How can I filter for high-value deals only?

DryMerge allows you to filter deals based on value. Specify the criteria that define 'high-value' for you, and DryMerge will handle the rest.

Can I use this with Microsoft Planner instead?

Yes, you can use this with Microsoft Planner instead. Describe the changes you need, and DryMerge will adjust the automation accordingly.

Are complex task templates supported?

Currently, complex task templates are not supported. The tasks created will be simple entries.

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

This is popular among sales managers who need to keep track of new deals and ensure that relevant tasks are assigned promptly.

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HubSpot + Microsoft SharePoint

Create SharePoint Tasks for New HubSpot Deals

This automation helps sales teams stay organized by automatically creating a new task in SharePoint whenever a new deal is added in HubSpot. This ensures that every new opportunity is tracked and managed efficiently.

New HubSpot Deal

Triggers when a new deal is created in HubSpot.

Create SharePoint Task

Adds a new task in SharePoint for the deal.

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

or pick a common variation below

Update SharePoint Status for New HubSpot Leads

HubSpot + Microsoft SharePoint

Create SharePoint Tasks for HubSpot's New Companies

HubSpot + Microsoft SharePoint

Post SharePoint Alerts for New HubSpot Tickets

HubSpot + Microsoft SharePoint

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create SharePoint tasks for new HubSpot deals"

Create SharePoint tasks for new HubSpot deals

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

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

Create Company

Creates a new company in HubSpot

Delete Company

Deletes a company in HubSpot

Update Company

Updates a company in HubSpot

Read Company

Reads a company 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.