HubSpot and Microsoft SharePoint automations — Sales & Leads

Ready-made scenarios where HubSpot and Microsoft SharePoint work for you (sales & leads): pick one — a copy appears in your account and runs on its own.

56 scenarios

Stage change: deals in hubspot — Updating records in Microsoft SharePoint
New files in Microsoft SharePoint — Finding contacts in HubSpot
New form responses in Formstack — Updating records in Microsoft SharePoint
New deals in HubSpot — Deleting records in Microsoft SharePoint
New deals in HubSpot — Records in Microsoft SharePoint
Updated records in Microsoft SharePoint — Contacts in HubSpot
A new contact — instantly a card on your task board
Updated contacts in hubspot — Sending SMS in Voximplant
Updated records in Microsoft SharePoint — Updating contacts in HubSpot
New subscribers in Mailchimp — Records in Microsoft SharePoint
New companies in HubSpot — Records in Microsoft SharePoint
New attendees in eventbrite — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Contacts in HubSpot
New records in Microsoft SharePoint — Deals in HubSpot
New push notifications in customerIo — Records in Microsoft SharePoint
New records in Microsoft SharePoint — Finding contacts in HubSpot
New attendees in eventbrite — Records in Microsoft SharePoint — variant 2
New form responses in HubSpot — Customers in Get Course
New HubSpot land in Microsoft SharePoint by themselves
New form responses in JotForm — Contacts in HubSpot
New contacts in HubSpot — Records in Microsoft SharePoint
New outputs in phantombuster — Records in Microsoft SharePoint
Found: customers in Get Course — Records in Microsoft SharePoint
New webinar registrants in zoom — Contacts in HubSpot — variant 2
New HubSpot contacts — enriched via hunter, saved to Amo Crm and Microsoft SharePoint
Form submissions into a sheet and support
New HubSpot deals — into Microsoft SharePoint
New deals routed automatically — to the team, table, and slides
CRM deals into a sheet — a pipeline snapshot
Priority for big-budget leads — straight to the CRM and a team signal
Lead scoring and routing: hot leads straight to sales
CRM company and task from a form submission
Route leads by budget and source — automatically
Auto-handle lead replies from email — CRM task and sales alert
Contacts tagged by role and seniority — automatically
Leads from a post's likes and comments — straight to your CRM
Client onboarding from a single form: folder, contact, channel, tasks
High-value lead alerts — to chat, sheet and calendar
Early warnings on at-risk deals, delivered to the rep's chat
Scoring and routing leads from form submissions
Capture and route leads from every channel
Client renewal reminders — ahead of time
A sales leaderboard with a personal word to the team — automatically
Score event RSVPs and route them to sales
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Campaign and deal analytics — in one table
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Lead gathering and drafted emails for approval, sending the approved
Incoming lead sorting and routing — automatically
Auto-booking demos for high-intent leads
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
An AI assistant over your CRM in any messenger
BANT call qualification and CRM handling — on autopilot