HubSpot and Microsoft SharePoint automations

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

56 scenarios

A new contact — instantly a card on your task board
New HubSpot land in Microsoft SharePoint by themselves
Data shaped to the table format — prepared automatically before writing
Chat messages — into support tickets
New deals routed automatically — to the team, table, and slides
Customer emails become support tickets with a spreadsheet log
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
Early churn-risk detection from Zendesk tickets
CRM company and task from a form submission
Win back abandoned Shopify carts by email and in CRM
Form feedback turned into tasks across your trackers
The follow-up after a meeting — written for you
Route leads by budget and source — automatically
Support emails become tickets with a priority attached
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
Stuck tickets, followed up automatically
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
Client renewal reminders — ahead of time
Capture and route leads from every channel
Collect client reviews and summarize them to chat automatically
Score event RSVPs and route them to sales
A sales leaderboard with a personal word to the team — automatically
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
Deal close-date forecasting from your own history, auto-updated in the CRM
CRM deals synced to a sheet, with a daily email summary
Welcome new clients and assign managers — right after the deal closes
Shipping quotes delivered right in the customer chat
Re-engaging quiet clients — weekly, without manual tracking
Automatic follow-ups for prospects who went quiet
Customer feedback from every channel, turned into themes and tasks
Campaign and deal analytics — in one table
Invoices from email into accounting, with approval
Support metrics from two systems — in one weekly report
Security alert enrichment with threat context — automated
Tell customers their bug is fixed — the moment the issue closes
SLA monitoring that warns before a ticket breaches
Incoming lead sorting and routing — automatically
Lead gathering and drafted emails for approval, sending the approved
A satisfaction survey after every deal, with replies sorted
Voice of the customer from every channel: collected, clustered, acted on
Auto-booking demos for high-intent leads
An end-of-day report — written by AI and sent for you
Lead verification, enrichment and sorting — automatically
Personal emails to new contacts — built from their own socials
Feedback triage and customer replies — automatically
Every sale — logged, a ping to you and a thank-you to the buyer
AI marketing outreach with reply handling — on autopilot
An AI assistant over your CRM in any messenger
BANT call qualification and CRM handling — on autopilot