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Microsoft 365, SharePoint and HubSpot · Shani Wolf, HubSpot, monday & Amplemarket partner

HubSpot in a Microsoft 365 organization

Outlook, Teams, SharePoint, Copilot. The CRM doesn't replace them, it connects to them: SharePoint as the operational home for documents and knowledge, HubSpot as the commercial home for leads and quotes, and automations between the two. I built a digital home this way for a group of 8 companies and 1,000+ employees, and mapped 53,000 scattered files at a 30-person firm. And if there's no operational home yet, you start there.

Book an intro call What gets built?
8companies in one hub53,000files mapped6weeks to launch
Connected data and systems HubSpot Solutions Partner

Who it's for

Three situations I keep meeting

Group

Several companies, several tenants, no source of truth

The logo in 12 versions, templates sent by email, events discovered late. One hub with subsites, an AI assistant, and a calendar for 7 countries.

SharePoint hub
Services firm

SharePoint paid for and nearly empty

53,000 files in OneDrive and personal accounts, while a full SharePoint sits in the licenses. It becomes the home for sensitive data, and HubSpot the home for the client.

Two homes, connected
Field teams

The team doesn't like to write

A WhatsApp voice note, a transcript, a structured document in SharePoint, a human approval. The weekly report goes out on its own. No end-of-day form.

Automation
What gets built

SharePoint as the operational home, HubSpot as the commercial home

Before the build, the decision: one tenant or a federation, what lives in SharePoint and what in HubSpot, and who owns each part. Then the build: custom code from the brand, subsites with permissions, automations inside the licenses you already pay for, and an AI assistant that answers from the content.

What you get
  • A decision document: one tenant vs. a federation, in time and money
  • Hub + subsites: brand, people, governance, innovation, impact
  • HubSpot connected to Outlook, Teams and the client folder in SharePoint
  • A branded AI assistant, a two-page editing guide, a training kit
200+tagged assets, 6 fields, 5 views
125holidays in 7 countries, one calendar
24/7an AI assistant that cites its source
6weeks to launch

How does it work?

From one decision to a home the team maintains alone

  1. Decision

    Tenant, architecture, owners

  2. Architecture

    Sites, libraries, metadata, naming

  3. Build

    Custom code from the brand, permissions, automations

  4. AI

    An assistant that answers from the content and respects permissions

  5. Launch

    Training, a guide, and the team edits alone
Capybara avatar
Dana B.
Projects & Infrastructure Lead, international investment group
Investments

This was a real step change for us. It suddenly came to life.

Investment group · Microsoft 36512 versions → 1 homeA SharePoint hub with an AI assistant for 8 companies and 1,000+ employees, six weeks from sign-off to launchBased on a true story

Frequently asked questions

Does HubSpot work with Outlook and Teams?
Yes. Emails and meetings log on the contact record, notifications land in Teams, and meetings are booked from HubSpot into the Outlook calendar. The CRM doesn't replace Microsoft 365, it sits inside it.
Why SharePoint and not a DAM or folders?
Because it's already in the license, and with the right metadata (type, brand, owner, status) search works. A full DAM is a separate project, and folders are what created the 53,000 scattered files.
One tenant or several?
That's the first decision, and it sets time, cost and risk: a full consolidation is months and tens of thousands of dollars, a smart federation is weeks. Usually you build the federation so a future consolidation throws nothing away.
Does the AI assistant see everything?
No. It answers only from the organization's content, respects the permissions of whoever is asking, and cites the document it answered from. What you're not allowed to see, it won't show you.

Last updated: October 2026

Shani Wolf

Written by

Shani Wolf
Fractional CMO · MarTech & CRM consulting · HubSpot, monday & Amplemarket partner

15+ years in B2B marketing, from global enterprises to high-growth startups. I get into the systems, the data and the automations and build and fix them myself, so the marketing budget turns into a predictable, measurable revenue engine.

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