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 provides enterprise-grade security features, including data encryption, multi-factor authentication, and compliance with industry standards and regulations. Microsoft continually updates and monitors its security protocols to protect against threats. These robust security measures ensure that all communications, files, and data shared within Teams are secure and protected from unauthorized access.
Businesses of all sizes, from small startups to large enterprises, benefit from SharePoint Online. It is ideal for organizations that require efficient document management, collaboration tools, and a centralized platform for information sharing. Its scalability makes it suitable for various business needs, from simple document storage to complex workflow automation.
Power Apps enables small businesses to create custom solutions tailored to their unique needs without the need for significant investment in development resources. With Power Apps, small businesses can streamline their operations, improve data collection, and enhance customer engagement through tailored applications. The ease of use and integration with other Microsoft services make it an accessible and powerful tool for small business growth.
SharePoint Online offers robust integration with Microsoft 365, advanced security features, extensive customization options, and powerful collaboration tools. Its seamless integration with tools like Teams and OneDrive makes it a comprehensive solution for document management and collaboration. The ability to customize workflows and build intranet sites further sets it apart from other tools.
Microsoft Copilot is an AI-powered assistant integrated into Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. It leverages advanced AI technologies to help users create, edit, and enhance their work more efficiently. Copilot can generate text, create summaries, automate tasks, provide data insights, and much more, making it a valuable tool for increasing productivity and efficiency.
SharePoint Online offers enterprise-grade security features, including encryption, multi-factor authentication, and compliance with industry standards. Microsoft continuously updates its security protocols to protect data against threats. These robust security measures ensure that sensitive business information remains protected from unauthorized access and cyber threats.
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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