief outline on how it can be achieved:

1. Call the REST API in HubSpot. This article gives a detailed description on the endpoints.
2. Once you can retrieve the data from Hubspot the next step is to load it on a SharePoint List.

If you are working with Node.Js I would recommend using the “sp-pnp-js” library for authenticating and working with SharePoint. Here is the link to that library.

3. Finally, to schedule this, I published the code to Azure as an Azure Function. Here is some documentation on how to work with Azure Functions.

https://sohodragon.nyc/hubspot-sync-to-a-sharepoint-list-2/

5

Couldn’t agree more. All of our account documents live within Sharepoint and accessible through link only. No way to implement this in with the Attachments. You have the drop downs for Attach file and utilize the different ways. The ability to attach a document through link.

6

Any updates on this?

7

This is possible through a marketplace app. 2-way sync with Sharepoint on all hubSpot records (contacts / companies / deals / tickets / tasks)

Here’s a video for anyone who might be interested

The app’s available here.

8

Thanks for sharing @SiddharthGarg91!

9

This is exactly what we need, however I cannot believe that Hubspot has not implemented something itself. To be honest we are very much over paying thousands of dollars to Hubspot every month only to have to pay even more via 3rd party apps to get the functionality that should already be in the software. There is so much that we need to have implemented into the software that it has become nearly unusable and a lot of our reps have gone back to their own systems.

10

HubSpot, first in making you pay for basic basic functionality, first in friendship.

11

Hey @RSM32 To assist you better, could you please provide more details about the issues you’re encountering while trying to connect to your files on SharePoint? Once I have a better understanding of the specific challenges you’re facing, I’ll do my best to help resolve them promptly.

Kindly,

Pam

12

So many clients use Sharepoint, it would be ideal to have a native integration with HubSpot without having to add another integration :grinning_face_with_smiling_eyes: