🌐 HubSpot + SharePoint Online Integration

Your marketing collateral. Always current. Always secure.

Are marketing teams using outdated assets because the latest versions are buried in SharePoint? Do campaign managers waste time manually attaching files to HubSpot records?

With our HubSpot + SharePoint Integration, you can:

Link SharePoint documents directly to HubSpot Campaigns, Companies, and Deals
Ensure every campaign uses approved, up-to-date marketing collateral
Automate version control and access management for marketing assets

🔗 What This Integration Does

We connect SharePoint Online with HubSpot to enable:

Secure linking of SharePoint documents to HubSpot records
Automatic metadata sync between platforms
Real-time alerts when linked marketing assets are updated
Full access control using SharePoint permissions and HubSpot user roles

💡 Why It Matters

Without integration:

Marketing teams struggle with version control across platforms
Manual document uploads create version chaos
Compliance risks from uncontrolled asset sharing

With integration:

✅ Always link to current SharePoint files from HubSpot
✅ Maintain version history and approvals in SharePoint
✅ Control access with Azure AD + HubSpot permissions
✅ Ensure brand consistency across all materials

🚀 Key Benefits

Single source of truth - Access the latest approved assets
Brand consistency - Ensure campaigns use current, on-brand materials
Automated governance - Sync asset status to HubSpot
Secure collaboration - Co-edit in SharePoint with audit trails
Time savings - Eliminate manual file uploads and version management

⚙️ How It Works

Link marketing assets from SharePoint to HubSpot records using secure URLs
Sync metadata like approval status and expiration dates
Set up alerts when critical marketing assets are modified
Control access with combined SharePoint/HubSpot permissions

Technical Implementation:

Uses SharePoint REST API for document management
HubSpot REST API for CRM integration
Azure Event Grid for change notifications
Microsoft Graph API for authentication

⚠️ Technical Considerations:

Files remain stored in SharePoint for centralized management
Requires HubSpot Enterprise for full API access
HubSpot displays current file versions
Custom metadata sync requires field mapping

🎯 Who's This For?

Marketing teams managing complex campaigns and digital assets
Brand managers needing strict control over marketing collateral
Organizations with content governance requirements
Agencies managing multiple client brands
Marketing operations teams requiring automated asset management

🏆 Why Choose IT Partner LLC

Deep SharePoint and integration expertise
HubSpot Certified Integration Specialists
Marketing technology experts with workflow understanding
Security and compliance focus for regulated industries
End-to-end service from design to deployment and support

Microsoft and HubSpot Partner Credentials

💬 What's Next?

Let's discuss how to streamline your marketing asset management and campaign workflows.

☎️ +1-855-700-0365
✉️ sales@o365hq.com
📅 Request a Consultation
➡️ Message via Teams

Transform your marketing operations with seamless HubSpot and SharePoint integration.

HubSpot and SharePoint Online Integration

IT Partner LLC

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