We would like to organize our document repository in the future using Microsoft Teams and the underlying SharePoint structure.
To achieve this, we are looking for a way to link companies in HubSpot to their respective Teams/SharePoint folders. The goal is to have all relevant documents (e.g., calculations, quotes, contracts, and other paperwork) stored centrally and accessible directly from HubSpot.
How have you addressed this issue? Is there a proven integration or a best practice approach that you can recommend?
Alternatively, very lightweight: a custom link property on the company, where you simply store the link to the SharePoint folder. This can be placed in the left sidebar of the company, opens with a click, and leads to the files. This would be my preferred solution.
Hi @karstenkoehler, thanks so much for your input! Both approaches sound interesting. The solution using link properties actually seems a bit smarter. I’ll give that a try right away.
