How to integrate HubSpot with OneDrive to automatically create a folder for each client in OneDrive when a client is registered in HubSpot

When you receive a lot of emails every day, it can be quite a hassle to save files to Dropbox each time.
Moreover, many people might have experienced the struggle of missing a file save or saving a file in the wrong folder, making it difficult to find later.

In this article, we will introduce a method to automatically save files received in Gmail to Dropbox!

By using no-code tools, you can easily set up automation between Gmail and Dropbox.
You can start using it right away, so be sure to give it a try!

Recommended for

Those who want to automatically upload files attached to Gmail to Dropbox
Those who want to integrate Gmail and Dropbox to facilitate smooth file sharing within the team
Those who want to prevent the loss of attachments and ensure proper document storage

For those who want to try it immediately

In this article, we will introduce the integration method using the no-code tool "Yoom".

No complicated settings or operations are required, and even non-engineers can easily achieve it.

You can start right away using the template below, so please give it a try!

Why not stop manually creating folders for each client and try implementing automation?
This will free you from the hassle of manually creating folders every time a client is registered.
Additionally, centralized data management becomes possible, reducing the effort to search for data and improving operational efficiency.
This time, we will introduce a method to automatically create folders when a client is registered.

Recommended for

Sales representatives who want to reduce the hassle of folder creation
Those who want to reduce human errors and improve folder management accuracy
Those who want to manage data uniformly for each client

Benefits and Examples of Integrating HubSpot and OneDrive

Benefit 1: Time-saving

The key to streamlining operations is to reduce working time.
For example, when a new client is registered in HubSpot, a dedicated folder for the client is automatically created in OneDrive.
This allows sales representatives to reduce the time spent on folder creation and data management.
As a result, an environment where they can focus on their primary task of sales activities will be established.

Benefit 2: Centralized Customer Information Management

By integrating HubSpot and OneDrive, folder creation is automated, and customer information management is centralized.
This means that folders are automatically created for each client, making it easier to unify and manage folder data between HubSpot and OneDrive.
For instance, even when sales or support representatives need to check necessary data for a client, it will be stored in OneDrive folders, allowing for smooth access.
Moreover, centralizing new client information may facilitate smooth communication with other departments.

Benefit 3: Minimizing Human Error

Automatically creating folders can prevent manual operation errors associated with file management.
For example, when creating folders manually, there are mistakes like incorrect folder names or creating folders in the wrong location, but automation minimizes such errors.
Additionally, by integrating HubSpot and OneDrive, you can create folder names similar to the registered client data, allowing for smooth data verification.
This ensures that the data storage location is secured, allowing you to handle data with confidence.

We will introduce the automation method using Yoom by integrating HubSpot and OneDrive.

[What is Yoom]

How to Create a HubSpot and OneDrive Integration Flow

This time, we will introduce how to set up the following template: "Create a folder for each client in OneDrive when a client is registered in HubSpot."
By using this template, there is no need to set up automation from scratch, making it convenient.

The integration flow is broadly divided into the following processes.

Register HubSpot and OneDrive as My Apps
Copy the template
Set up the HubSpot trigger that initiates the flow and configure the subsequent OneDrive operations
Turn on the trigger button and verify the integration between HubSpot and OneDrive

If you are not using Yoom, please register for free on the official Yoom website here.
If you are already using Yoom, please log in.

Step 1: Register HubSpot and OneDrive as My Apps

Register HubSpot and OneDrive as My Apps to connect them to Yoom.
Registering as My Apps in advance will facilitate smooth automation settings.

First, register HubSpot as a My App.
Click "My Apps" → "New Connection" on the left side of the Yoom screen.

When the following screen appears, search for HubSpot using "Search by App Name" or find it from the app list.

The method for registering HubSpot as a My App is described on the help page, so please refer to it and register.

Next, register OneDrive as a My App.
Similarly, search for OneDrive from the app list or using "Search by App Name".

When the following screen appears, please sign in.

If HubSpot and OneDrive are displayed in My Apps, the registration is complete.

Step 2: Copy the Template

To set up automation, click "Try it" on the banner below.

Let's check the screen display below and click "OK".

When the following screen is displayed, check the "Title" and "Description".
If you want to make changes, click on the relevant section to edit.
First, to proceed from HubSpot settings, click "When a new company is created".

Step 3: HubSpot Trigger Settings as the Starting Point of the Flow and Subsequent OneDrive Operation Settings

The following screen will be displayed, so check the settings.

"Title" → Can be changed as desired
"Account information linked with HubSpot" → Ensure the account is correct
"Trigger Action" → When a new company is created

When the following screen is displayed, set the "Trigger Interval".
Select from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
※ Note that the trigger interval varies depending on the plan.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Next, to set up OneDrive, click "Create Folder".
The following screen will be displayed, so check the settings.

"Title" → Can be changed as desired
"Account information linked with HubSpot" → Ensure the account is correct
"Action" → Create Folder

When the following screen is displayed, select the "Drive ID" from the red frame below.
By clicking the input field, you can select a candidate.

Next, set the "Parent Folder Item ID" and "Parent Folder Name".

Scroll and set the "Folder Name".
By using HubSpot's output to set the folder name, you can automatically create the folder name.
The output will be displayed by clicking the arrow within the red frame.
Once the settings are complete, click "Test" → "Test Successful" → "Save".

Step 4: Turn ON the Trigger Button and Check the Integration Operation between HubSpot and OneDrive

Finally, click "Turn ON Trigger" to complete the automation settings.
Check if the flow bot is operating correctly.

Here is the template used this time.

Other Automation Examples Using OneDrive

1. This is a flow that saves documents attached to a form in OneDrive and automatically sends emails via Gmail.
‍By automatically sending resumes and other documents attached to application forms via Gmail, sharing becomes easier.
Automatically saving to OneDrive can prevent the loss of documents.

2. This is a flow that automatically creates a folder in OneDrive when a page is created in the Notion database.
Every time you create a page in Notion, you can save the effort of manually creating a folder.
By saving data from Notion to OneDrive, it becomes easier to organize the data.

3. This is a flow that automatically creates a folder in OneDrive at a specific schedule and sends a message linked to Slack.
It is an automation recommended for companies that manage data using OneDrive.
Since the folder is automatically created in OneDrive at a set time, it saves the effort of manually creating folders.

Summary

Integrating HubSpot with OneDrive automates the creation of folders for each client, making file management easier.
This enables centralized data management, reducing human errors and saving time.
By reducing the workload, you can create an environment where you can focus on priority tasks.

Furthermore, by utilizing Yoom, which anyone can start easily, you can implement it without specialized knowledge.
Take advantage of this integration to improve operational efficiency.