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HubSpot CRM and SharePoint integration

Easily show your live HubSpot CRM data inside SharePoint

Easily embed our HubSpot CRM web part onto your SharePoint online pages and customize their design

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App picker with HubSpot CRM selected
HubSpot CRM icon

HubSpot CRM

New Tickets

Your HubSpot CRM data is now securely showing in SharePoint

Image of HubSpot CRM data loading
SharePoint icon

SharePoint

HubSpot CRM icon

Your HubSpot CRM data

Never miss another HubSpot CRM update

Get more out of your SharePoint investment by increasing visibility of your HubSpot CRM data where it matters most.

  • You always see the live data thatʼs securely received from your HubSpot CRM API
  • Perfect for freelancers, managers and business owners that need an aggregated live view of their data

Securely connect to HubSpot CRM in just a few clicks

At every refresh, your HubSpot CRM data is collected directly by your browser. adenin doesn’t store this data anywhere else, and you can revoke your access rights anytime.

  • Secure connection with oAuth ensures your data never gets copied or duplicated to adenin servers
  • Users can unauthorize either HubSpot CRM or SharePoint from receiving their data anytime
Image of HubSpot CRM securely connecting with authorization from user
HubSpot CRM icon

HubSpot CRM

Screenshot of an adenin dashboard

Build a personal dashboard

Apart from SharePoint, the adenin platform offers users a dashboard that can be easily customized to show you all the data that matters to you at a glance.

  • Monitor all your apps from a single dashboard – a space that’s all about you
  • Receive the added benefit of notifications which allow you to stay up-to-date about any app even if it is not persistently pinned to your dashboard
Start your own dashboard 
Connect HubSpot CRM to SharePoint now

About adenin’s SharePoint channel

Make working together better with the Card maker web part that easily lets you embed your adenin personal dashboard cards into Microsoft 365 SharePoint.Enhance your SharePoint intranet with this plugin that shows Adaptive Cards including interactive elements, such as lists, images,... Read more

Alternative intranet to SharePoint

Frequently asked questions about SharePoint HubSpot CRM integration (FAQ)

What data sources are available for HubSpot CRM?

HubSpot CRM provides a total of 21 data sources. See the first 16 below.

HubSpot CRM integration
New Tickets
See new tickets on your HubSpot account
HubSpot CRM integration
Open Tickets
See open tickets on your HubSpot account
HubSpot CRM integration
Recent companies
This list shows you recent companies from your connected Hubspot account
HubSpot CRM integration
Recent contacts
View a list of recent HubSpot contacts
HubSpot CRM integration
Recent contacts
This list shows you recent contacts from your connected Hubspot account
HubSpot CRM integration
Get a company
Read a company identified by {companyId}.
HubSpot CRM integration
Get a contact
Read a contact identified by {contactId}.
HubSpot CRM integration
Get a deal
Read a deal identified by {dealId}.
HubSpot CRM integration
Get a line item
Read a lite item identified by {lineItemId}.
HubSpot CRM integration
Get a product
Read a product identified by {productId}.
HubSpot CRM integration
Get a ticket
Read a ticket identified by {ticketId}. {ticketId} refers to the internal object ID by default, or optionally any unique property value as specified b
HubSpot CRM integration
List companies
Return a list of companies.
HubSpot CRM integration
List contact lists
This endpoint will return all the contact lists for an account.
HubSpot CRM integration
List contacts
Read a list of contacts.
HubSpot CRM integration
List contacts from a specific list
This endpoint will return a list of contacts on a particular list (identified by its unique ID) in a given account.
HubSpot CRM integration
List deals
Return a list of deals

To see the other 5 data sources, go to the main HubSpot CRM listing in the App Directory.

Is the SharePoint integration free?

Yes, SharePoint is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as SharePoint are free, the use of adenin (including using data from HubSpot CRM) incurs usage charges according to your plan. See the pricing page for details →

Who is the SharePoint integration for?

adenin’s SharePoint connector is a popular choice for Sales and Marketing teams at small to large organizations. The data sources that are built into HubSpot CRM (see above) are incredibly simple to integrate into SharePoint and don't require any technical know-how. The adenin platform completely handles authenticating with HubSpot CRM and then loads your data into an Adaptive Card layout that, in turn, will be embedded into SharePoint.

Do I have to be a developer to use the SharePoint integration with HubSpot CRM?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where HubSpot CRM is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the HubSpot CRM integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your HubSpot CRM data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the SharePoint integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my HubSpot CRM data is safely delivered to SharePoint?

We use the secure OAuth standard which means you authorize adenin accessing your HubSpot CRM data and in turn authorize us to share this data with SharePoint. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case SharePoint) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install HubSpot CRM integration for SharePoint

With adenin you can easily integrate any business app into SharePoint

  1. Click the Add button below

    adenin logoAdd HubSpot CRM to adenin
  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your HubSpot CRM integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your HubSpot CRM account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the HubSpot CRM API.

    Image of HubSpot CRM securely connecting with authorization from user
    HubSpot CRM icon

    HubSpot CRM

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your HubSpot CRM Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your HubSpot CRM works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s SharePoint integration to your SharePoint account.

How to add an Adaptive Card as a SharePoint WebPart

  1. Add the Card maker web part to a SharePoint page
  2. Then open the configuration panel and click on Generate a Card Share URL. This will open a blank Adaptive Card in the Designer.
  3. Simply design your Card by dragging-and-dropping in elements and connect it to your 3rd party app by clicking Connect to data source. Click on the Share button once you're ready to embed the Adaptive Card into SharePoint.
  4. Then just copy the URL across to your web part and your Adaptive Card will start to appear instantly on your SharePoint page
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With all our other apps, your possibilities are endless

adenin’s SharePoint integration isn't just limited to CRM applications, such as HubSpot CRM. Truly transform your SharePoint experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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