Connect HubSpot to Sharepoint

Adds a comment to a thread. See the documentation

Adds a contact to a specific static list. See the documentation

MCP and AI agents: **Prefer this action** when the user wants to **leave a note on a HubSpot contact** using a **contact ID** and note text. Exposes only hubspot, contactId, and noteBody (no engagement-type step, no reloadProps, no dynamic HubSpot schema fields). Do **not** use **Create Engagement** for this workflow. For every writable note property or non-contact associations, use **Create Note** instead. See the documentation

Archives a thread (soft delete). The thread is hidden from active views but can be restored via the HubSpot UI or by listing archived threads. See the documentation

Create a batch of companies in Hubspot. See the documentation

Create or update a batch of contacts by its ID or email. See the documentation

Update a batch of companies in Hubspot. See the documentation

Upsert a batch of companies in Hubspot. See the documentation

Clone a marketing email in HubSpot. See the documentation

Clone a site page in Hubspot. See the documentation

Create a new workflow. See the documentation

Create an association (link) between two CRM records. For example, associate a contact with a company, a deal with a contact, or a ticket with a company. Common association type IDs: contact→company (1), company→contact (2), deal→contact (3), contact→deal (4), deal→company (5), company→deal (6), ticket→contact (15), contact→ticket (16), ticket→company (26), company→ticket (25). See the documentation

Create associations between objects. See the documentation

Creates a new blog post in HubSpot. See the documentation

Create a WhatsApp, LinkedIn, or SMS message. See the documentation

Create a company in Hubspot. See the documentation

Create a contact workflow in Hubspot. See the documentation

Create a new CRM record (contact, company, deal, ticket, etc.). Pass property values as a JSON object in the properties parameter. Use **Search Properties** to discover available fields for the object type, **Get Properties** to find valid enum values (e.g. lifecyclestage, dealstage), and **List Pipelines and Stages** to find valid pipeline/stage IDs for deals and tickets. Use **List Owners** to find valid hubspot_owner_id values. See the documentation

Create a new custom object in Hubspot. See the documentation

Create a deal in Hubspot. See the documentation

Create a **task, meeting, email, call, or note** engagement with optional associations. Set **Engagement Type** and pass engagement fields in **Object Properties** (HubSpot property names, e.g. hs_note_body for notes). No reloadProps step and no **CONFIGURE_COMPONENT** requirement: association fields accept raw HubSpot IDs (use **Search CRM** or the Associations API to resolve associationType when needed). For **only** a note on a contact by ID, **Add Note to Contact** (hubspot-add-note-to-contact) is still simpler. See the documentation

Create a form in HubSpot. See the documentation

Create a landing page in Hubspot. See the documentation

Create a lead in Hubspot. See the documentation

Create a new folder in SharePoint. See the documentation

Create a new item in Microsoft Sharepoint. See the documentation

Create a sharing link for a DriveItem. See the documentation

Create a new list in Microsoft Sharepoint. See the documentation

Download a Microsoft Sharepoint file to the /tmp directory. See the documentation

Browse and select files from SharePoint and get their metadata along with pre-authenticated download URLs (valid ~1 hour). See the documentation

Search the site's default drive for files or folders matching a query. Matches are **recursive** across the drive and span **filename, metadata, and file content** — this is **not** an exact filename lookup, and results are relevance-ranked. Backed by the SharePoint Search index and **eventually consistent**, so newly created, renamed, or moved items may not appear until SharePoint reindexes them. **For exact, immediately-consistent lookups, prefer:** - **Get File by ID** when the ID is known - **Search and Filter Files** for OData $filter against a list/document library See the documentation

Search and filter items in a SharePoint list based on metadata and custom columns. See docs here

Returns the authenticated Microsoft user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my files', 'my documents', or needs identity context. Use the returned id to identify file ownership in **List Files in Folder** or **Find File by Name** results. See the documentation.

Retrieve a table from an Excel spreadsheet stored in Sharepoint See the documentation

Retrieves a file by ID. See the documentation

Retrieves a Microsoft SharePoint file and returns its contents as extracted plain text or markdown. Supports plain text formats, HTML, DOCX, PDF, and other Office documents convertible to PDF (xlsx, pptx, etc.). See the documentation

Retrieve a site by its identifier. This is a direct path/ID lookup, so it's immediately consistent and returns newly created sites without indexing delay. Use this when you know the site path; for discovery, use **Search Sites** or **List Sites**. See the documentation

List the drives available within a Microsoft Sharepoint site. See the documentation

Retrieves a list of the files and/or folders directly within a folder. See the documentation

List sites across the tenant. Backed by the SharePoint Search index and **eventually consistent** — newly created sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate lookup. See the documentation

Browse and select files from SharePoint to retrieve their metadata (name, size, dates, etc.) without download URLs. See the documentation

Search and filter SharePoint files based on metadata and custom columns. This action allows you to query files using SharePoint's custom properties, managed metadata, and other column values. See the documentation

Search for files across the tenant. Supports KQL via the optional query template. Backed by the Microsoft Search index and **eventually consistent** — newly created or modified files may not appear until indexing catches up. **For immediate, deterministic results, prefer:** - **Get File by ID** when the ID is known - **List Files in Folder** for path-based listing - **Search and Filter Files** for OData $filter against a document library See the documentation

Search for sites across the tenant. This is a free-text search across multiple site properties — *not* an exact slug match. Backed by the SharePoint Search index and **eventually consistent**, so newly created or renamed sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate, exact lookup. See the documentation

A file picker action that allows browsing and selecting one or more files from SharePoint. Returns the selected files' metadata including pre-authenticated download URLs. See the documentation

Updates an existing item in Microsoft Sharepoint. See the documentation

Upload a file to OneDrive. See the documentation