Collateral tied to deal stages

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Regular Contributor

We have documents that the sales person needs at each deal stage. Is there any way to tie them (they are on Sharepoint Online) to the sales process inside CRM? If not, how do you handle this?

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HubSpot Product Team

Hey @bdesilva welcome to the Community and thanks for your question!

 

HubSpot's Documents Tool allows you to build a library of up-to-date sales content and documents for your entire team. At this time SharePoint is not integrated with HubSpot CRM & Sales but you are able to add a document to the documents library from the following sources:

A local file
Google Drive
Dropbox
Box

 

To find out more about this feature, check out the following documentation: https://knowledge.hubspot.com/getting-started-with-hubspot-sales/an-overview-of-documents

 

If you have any further questions let me know!

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