Can I filter notes by type or content?

Yes, you can filter notes by type or content. Define the filtering criteria and DryMerge will take care of the implementation.

Can notes be appended to multiple documents?

Currently, notes can be appended to one selected document. For multiple documents, you'd need separate automations.

Which people use this automation? What do they use it for?

Customer support and sales teams use this to keep detailed records of interactions and updates, ensuring all team members have access to the latest information.

HubSpot + Microsoft SharePoint

Add HubSpot Notes to SharePoint Documents

Ensure that all relevant notes and updates in HubSpot are easily accessible in SharePoint by appending them to corresponding documents. This keeps information centralized and teams informed.

New HubSpot Note

Triggers when a note is added to a record in HubSpot.

Update SharePoint Document

Appends the note to a corresponding document in SharePoint.

See more HubSpot to Microsoft SharePoint integrations or use AI to customize your automation.

or pick a common variation below

Create HubSpot Deals for SharePoint Document Reviews

HubSpot + Microsoft SharePoint

Sync HubSpot Contacts with SharePoint

HubSpot + Microsoft SharePoint

Create HubSpot Deals from SharePoint Task Updates

HubSpot + Microsoft SharePoint

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Add HubSpot notes to SharePoint documents"

Add HubSpot notes to SharePoint documents

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with HubSpot + Microsoft SharePoint.

Create Contact

Creates a new contact in HubSpot

Delete Contact

Deletes a contact in HubSpot

Update Contact

Updates the stage/lead value of a contact in HubSpot

Read Contact

Reads context about a contact in HubSpot using various identifiers

Create Lead

Creates a new lead in HubSpot

Delete Lead

Deletes a lead in HubSpot

Update Lead

Updates the stage/lead value of a lead in HubSpot

Read Lead

Reads context about a lead in HubSpot using various identifiers

Delete Ticket

Deletes a ticket in HubSpot using the ticket ID

Update Ticket

Updates a ticket in HubSpot using the ticket ID

Create Ticket

Creates a new ticket in HubSpot

Read Ticket

Lists all tickets in HubSpot

App details

HubSpot

HubSpot is an inbound marketing, sales, and service software platform. Streamline marketing campaigns and manage leads.

Microsoft SharePoint

Microsoft SharePoint is a web-based collaborative platform integrated with Microsoft 365. Create, store, organize, and share information within your organization to enhance team collaboration and document management.