BetaAdd and use Microsoft SharePoint and OneDrive files in HubSpot

Connect the Microsoft SharePoint & OneDrive app to HubSpot to attach, organize, and access Microsoft OneDrive and SharePoint files across CRM records and workflows. After connecting the app, you can browse SharePoint and OneDrive files from HubSpot records and open linked files in Microsoft. You can also automate file creation and management with workflows.

The integration helps teams centralize customer-facing documents and reduce manual work when managing files across sales, marketing, service, and operations processes.

Before you get started

• If you’re a Super Admin, opt your HubSpot account into the Microsoft OneDrive & SharePoint File Integration for HubSpot Records public beta.
• Your organization’s Microsoft 365 administrator may need to provide tenant-wide consent to connect the app.
• The integration supports only OneDrive for Business accounts. Personal Microsoft accounts and personal OneDrive accounts aren't supported.
• You must have access to the OneDrive or SharePoint files and folders that you want to link to HubSpot records.
• You can attach up to 20 items to each record.

Connect the Microsoft SharePoint and OneDrive app

1. In your HubSpot account, click the Marketplace icon in the top navigation bar, then select HubSpot Marketplace.
2. In the search bar, search for and select the Microsoft SharePoint and OneDrive app.
3. On the app page, click Install.
4. In the dialog box, select whether you want to connect SharePoint, OneDrive, or both.

5. Click Connect.
6. Follow the on-screen instructions to sign in to your Microsoft 365 account and authorize HubSpot.
7. If required, you may be prompted to ask your Microsoft 365 admin to grant tenant-wide consent to connect HubSpot with Microsoft 365.
8. Complete the connection process.

1. In your HubSpot account, click the settings icon in the top navigation bar.
2. In the left sidebar menu, navigate to Integrations > Connected Apps.
3. Click the Microsoft SharePoint and OneDrive app.
4. Click the Settings tab.
5. In the Manage connections section, click Manage.
6. In the Manage connections dialog box, click Connect for SharePoint or OneDrive.

7. Follow the on-screen instructions to complete the connection.

Link Microsoft SharePoint and OneDrive files to HubSpot records

After connecting the app, a Super Admin or a user with the Customize record page layout permission must add the Microsoft SharePoint and OneDrive integration card to the right sidebar of HubSpot records. Learn more about adding cards to a record page layout. Once added, you can start attaching new SharePoint and OneDrive files to CRM records, as well as viewing and managing attached files.

To add a new SharePoint and OneDrive file to a record in HubSpot:

1. In your HubSpot account, navigate to your records.
2. Click the name of a record.
3. On the record page, navigate to the Microsoft SharePoint and OneDrive integration card in the right sidebar.
4. On the card, click +Add.

5. Browse SharePoint and OneDrive files or search for a file or folder.

6. Select the file or folder that you want to link to.
7. Click Confirm.

The SharePoint or OneDrive file or folder will be added to the integration card on the right sidebar of the HubSpot record. From there, you can open the file in Microsoft.

Use Microsoft SharePoint and OneDrive workflow actions

After connecting the app, use the following workflow actions to automatically create and organize SharePoint and OneDrive files for your HubSpot records.

Please note: for all workflow actions, you can use file or folder IDs stored in a CRM object property as inputs in the action configuration fields.

To use SharePoint and OneDrive workflow actions:

1. In your HubSpot account, click More, then navigate to Automation > Workflows. If More doesn't appear in your account, navigate to Automation > Workflows directly.
2. Click the name of your workflow.
3. In the workflow editor, click the + plus icon.
4. In the left panel, select a SharePoint or OneDrive workflow action:

• • To create a folder:
    • Select the Create a folder in SharePoint or Create a folder in OneDrive action.
    • Click the Microsoft account dropdown menu and select the account you want to use.
    • In the Folder name field, enter a name for the folder.
    • Under Destination, select whether you want the folder to be created in a document library or drive root, or a specific folder.
      • Document library root or drive root: enter the library or drive root you want to create the folder in.
      • Specific folder: enter the folder sharing URL or the folder identifier from a previous workflow action.

Please note: if a folder with the same name already exists in the selected destination, the action will complete successfully without creating a duplicate. The action output will include the existing folder's ID and name.

• • To upload a file:
    • Select the Upload a file to SharePoint or Upload a file to OneDrive action.
    • Click the Microsoft account dropdown menu and select the account you want to use.
    • Click the CRM object dropdown menu and select the record type from which you want to attach the file.
    • Click the File property field and select the property from which you want to upload the file.
    • Under Destination, select whether you want the file to be uploaded in a document library root or a specific folder.

• • To link to an existing folder or file:
    • Select the Link to SharePoint item or Link to OneDrive item action.
    • Click the Microsoft account dropdown menu and select the account you want to use.
    • Click the CRM object dropdown menu and select the record type to associate with the item.
      • For the Link to OneDrive item action, in the File or folder identifier field, enter the file or folder sharing URL or the file or folder identifier from a previous workflow action.
      • For the Link to SharePoint item action, under Attachment type, select the type of item you want to link:
        • Site: enter the site you want to link.
        • Document library: enter the site and document library you want to link.
        • Folder or file: enter the file or folder sharing URL or the file or folder identifier from a previous workflow action.

Please note: if the item is already linked to the record, the action will complete successfully but no changes will be made.