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
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.
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.
Power Apps is highly customizable, allowing businesses to create tailored applications that meet their specific requirements. Users can design custom user interfaces, integrate various data sources, and implement unique business logic with minimal coding. The platform's flexibility enables the development of a wide range of applications, from simple forms to complex enterprise solutions, all adapted to the unique needs of the business.
Microsoft Teams stands out due to its seamless integration with the Microsoft 365 suite, offering comprehensive features like chat, video conferencing, file sharing, and collaboration tools within a single platform. This integration allows for smooth workflows and access to applications like Word, Excel, PowerPoint, and SharePoint directly within Teams. Additionally, it provides enterprise-grade security and compliance features, ensuring your communications and data are protected.
Microsoft Copilot is beneficial for professionals and businesses of all sizes, across various industries. It is particularly useful for those who regularly use Microsoft 365 applications and want to streamline their workflows, enhance their productivity, and leverage AI-driven insights to improve their work. Whether you're a small business owner, a corporate employee, or a freelancer, Copilot can help you achieve more with less effort.
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.
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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