connect to my files on sharepoint

SOLVE
bdesilva
Contributor

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?

1 Accepted solution

Accepted Solutions
arpingajjar
Solution
Member

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/

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5 Replies 5
roisinkirby
HubSpot Product Team

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

 

 

Screen Shot 2017-09-15 at 11.32.18.png

0 Upvotes
--Frank--
Participant

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

arpingajjar
Solution
Member

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/

View solution in original post

sgriggs63
Participant

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.

nspmarketing
Participant
I agree with this request. Check out the video explaining why in our blog 
0 Upvotes