SharePoint HubSpot Integration
Appy Pie Automate allows you to Integrate SharePoint with HubSpot using AI Agents
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- Lightning Fast Setup
Simplify SharePoint HubSpot Integration with seamless setup
Easily set up SharePoint HubSpot Integration without coding. Start automating your workflows and Integrate SharePoint with HubSpot today.
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
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Updated List Item
Triggers whenever exiting item updated in the list.
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Contact Recently Created or Updated
Triggers when a contact recently created or updated.
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New Company
Triggers when a new company is available.
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New Contact
Triggers when a new contact is available.
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New Deal
Triggers when a new deal is available.
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New Deal in Stage
Triggers when a deal enters a specified deal.
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New Form Submission
Triggers when a form in submitted.
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New Product
Triggers when a new product is available.
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New Quotes
Triggers when a new quotes is available.
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Updated Company
Triggers when a update company is available
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Updated Deal Stage To Closed Won
Triggers when a deal stage is updated.
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Create Item List
Create a new item created in the list
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Update Item List
Update a item in the list.
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Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
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Add File to Contact
Adds a file to a specific contact.
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Add Note To Contact
Add Note To Contact.
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Associate Deal
Associates the deal with dealId with the contact.
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Create Associations
Creates associations between objects
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Create Company
Create a Company in HubSpot
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Create Deal
Create a Deal in HubSpot
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Create Form Submission
Creates a new Submission for a selected form.
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Create Line Item
Create a line_item in HubSpot
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Create Ticket
Create a Ticket in HubSpot
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Create or Update Contact
Create or Update a contact in HubSpot
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Update Company
Update a Company in HubSpot"
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Update Deal
Update a Deal in HubSpot
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Update Line Item
Update exiting line_item in HubSpot
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Update Product
Search Product and Update It.
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Update Quote
Update a Quote in HubSpot
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New Item Line
Triggers whenever new item created in the list.
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New List
Triggers whenever new list created.
-
Updated List Item
Triggers whenever exiting item updated in the list.
-
Contact Recently Created or Updated
Triggers when a contact recently created or updated.
-
New Company
Triggers when a new company is available.
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New Contact
Triggers when a new contact is available.
-
New Deal
Triggers when a new deal is available.
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New Deal in Stage
Triggers when a deal enters a specified deal.
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New Form Submission
Triggers when a form in submitted.
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New Product
Triggers when a new product is available.
-
New Quotes
Triggers when a new quotes is available.
-
Updated Company
Triggers when a update company is available
-
Updated Deal Stage To Closed Won
Triggers when a deal stage is updated.
-
Create Item List
Create a new item created in the list
-
Update Item List
Update a item in the list.
-
Add Contact to List
Adds a contact to a specific static list. (Marketing Hub Starter plans and above)
-
Add File to Contact
Adds a file to a specific contact.
-
Add Note To Contact
Add Note To Contact.
-
Associate Deal
Associates the deal with dealId with the contact.
-
Create Associations
Creates associations between objects
-
Create Company
Create a Company in HubSpot
-
Create Deal
Create a Deal in HubSpot
-
Create Form Submission
Creates a new Submission for a selected form.
-
Create Line Item
Create a line_item in HubSpot
-
Create Ticket
Create a Ticket in HubSpot
-
Create or Update Contact
Create or Update a contact in HubSpot
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Update Company
Update a Company in HubSpot"
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Update Deal
Update a Deal in HubSpot
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Update Line Item
Update exiting line_item in HubSpot
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Update Product
Search Product and Update It.
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Update Quote
Update a Quote in HubSpot
How SharePoint and HubSpot Integrations Work
Follow the steps below to start setting up your SharePoint integrations using Appy Pie Automate:
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Step 1: Select Trigger
Choose SharePoint as the trigger app, select event, authenticate & successfully Test
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Step 2: Select Action
After completing the trigger test, select HubSpot as the action app from the list.
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Step 3: Authenticate
Connect your HubSpot account & authenticate it.
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Step 4: Setup & Test
Select the data you want to send from SharePoint to HubSpot & your AI Agent is ready!
