When a company is registered in HubSpot, automatically create a folder for each company in Microsoft SharePoint.

■Overview

This is a flow that automatically creates a folder for each company in Microsoft SharePoint when a company is registered in HubSpot.

By using Yoom, you can easily connect applications without the need for programming.

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■Recommended for

1. Those who manage companies using HubSpot

 ・Those who manually create folders after registering a company and find this task time-consuming 

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2. Those who manage files and documents using Microsoft SharePoint 

 ・Those who want to automatically create folders for each company and reduce manual work 

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■Benefits of using this template

By integrating HubSpot with Microsoft SharePoint, you can achieve an efficient working environment.
Since folders are automatically created each time a company is registered, you can save the time and effort required for manual folder creation.
The time saved can be allocated to other tasks, allowing the person in charge to focus on more important tasks.

Additionally, by reducing the effort of naming and organizing folders, file management errors will decrease, and data accuracy will improve.

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■Notes

・Please connect both HubSpot and Microsoft SharePoint with Yoom.

・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.

・Please note that the shortest trigger interval varies depending on the plan.

・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.