Automatically connect HubSpot CRM data with SharePoint to centralize client content, folders, and workflows.
With Connected Customer Hub, you’ll never waste time digging through folders again.
Combine the best of Microsoft 365 and HubSpot to centralize your customer operations. Our Connected Customer Hub productizes the messy, manual work of syncing CRM and documents — and replaces it with a seamless system that auto-creates folders, triggers templates, and saves your team hours per week.
We connect HubSpot deals and contacts to folders and flows in SharePoint — no code needed.
We audit your CRM and document needs, then map fields to folder structure
HubSpot and SharePoint APIs are securely connected and configured
Power Automate flows are built to trigger foldering, template use, and approvals
We test every automation to ensure accuracy, security, and ease-of-use
Your team gets full training, documentation, and live support during launch
Because small to mid-sized businesses often store CRM data and customer documents in separate silos. This leads to chaos, inefficiency, and manual work. You’re already paying for Microsoft 365 and HubSpot — let’s make them work together.
Stop copying and pasting between HubSpot and SharePoint — automate it
Give your team one source of truth: contacts, docs, and deals all in sync
Cut hours of admin time weekly with folder and doc automation
Standardize folder structure and control document access automatically
You already pay for M365 — now actually use it to run your business better
Full HubSpot–SharePoint integration, automated foldering, and CRM-connected document flows
Auto-sync your HubSpot contact and deal data with SharePoint folders and documents
Automatically create organized client folders when new deals are added in HubSpot
Common questions about working with HarjTech
Microsoft Teams integrates seamlessly with the entire Microsoft 365 suite, including Outlook, OneDrive, SharePoint, and Office applications like Word, Excel, and PowerPoint. This integration allows users to schedule meetings, share files, collaborate on documents in real time, and manage tasks all within the Teams environment. The unified experience enhances productivity by reducing the need to switch between different applications.
Organizations of all sizes can benefit from using Power Apps, Power Automate, and Power BI. These tools are ideal for businesses looking to enhance productivity through custom app development, automate workflows to save time, and gain valuable insights from their data to make informed decisions. From small startups to large enterprises, these tools provide scalable solutions to meet diverse business needs.
Power BI can connect to a wide range of data sources, including Excel spreadsheets, cloud-based data services, on-premises databases, and various third-party applications. This versatility allows businesses to consolidate data from multiple sources into a single platform for comprehensive analysis and reporting. Power BI's extensive connectivity options ensure that users can leverage all relevant data for informed decision-making.
In Word, Microsoft Copilot offers features like drafting content, generating summaries, suggesting edits, and improving the overall quality of documents. It can help users write more efficiently by providing real-time grammar and style suggestions, generating ideas, and automating repetitive tasks such as formatting and content organization. These features make it easier to create professional, polished documents quickly.
SharePoint Online enhances business processes by automating workflows, facilitating document collaboration, and providing powerful tools for project management and communication. This leads to increased efficiency, reduced errors, and improved productivity across the organization. By streamlining routine tasks and improving data management, businesses can focus more on strategic activities that drive growth and innovation.
Microsoft offers extensive support and training resources for Microsoft Teams, including online tutorials, webinars, community forums, and professional consulting services. The Microsoft Teams help center provides detailed guides and troubleshooting tips, while the Microsoft Learn platform offers in-depth training courses. These resources help businesses effectively implement and use Teams, ensuring users can fully leverage its capabilities.
Let's discuss how our productized solutions can drive your success
Let's discuss your project and discover how HarjTech can help transform your organization with Microsoft solutions.
Productized IT Consulting & Digital Solutions. Serving clients across Canada with outcome-driven Microsoft solutions that deliver guaranteed results.
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