Choose the app you want to Integrate with SharePoint and HubSpot
- SharePoint Gmail
- SharePoint MailChimp
- SharePoint HubSpot
- SharePoint Zoho CRM
- SharePoint Zendesk
- SharePoint Trello
- SharePoint Microsoft Teams
- SharePoint Slack
- SharePoint Zoom
- SharePoint DALL E
- SharePoint Power BI
- SharePoint Asana
- SharePoint ActiveCampaign
- SharePoint Jira
- SharePoint GitHub
- HubSpot Autotask
- HubSpot Filter By Automate
- HubSpot SharePoint
- HubSpot Two Way Sync By Automate
- HubSpot Zoho Books
- HubSpot Salesforce
- HubSpot Xero
- HubSpot Microsoft Excel
- HubSpot Pipedrive
- HubSpot Google Sheets
- HubSpot QuickBooks Online
- HubSpot Calendly
- HubSpot Webhooks By Automate
- HubSpot Google Calendar
- HubSpot Zoho CRM
Popular Templates for SharePoint and HubSpot Integration
Discover our most popular templates, designed to simplify and optimize your automation processes
Add Contact to List in HubSpot when New Item Line is created in SharePoint
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When this happens:
New Item Line
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Then do this:
Add Contact to List
Add File to Contact in HubSpot when New Item Line is created in SharePoint
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When this happens:
New Item Line
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Then do this:
Add File to Contact
Associate Deal in HubSpot when New Item Line is created in SharePoint
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When this happens:
New Item Line
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Then do this:
Associate Deal
Create Company to HubSpot from New Item Line in SharePoint
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When this happens:
New Item Line
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Then do this:
Create Company
Create Deal to HubSpot from New Item Line in SharePoint
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When this happens:
New Item Line
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Then do this:
Create Deal
Streamline Your Workflow with Appy Pie Automation
Frequently Asked Questions
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What Is SharePoint?
Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.
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What Is HubSpot?
HubSpot serves as a holistic CRM solution, seamlessly blending marketing, sales, and customer service functionalities. It enables businesses to streamline tasks like email marketing, social media management, lead generation, sales automation, and customer support, boosting operational efficiency and improving customer relationships.
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How SharePoint and HubSpot Integrations Work?
The integration between SharePoint and HubSpot is a seamless process that allows for efficient data sharing and collaboration between the two applications. Here's a step-by-step guide on how this integration works:
- Connection Establishment: The first step is establishing a secure connection between SharePoint and HubSpot. This is typically done through an API (Application Programming Interface) integration, where both apps communicate and exchange data.
- Data Mapping: By aligning corresponding data elements, this process guarantees meaningful and contextually correct data sharing in real-time.
- Authentication and Authorization: This step ensures that only authorized entities can interact with data, preventing unauthorized access and potential breaches.
- Data Synchronization: With the connection, mapping, and authentication in place, data is synchronized between the apps.
- Real-time Updates: This feature provides users with the most recent information, enabling them to make informed decisions based on live data.
- Customization and Automation: Tailor the integration to specific business needs. Automate processes, trigger actions and set up notifications to enhance efficiency and streamline workflows.
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Is the Integration Between SharePoint and HubSpot secure?
While assessing the security of integrating SharePoint with HubSpot, one must ensure the encryption protocols are strong when transmitting data between both apps. Appy Pie is compliant with various data protection regulations like GDPR and CCPA. It also offers two-factor authentication and encryption. Here's a concise guide to assessing the security of the SharePoint-HubSpot integration:
- Data Encryption: This will ensure that any information shared remains secure and inaccessible to unauthorized parties.
- Authentication and Authorization: It is crucial to ensure that the integration process has strong two-factor authentication mechanisms.
- Access Control: This will prevent unauthorized users from gaining access to sensitive information or performing actions they are not permitted to do.
- Data Storage Security: This ensures that the databases or storage systems used by SharePoint and HubSpot integration have adequate security measures.
- User Education and Awareness: Appy Pie ensures that the businesses using the integrated apps are trained to recognize potential security threats.
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