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
SharePoint Online offers robust integration with Microsoft 365, advanced security features, extensive customization options, and powerful collaboration tools. Its seamless integration with tools like Teams and OneDrive makes it a comprehensive solution for document management and collaboration. The ability to customize workflows and build intranet sites further sets it apart from other tools.
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.
Microsoft Copilot is seamlessly integrated into Microsoft 365 applications, such as Word, Excel, PowerPoint, Outlook, and Teams. It works alongside these applications, providing AI-powered suggestions and automation features directly within the user interface. For example, in Word, Copilot can help draft documents, while in Excel, it can assist with data analysis. This integration allows users to enhance their productivity without needing to switch between different tools.
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 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.
Microsoft Copilot is an AI-powered assistant integrated into Microsoft 365 applications like Word, Excel, PowerPoint, Outlook, and Teams. It leverages advanced AI technologies to help users create, edit, and enhance their work more efficiently. Copilot can generate text, create summaries, automate tasks, provide data insights, and much more, making it a valuable tool for increasing productivity and efficiency.
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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