Skip to content
CRM ⇄ Storage

HubSpot to Sharepoint integration — real-time, two-way sync

Keep HubSpot and Sharepoint in sync without custom scripts. Cut weeks of integration work, eliminate silent data drift, and give your team a single, reliable source of truth.

  • SOC 2 and 6 other compliance frameworks
  • POC with real engineers in minutes

Adopted by fast-scaling companies moving mission-critical data in real time

Case study
Migrated from MuleSoft
Case study
Migrated from Celigo
Migrated from Heroku Connect
Migrated from Matillion
Case study
Migrated from Fivetran
Case study
Migrated from Celigo
Why teams connect HubSpot and Sharepoint

Keep the paperwork with the relationship: HubSpot and Sharepoint share every customer's records and files in real time, in both directions.

HubSpot holds the customer relationship as structured records; Sharepoint holds the files that belong to those relationships, from contracts and proposals to signed agreements and statements of work. The two are linked in practice and disconnected in software: someone downloads a document, renames it, and uploads it to the right folder, or exports records out to storage for retention. Done by hand, files drift away from the records they belong to and copies fall out of date.

Stacksync keeps Owner, Pipeline, Stages, Audit in HubSpot aligned with Site pages, Sites, Lists, List items in Sharepoint, in real time. A new account or deal can open its own folder in Sharepoint; a document filed in Sharepoint can surface as a link and metadata on the matching record in HubSpot; and records from HubSpot can be written into Sharepoint as files or objects for backup, archival, and compliance. You choose which side owns what, and Stacksync keeps the two consistent as either one changes.

Common use cases

  • 01 Write warehouse-computed lead and account scores back to HubSpot properties on a schedule or in near real time.
  • 02 Sync HubSpot Tickets with an internal support database to unify service reporting across channels.
  • 03 Two-way sync SharePoint List items with a database table so internal apps read and write structured records in SQL without calling the SharePoint API directly.
  • 04 Mirror document-library drive items and their metadata into a store to index files for search and governance, and push generated documents back into the right library.

Common sync patterns

Documents linked back to the record

A contract, proposal, or signed agreement filed in Sharepoint surfaces as a link on the matching record in HubSpot, so the customer's paperwork sits with the relationship instead of a shared drive.

CRM records archived into storage

Records from HubSpot are written into Sharepoint as files or objects on the schedule you set, giving you a durable copy for backup, retention, and compliance without an export to run by hand.

Document status on the record

Metadata kept in Sharepoint, such as document type, review state, or whether an agreement is signed, updates a field on the matching record in HubSpot, so people working the account see where the paperwork stands without opening storage.

What you can sync between HubSpot and Sharepoint

Representative objects on each side — any object or custom field can map to any target. Schemas are auto-detected; types are converted between the two systems.

HubSpot objects Sharepoint objects How this pairing syncs
Pipeline Synced with incremental and full sync per the Stacksync docs. Sites SharePoint site collections and subsites via /sites; read site properties and discover the document libraries (drives) and lists each site contains, addressed by hostname and site path or site ID. Pipeline is specific to HubSpot and Sites to Sharepoint — each maps to any object or custom field on the other side.
Stages Synced with incremental and full sync per the Stacksync docs. Lists Custom lists and libraries via /sites/{id}/lists; create and read lists along with their columns and content types so a target system can mirror or provision list definitions. Stages is specific to HubSpot and Lists to Sharepoint — each maps to any object or custom field on the other side.
Audit Synced with incremental and full sync per the Stacksync docs. List items Rows in a SharePoint list via /lists/{id}/items with a fields facet of column values; full create, read, update, and delete, synced two-way with database rows. Audit is specific to HubSpot and List items to Sharepoint — each maps to any object or custom field on the other side.
Contact Synced with incremental and full sync per the Stacksync docs. Drive items (document libraries) Files and folders in a library's drive via /drives and /drive/root; upload, download, move, delete, and read per-item metadata, synced two-way with a store. Contact is specific to HubSpot and Drive items (document libraries) to Sharepoint — each maps to any object or custom field on the other side.
Company Synced with incremental and full sync per the Stacksync docs. Columns and content types Field definitions and content types on a site or list; read the schema and create columns so database fields map cleanly onto SharePoint list fields. Company is specific to HubSpot and Columns and content types to Sharepoint — each maps to any object or custom field on the other side.
Deal Synced with incremental and full sync per the Stacksync docs. Permissions and sharing Role assignments and sharing links on sites, list items, and drive items; read and written to manage access, requiring Sites.Manage.All or Sites.FullControl.All scopes. Deal is specific to HubSpot and Permissions and sharing to Sharepoint — each maps to any object or custom field on the other side.

How changes propagate between HubSpot and Sharepoint

Each direction of the sync is driven by what the source system can signal and what the destination accepts — detection, delivery, and expected latency below.

HubSpot Sharepoint Sub-second propagation

DetectionHubSpot pushes changes as they happen — webhook events backed by change data capture. Records: incremental near-real-time change tracking.

DeliveryEach detected change is written to Sharepoint through its API, with automatic retries and rate-limit backoff.

Sharepoint HubSpot Sub-second propagation

DetectionSharepoint notifies Stacksync of record changes through webhook events. Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last.

DeliveryEach detected change is written to HubSpot through its API, with automatic retries and rate-limit backoff.

Rate-limit considerations

  • HubSpot: Request limits vary by subscription tier and API type.
  • Sharepoint: SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
What ships with HubSpot ⇄ Sharepoint

Connect HubSpot and Sharepoint for flexible, real-time data sync.

