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Microsoft SharePoint

Microsoft SharePoint and Zoho CRM Integration

Sync contact data and automate CRM actions. Connect Microsoft SharePoint and Zoho CRM. Run workflows.

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Popular Integrations

  • Zoho CRM Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Lead in Zoho CRM

  • Zoho CRM Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a New Contact in Zoho CRM

  • Zoho CRM Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a Modified Lead in Zoho CRM

  • Microsoft SharePoint Zoho CRM

    Add a Note in Zoho CRM on a New Task in Microsoft SharePoint

  • Microsoft SharePoint Zoho CRM

    Add a Task in Zoho CRM on a New Task in Microsoft SharePoint

  • Zoho CRM Microsoft SharePoint

    Send Group Email in Microsoft SharePoint on a Modified Contact in Zoho CRM

  • Zoho CRM Microsoft SharePoint

    Add a Task in Microsoft SharePoint on a New Task in Zoho CRM

  • Microsoft SharePoint Zoho CRM

    Add an Event in Zoho CRM on a New Task in Microsoft SharePoint

Looking for something else?

Create your own Integration

Connect Microsoft SharePoint and Zoho CRM the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Microsoft SharePoint

    New Document

    Triggers when a new Document is added to the selected Site's Document Library
  • Microsoft SharePoint

    New Task

    Triggers when a new Task is added to a particular Plan. Requires Admin Consent
  • Microsoft SharePoint

    New Calendar Event for Group

    Triggers when a new Event is added to the Group Calendar. Requires Admin Consent
  • Microsoft SharePoint

    New Group Email

    Triggers when a new group email is received. Requires Admin Consent
  • Zoho CRM

    New Contact

    Triggers when a new contact is created
  • Zoho CRM

    New Lead

    Triggers when a new lead is created
  • Zoho CRM

    New Task

    Triggers when a new task is created
  • Zoho CRM

    Modified Lead

    Triggers when a lead is modified or a new lead is created
  • Zoho CRM

    Modified Potential

    Triggers when a potential is modfied
  • Zoho CRM

    New Account

    Triggers when a new account is created
  • Zoho CRM

    Modified Contact

    Triggers when a contact is modified or a new contact is created
  • Zoho CRM

    New Invoice

    Triggers When a new invoice is created
  • Zoho CRM

    New Invoice Line Item

    Triggers once for each line item of a new invoice
  • Zoho CRM

    New Potential

    Triggers when a new potential is created
  • Zoho CRM

    Modified Event

    Triggers when an event is modified
  • Zoho CRM

    Modified Task

    Triggers when a task is modified
  • Zoho CRM

    Modified Account

    Triggers when a contact is modified or a new contact is created
  • Zoho CRM

    New Quote

    Triggers When a new quote is created
  • Zoho CRM

    New Sales Order

    Triggers When a new sales order is created
  • Zoho CRM

    New Event

    Triggers When a new event is created

Do this

ACTIONS
  • Zoho CRM

    Add or Update a Lead

    Creates a new Lead or updates an existing Lead
  • Zoho CRM

    Add or Update a Contact

    Creates a new Contact or updates an existing Contact
  • Zoho CRM

    Add a Task

    Creates a new Task
  • Zoho CRM

    Add or Update an Invoice

    Creates or updates an existing invoice
  • Zoho CRM

    Add Line Item To Invoice

    Add additional line items to an existing invoice
  • Zoho CRM

    Add or Update an Account

    Creates a new Account or updates an existing Account
  • Zoho CRM

    Add a Note

    add a note to an account,contact or deal
  • Zoho CRM

    Add or Update a Potential

    Creates a new Potential or updates an existing Potential
  • Zoho CRM

    Search Leads

    Searches for a lead based on Lead Id or Lead Email
  • Zoho CRM

    Add an Event

    Creates a new Event
  • Zoho CRM

    Add To Campaign

    adds contact or lead to specified campaign
  • Zoho CRM

    Search Invoices

    Searches for a invoices based on Invoice Id or Account Id
  • Zoho CRM

    Search Contacts

    Searches for a contact based on Contact Id or Contact Email
  • Zoho CRM

    Search Deals

    search deal based on deal name or deal id
  • Zoho CRM

    Search Accounts

    search account based on account name or account id
  • Zoho CRM

    Add or Update a Quote

    Creates or updates an existing quote
  • Zoho CRM

    Search Products

    search product based on product name or product id
  • Zoho CRM

    Search Tasks

    Searches for a contact based on Contact Id or Contact Email
  • Microsoft SharePoint

    Add a Task

    Add a Task to a Bucket in Plan. Requires Admin Consent
  • Microsoft SharePoint

    Send Group Email

    Send an email to a group for a site. Requires Admin Consent
  • Microsoft SharePoint

    Add an Event to Group Calendar

    Add an Event to the selected Group Calendar. Requires Admin Consent
  • Microsoft SharePoint

    Move a Task

    Move a Task to the specified Bucket in a Plan. Requires Admin Consent
  • Microsoft SharePoint

    Search Documents

    Search Documents based on the Document ID or Document Name. Searches on Document Name look for case insensitive exact matches
  • Microsoft SharePoint

    Search Sites

    Search Sites based on the Site ID or Site Name. Searches on Site Name look for case insensitive exact matches

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

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Social

Microsoft SharePoint Workflow
Zoho CRM Workflow
Mailchimp
AWeber
HubSpot

Marketing

Connect Microsoft SharePoint and Zoho CRM with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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