--- title: Automating Folders and Templates in SharePoint with HubSpot and Zapier description: Learn how to automate folders and templates in SharePoint using HubSpot and Zapier. Generate standard folders and bring over templates with just a few steps. Increase productivity and streamline your workflow. image: https://embed-ssl.wistia.com/deliveries/e95ba54c06d54e84951ced4f9ee92e5007ae976d.jpg?image_crop_resized=900x594&image_play_button=true&image_play_button_size=2x&image_play_button_color=321d70e0 --- [Skip to content](https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier#main-content) [![whimpact logo](https://www.whimpact.co/hs-fs/hubfs/whimpact%20logo.png?width=333&height=250&name=whimpact%20logo.png)](https://www.whimpact.co) - [About WHI](https://www.whimpact.co/about) - [Learn - WHInsights](https://www.whimpact.co/wh1nsights) Open main navigation Close main navigation - [About WHI](https://www.whimpact.co/about) - [Learn - WHInsights](https://www.whimpact.co/wh1nsights) - [Start Your Assessment](https://www.whimpact.co/whintensive) [Start Your Assessment](https://www.whimpact.co/whintensive) Sep 1, 2023 10:31:44 AM # Automating Folders and Templates in SharePoint with HubSpot and Zapier ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Be a hero and share this WHInsight: [Share this page via Email](mailto:?body=https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) [facebook-f icon](http://www.facebook.com/share.php?u=https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) [Share this page on LinkedIn](http://www.linkedin.com/shareArticle?mini=true&url=https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) [Share this page on Twitter](https://twitter.com/intent/tweet?url=https://www.whimpact.co/wh1nsights/automating-folders-and-templates-in-sharepoint-with-hubspot-and-zapier) In this WH1nsight, I will show you how to use a deal in HubSpot to trigger an automation (zap) in Zapier to generate folders and bring over templates in SharePoint. ## Software you'll need: - SharePoint - HubSpot - Zapier ## When would you use this? Let's say you have a new client. You move that new client in your deal pipeline in HubSpot to 'Closed Won'. Upon doing so, it will generate standard folders you use with all clients as well as bring over some templates you use. We can leverage values from HubSpot in the naming of our folders and files. ## Here's the end result: [![Auto-generate folders and files in SharePoint](https://embed-ssl.wistia.com/deliveries/e95ba54c06d54e84951ced4f9ee92e5007ae976d.jpg?image_crop_resized=900x594&image_play_button=true&image_play_button_size=2x&image_play_button_color=321d70e0)](https://whimpact.wistia.com/medias/7ce2c7uc5h?wvideo=7ce2c7uc5h&wemail=ryan@whimpact.co) ## The Breakdown How did I do that? As always, let's begin with the overview. This is what the automation looks like in Zapier: ![overview of how to automate SharePoint folder and file generation using Zapier and HubSpot](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-22-57-8689-PM.png) The trigger I used for the automation in Zapier is the 'updated deal stage' event for HubSpot. ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-23-35-6873-PM.png) We are going to want to use the company name in some of our folder and file renaming so the next step gets us the HubSpot id of the company associated to the deal. ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-24-07-6415-PM.png) Then, we will use the get company step to get the company name plus any other properties we might want to use in subsequent zap steps. We will use the HubSpot id we got from the previous step. ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-24-37-9977-PM.png) The next step is to create the company folder in SharePoint. For this, we will use the create folder step for SharePoint. The blacked out part is typically your company name. You will see this in your browser's URL bar when you are in your SharePoint site. ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-25-00-8478-PM.png) I chose to create some arbitrary subfolders within the newly created company folder. Here's an example of how I set up one of those steps. ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-25-16-5077-PM.png) Further, I copied a Word and Excel template into the new location and renamed it. Here's how I completed the Excel template. The Word template is the same, simply adjust the file name. Note there's two steps to this process: (1) find the template and (2) upload the template to the new location.  ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-25-32-9651-PM.png)   ![](https://www.whimpact.co/hubfs/image-png-Aug-30-2023-08-25-42-3233-PM.png) For step 8 screenshot above, notice we are using the upload a file step. As of right now, Zapier does not have a copy file step for SharePoint. If you use Power Automate, this step exists, so you would not need step 7 above. That's it! You've just added some folders and files automatically to your SharePoint site using Zapier. Depending on your use case, you may need to add some filtering or tweak some of the steps to handle errors. If that's the case, don't hesitate to reach out to me. My contact info is at the bottom of this page. To advancing your impact!   [Subscribe to receive WH1nsights to your inbox](https://share.hsforms.com/1wnC2L20pSmOwXfst3IyfdAc9xwg)   [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## Related posts [![](https://www.whimpact.co/hs-fs/hubfs/2024.07.10%20whinsight%20thumbnail.png?height=200&name=2024.07.10%20whinsight%20thumbnail.png)](https://www.whimpact.co/wh1nsights/how-i-created-a-deal-in-hubspot-with-line-items-automatically-associated-after-customer-purchase) [Systemize Your Busyness](https://www.whimpact.co/wh1nsights/tag/systemize-your-busyness) ## [How I Created a Deal in HubSpot with Line Items Automatically Associated after Customer Purchase](https://www.whimpact.co/wh1nsights/how-i-created-a-deal-in-hubspot-with-line-items-automatically-associated-after-customer-purchase) ![Picture of Ryan Schweighart](https://www.whimpact.co/hs-fs/hubfs/Chat_photo-1.jpg?width=50&name=Chat_photo-1.jpg) [Ryan Schweighart](https://www.whimpact.co/wh1nsights/author/ryan-schweighart) Jul 10, 2024 12:43:53 PM Hello, I’m Ryan Schweighart, founder of Whole Hart Impact, where I help organizations grow without... 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