SharePoint MacroApp Setup Process

Guide to registering an app with the Microsoft identity platform, including steps for creating a Client Secret and configuring permissions like Files.ReadWrite.All and Sites.Read.All.

Bring the power of SharePoint into your HubSpot workflows with our seamless integration. This HubSpot Marketplace app allows you to automate file management, sync documents, and streamline collaboration between your CRM and SharePoint. Whether you're storing contracts, marketing assets, or sales proposals, this integration ensures that your HubSpot records stay effortlessly connected to the right SharePoint files and folders

 

Register an application with the Microsoft identity platform

1. Register an application

   1. Go to the Microsoft Documentation on how to Resister an application

   2. Follow steps one to seven 
2. Save your Application ID / Client ID to a secure location for later 
3. Save your Directory ID / Tenant ID to a secure location for later 
   1. A screenshot in the Microsoft Documentation shows you where to find both ID's
4. Create a Client Secret
   1. Go to Certificates & Secrets after registration 
   2. Click on the Client Secrets 
   3. Click on New Client Secret
   4. A client Secret ID and Client Secret value will be generated
   5. Save your Client Secret value to a secure location for later 

Microsoft Documentation

The Required permissions for this integration are:

• Files.ReadWrite.All
• Sites.Read.All
  
  

1. To Enable these permissions click API permissions
2. Click Add a permission
3. Click Microsoft Graph
4. Click Application permissions
5. Search for the permissions below and after clicking the Checkbox click Add permissions
   1. Files.ReadWrite.All
   2. Sites.Read.All
6. Remove User.Read
   1. On the far right of the row Click the 3 dots and remove the permission.
7. Click Grant admin consent for <Your Organization Name>

Configure  application in MyGlue

1. Go to MyGlue
2. Select your account 
3. Install SharePoint Integration
   1. Select the Available tab
   2. Select Install on the SharePoint Application
   3. Select the appropriate HubSpot portal
4. Under Installed there will now be a SharePoint Application
5. Select Settings on the far right side of the SharePoint row
6. Update your Configuration
   1. Place your Directory ID / Tenant ID into the Tenant ID Field
   2. Place your Application ID / Client ID into the Client ID Field
   3. Place your Client Secret value into the Client Secret Field
7. Click Save Configuration

Note: Updating MyGlue Configuration's will take up to 10 minutes, before showing changes in HubSpot Workflows

Sharepoint webpage

HubSpot SharePoint integration overview 

Install here