Real-time sync, workflow automation, event queues, EDI, and monitoring, for every HubSpot–Sharepoint connection.

Real-time

Two-way sync

Changes in HubSpot or Sharepoint instantly reflect in both systems. No stale data, no manual imports.

No-code + pro-code

Workflow automation

Trigger automated workflows whenever HubSpot or Sharepoint data changes, update records, fire webhooks, or kick off sequences without brittle API scripts.

At scale

Event queues

Handle millions of events per minute without losing a single HubSpot or Sharepoint record.

Observability

Monitoring

Track your HubSpot ⇄ Sharepoint sync health, view errors, and replay failed events in one click.

Trading partners

EDI

Transform legacy EDI complexity into simple database interactions between HubSpot and Sharepoint.

How the HubSpot and Sharepoint connectors work

HubSpot

Integration surface
REST API (CRM v3)
Authentication
OAuth (choose HubSpot account and authorize Stacksync); requires a HubSpot 'Super Admin' to grant access; optional "Grant access to sensitive fields" checkbox for sensitive/highly sensitive fields
Change detection
Records: incremental near-real-time change tracking. Associations: HubSpot has no native association CDC
Capabilities
read · write · CDC · webhooks
Rate limits
Request limits vary by subscription tier and API type.
HubSpot setup guide

Sharepoint

Integration surface
Microsoft Graph REST API (graph.microsoft.com/v1.0 and beta) covering SharePoint sites, lists, list items, columns, content types, and document-library drives and drive items; plus the classic SharePoint REST API (_api/web) and CSOM. Supports Graph JSON $batch (up to 20 requests per call).
Authentication
OAuth 2.0 via the Microsoft identity platform (Microsoft Entra ID). An app registration holds delegated or application (app-only) scopes such as Sites.Read.All, Sites.ReadWrite.All, Sites.Selected, Sites.Manage.All, or Sites.FullControl.All, plus Files.ReadWrite.All for drive content; application permissions require tenant admin consent.
Change detection
Delta query (pull) tracks created, updated, and deleted list items (/lists/{id}/items/delta) and drive items (/drives/{id}/root/delta) since the last deltaLink; change-notification subscriptions (push webhooks) POST near-real-time notifications for list and drive/root changes to a notification URL and must be renewed before they expire. Classic SharePoint list webhooks are also available.
Capabilities
read · write · webhooks
Rate limits
SharePoint Online throttles per app, returning HTTP 429 (or 503) with a Retry-After header in seconds and IETF RateLimit-Limit, RateLimit-Remaining, and RateLimit-Reset headers; throttled requests still count toward limits, so clients honor the greater of Retry-After and RateLimit-Reset with exponential backoff.
How it works

How to connect HubSpot to Sharepoint — three steps, no code

Configure and sync within minutes, no code. Whether you sync 50k or 100M+ records, Stacksync handles the queues, infra, and plumbing. Integrations are non-invasive and need zero setup on your systems.

  1. 01

    Connect your apps

    Authenticate HubSpot and Sharepoint with each platform's native method — OAuth, API keys, or service accounts — plus secure options like SSH tunneling, IP whitelisting, and VPC peering.

    • OAuth 2.0
    • SSH tunnel
    • VPC peering
    HubSpot connected
    Sharepoint connected
    OAuth 2.0
    SSH tunnel
    SSL certificate
    VPC peering
  2. 02

    Choose tables

    Pick the HubSpot and Sharepoint objects to sync — Stacksync auto-detects both schemas, including custom fields where the platform exposes them. Sync to existing tables, or let Stacksync create new ones with ideal data types.

    • Standard objects
    • Custom objects
    • Auto-schema
    objects · HubSpot ⇄ Sharepoint
    Customers 12,480
    Sales Orders 8,213
    Invoices 5,902
    Items 1,344
  3. 03

    Map fields

    Fields map automatically even when names and types differ. Stacksync handles transformation and type casting for you, zero configuration required.

    • Auto-map
    • Type casting
    • Transforms
    HubSpot Sharepoint
    Company company_name text
    Email email text
    Amount amount numeric
    Created created_at timestamp
Try interactive demo
FAQ

HubSpot and Sharepoint integration FAQ

SECURITY

Security teams trust Stacksync

As a data company, we understand the importance of keeping your data secure. Stacksync is built with security best practices to keep your data safe at every layer, and is DPF-certified for US, EU, UK and CH data transfers.

Learn more about security
SOC 2 Type II
ISO 27001
HIPAA BAA
GDPR
CCPA
DPF US-EU-UK-CH
→ SECURITY WITH BENEFITS

SSO & SCIM

Let your users access Stacksync from your centralized user management systems. Works with Okta, Azure, Google SSO and more.

Alerts

Immediately get alerted about record syncing issues over email, Slack, PagerDuty and WhatsApp. Resolve issues from a centralized dashboard with retry and revert options.

Secure connection options

Securely connects to your systems with:

OAuth 2 SSH Tunnelling SSL certificates IP Whitelisting VPN gateway VPC peering and more

Related integrations

Every pair below is a real-time, two-way sync. Search all 527 integrations available for HubSpot and Sharepoint.

Popular · 7 of 527
All HubSpot integrations All Sharepoint integrations Browse all integrations
Coworkers laughing in front of a laptop in a casual office setting

Your last integration took months.
Your next one takes a prompt.

Book a demo Tour the platform on your own