Sales Integrations

JKrantz
Contributor

Looking to have Won deals fill out sharepoint form

Hello all, 

I am looking for a way when i have a deals move to "won", a share point form is filled out. all properties pushed from hubspot data. 

0 Upvotes
3 Replies 3
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Looking to have Won deals fill out sharepoint form

Hi @JKrantz,

 

Do you want to nudge a user to fill out a form or do you want to automatically submit a Sharepoint form with deal information?

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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JKrantz
Contributor

Looking to have Won deals fill out sharepoint form

Automatically submit a Sharepoint form with deal information.

 

thanks!

jim 

0 Upvotes
JKrantz
Contributor

Looking to have Won deals fill out sharepoint form

Automatically submit a Sharepoint form with deal information.

 

thanks!

jim 

0 Upvotes