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
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.
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
Organizations of all sizes can benefit from using Power Apps, Power Automate, and Power BI. These tools are ideal for businesses looking to enhance productivity through custom app development, automate workflows to save time, and gain valuable insights from their data to make informed decisions. From small startups to large enterprises, these tools provide scalable solutions to meet diverse business needs.
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.
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.
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 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 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.
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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