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 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 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.
Microsoft Teams is highly customizable to fit your business needs. You can create custom channels for different projects or departments, integrate third-party apps and services, and use bots to automate tasks. The ability to add tabs for quick access to frequently used documents, websites, or apps further enhances its flexibility. This customization ensures that Teams can be tailored to support your specific workflows and business processes effectively.
Microsoft Teams improves business processes by automating workflows through Power Automate, facilitating clear and organized communication, and providing tools for efficient project management. Features like task assignments, meeting scheduling, and integrated file storage streamline operations and reduce the time spent on administrative tasks. Enhanced collaboration and easy access to information enable teams to work more effectively, leading to improved productivity and business outcomes.
SharePoint Online offers version control, metadata tagging, document check-in/check-out, advanced search capabilities, and secure access controls. These features ensure organized, secure, and easily retrievable document management. The platform's robust search functionality helps users quickly find the information they need, enhancing productivity.
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.
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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