HubSpot and SharePoint Online Integration

🌐 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Are marketing teams using outdated assets because the latest versions are buried in SharePoint?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

1. Link marketing assets from SharePoint to HubSpot records using secure URLs
2. Sync metadata like approval status and expiration dates
3. Set up alerts when critical marketing assets are modified
4. 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

💬 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.