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.
Microsoft Teams is beneficial for organizations of all sizes, from small businesses to large enterprises, across various industries. It is ideal for teams that require robust communication, collaboration, and integration tools to enhance productivity and streamline workflows. Whether you have remote workers, multiple office locations, or a dynamic project-based work environment, Microsoft Teams can help keep everyone connected and productive.
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.
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.
Microsoft Teams is designed to support remote work with features like video conferencing, screen sharing, chat, and file collaboration. It enables remote employees to stay connected, collaborate in real time, and access important documents from anywhere. The mobile app ensures that team members can communicate and stay productive on the go. These features make it easier to manage remote teams, ensuring that business operations continue smoothly regardless of location.
In Outlook, Microsoft Copilot helps manage emails and schedules more efficiently. It can draft email responses, prioritize important messages, and automate meeting scheduling. Copilot also provides smart suggestions for email content and can summarize long email threads, making it easier to stay on top of communications and manage time effectively. These features help users handle their inbox more efficiently and stay organized.
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.
© 2024 HarjTech. All rights reserved.