🌐 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Are marketing teams using outdated assets because the latest versions are buried in SharePoint?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 IT Partner's 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 (Campaigns, Companies, Deals)
• Automatic metadata sync between SharePoint and HubSpot (e.g., asset status, last modified)
• Real-time alerts when linked marketing assets are updated in SharePoint
• Full access control using SharePoint permissions and HubSpot user roles

💡 Why It Matters #

Without integration:

• Marketing teams struggle with version control across multiple platforms
• Manual document uploads create version chaos and consistency issues
• Compliance risks from uncontrolled asset sharing and outdated materials

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 marketing materials

🚀 Key Benefits #

• Single source of truth - Marketing teams always access the latest approved assets
• Brand consistency - Ensure all campaigns use current, on-brand materials
• Automated governance - Sync asset status (Draft/Approved/Archived) to HubSpot
• Secure collaboration - Co-edit in SharePoint while maintaining 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 or embedded previews
2. Sync metadata like approval status, expiration dates, and asset owners
3. Set up alerts when critical marketing assets (campaign creatives, brand guidelines) are modified
4. Control access with combined SharePoint/HubSpot permissions

Technical Implementation:

• Uses SharePoint REST API (v2.0+) for document management
• HubSpot REST API for CRM integration and workflow automation
• Azure Event Grid for reliable change notifications
• Microsoft Graph API for secure authentication and permissions management

⚠️ Technical Considerations:

• Files remain stored in SharePoint for centralized management
• Requires HubSpot Enterprise for full API access and custom workflow capabilities
• Co-editing requires SharePoint Online version history features
• HubSpot displays current file versions with optional version history access
• Custom metadata sync requires field mapping and configuration

ℹ️ License Requirements:

• HubSpot: Enterprise Edition recommended for full API access
• Microsoft: SharePoint Plan 2 for advanced metadata and compliance features

🎯 Who's This For? #

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

🏆 Why Choose IT Partner LLC #

• Microsoft Solutions Partner with deep SharePoint expertise
• HubSpot Certified Integration Specialists
• Marketing technology experts with understanding of marketing workflows
• Security and compliance focus for regulated industry implementations
• End-to-end service from design to deployment and ongoing 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.