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What does the 'Save HubSpot file to SharePoint' action do?

Allows you to copy files from HubSpot into SharePoint within a HubSpot workflow, with an option to delete the file from HubSpot.

Note: Make sure you have completed the SharePoint Setup Process before using this action.

The Save HubSpot file to SharePoint action by Integration Glue copies files from HubSpot into SharePoint directly from a workflow. You can organize files into specific SharePoint folders using dynamic HubSpot properties and optionally delete the original file from HubSpot once transferred.

Quick Reference: Credits & Logic

  • Credit Usage: Consumes 1 credit per 10MB transferred. (1 credit minimum)
  • Errors: If the action fails due to an invalid File ID, invalid path, or authentication issue, no credits are charged.
  • Delete from HubSpot: The file is only deleted from HubSpot after the transfer to SharePoint completes successfully.

Action Field Definitions

  • SharePoint site: Select your connected SharePoint site from the dropdown menu.
  • SharePoint document library: Select the target SharePoint document library from the dropdown menu.
  • HubSpot file ID: Enter or map the ID of the file you want to transfer (typically mapped from a file upload property token).
  • SharePoint file path: Enter the destination folder structure and file name (e.g., HubSpotDeals/[Deal Name]/).
    • Use a forward slash (/) to define subfolder levels.
    • Use HubSpot property tokens to name folders or files dynamically.
  • Delete from HubSpot: Check this box to delete the file from HubSpot File system after saving it to SharePoint.
  • Property to save SharePoint file url: Select a HubSpot property to save the SharePoint file link directly to your record.

 

Step 1: Create a New Workflow

  1. In HubSpot, navigate to Automation > Workflows.
  2. Click Create workflow.
  3. Select your object type (e.g., Deal-based or Contact-based).
  4. Set your enrollment triggers.

Step 2: Add the Action

  1. Click the + icon to add a new action.
  2. In the Apps section, select Save HubSpot file to SharePoint (or Save File).

Step 3: Configure File Logic

  1. Target record: Select your enrolled record.
  2. SharePoint site: Choose your SharePoint site from the dropdown.
  3. SharePoint document library: Choose your document library from the dropdown.
  4. HubSpot file ID: Insert the property token containing your file ID.
  5. SharePoint file path: Enter the folder path and file name (e.g., HubSpotDeals/[Deal Name]/Contract.pdf).
  6. Delete from HubSpot: (Optional) Check this box if you want the file removed from HubSpot once copied.
  7. Property to save SharePoint file url: Select a property to store the SharePoint file link on the record.

Step 4: Review and Publish

  1. Click Save.
  2. Turn on your workflow.