Quick tipHow toSmart CRM

Use SharePoint and OneDrive files in HubSpot

Files stay in Microsoft; HubSpot links them.

Subscription
Check app requirements
Permissions
Customize record page layout for the card
Time
2 min · Intermediate
Last verified

Short answer

HubSpot's KB: the app attaches and organizes OneDrive and SharePoint files across records and workflows. A Super Admin or user with Customize record page layout permission must add the card to records. You need access to the files you link, and workflow actions can create and organize files.

1. In HubSpot

The relevant screen in my demo portal.

Connected Apps page with the tabs, the Needs attention section, and the My Apps table highlighted
Tabs (1), Needs attention (2), and My Apps (3).

2. Worth knowing

You can connect SharePoint or OneDrive first and add the other later.

3. Related

Record layouts.

Sources

New field notes by email

One email when a new article publishes.

Still stuck?

If this did not fix it, the problem is probably specific to your setup. Book a call and we will look at it together.

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