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
Power Automate enhances business processes by automating repetitive tasks and workflows, reducing the need for manual intervention. This automation can save time, reduce errors, and increase efficiency. Power Automate can integrate with a wide range of applications and services, enabling the seamless flow of information across different systems and automating complex multi-step processes to streamline operations.
Power BI provides interactive dashboards, real-time data insights, and robust data visualization capabilities. It allows users to connect to various data sources, create detailed reports, and share insights across the organization. Power BI's powerful analytics tools help businesses identify trends, make data-driven decisions, and track key performance indicators, ultimately leading to better business outcomes.
SharePoint Online helps small businesses by centralizing document storage, streamlining workflows, and enhancing communication. It provides tools for task management, project collaboration, and secure data sharing, improving overall efficiency. Small businesses can also benefit from the platform's scalability, allowing them to start with basic features and expand as their needs grow.
SharePoint Online is highly customizable. Businesses can create custom workflows, design unique intranet sites, integrate third-party applications, and use Power Automate for automation. This flexibility allows you to tailor the platform to your specific requirements, enhancing its functionality and ensuring it meets your business's unique needs.
Microsoft Teams offers small businesses an affordable and scalable solution for communication and collaboration. Features such as video conferencing, screen sharing, chat, and file storage are available even in the free version. Small businesses can benefit from streamlined workflows, enhanced team communication, and the ability to integrate with other business-critical apps like CRM systems, project management tools, and more. This comprehensive tool helps small businesses operate more efficiently and compete effectively.
SharePoint Online seamlessly integrates with Microsoft 365 applications, including Outlook, Teams, OneDrive, and Power BI. This integration enhances productivity by allowing users to work within a unified, familiar environment. The integration facilitates better data flow, collaboration, and communication across different tools, making it easier to manage projects and share information.
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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