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Salesforce + SharePoint Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesforce and SharePoint

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesforce

Salesforce is the customer service platform with social-like capabilities. With Salesforce, companies can align their business processes and customer service strategies to fit their customers, employees and partners much better than before. Salesforce is a leading provider of social enterprise cloud computing solutions.

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

SharePoint Integrations

Best ways to Integrate Salesforce + SharePoint

  • Salesforce Salesforce

    SharePoint + Salesforce

    Create Lead to Salesforce from New List in SharePoint Read More...
    Close
    When this happens...
    Salesforce New List
     
    Then do this...
    Salesforce Create Lead
  • Salesforce Salesforce

    SharePoint + Salesforce

    Create Custom Object to Salesforce from New List in SharePoint Read More...
    Close
    When this happens...
    Salesforce New List
     
    Then do this...
    Salesforce Create Custom Object
  • Salesforce Salesforce

    SharePoint + Salesforce

    Create Contact to Salesforce from New List in SharePoint Read More...
    Close
    When this happens...
    Salesforce New List
     
    Then do this...
    Salesforce Create Contact
  • Salesforce Salesforce

    SharePoint + Salesforce

    Update Contact in Salesforce when New List is created in SharePoint Read More...
    Close
    When this happens...
    Salesforce New List
     
    Then do this...
    Salesforce Update Contact
  • Salesforce Salesforce

    SharePoint + Salesforce

    Update Custom Object in Salesforce when New List is created in SharePoint Read More...
    Close
    When this happens...
    Salesforce New List
     
    Then do this...
    Salesforce Update Custom Object
  • Salesforce {{item.actionAppName}}

    Salesforce + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Salesforce + SharePoint in easier way

It's easy to connect Salesforce + SharePoint without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers the moment a new account is created.

  • New Case

    Triggers whenever a new case is created in your account.

  • New Contact

    Triggers upon the creation of a new contact.

  • New Event

    Triggers upon the creation of a new event.

  • New Lead

    Triggers the moment there is a new lead in your account.

  • New Opportunity

    Triggers upon the creation of a new opportunity.

  • New Product

    Triggers upon the creation of a new product.

  • New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

  • New Task

    Triggers whenever a new task is created in your account.

  • Opportunity Stage Change

    Triggers whenever the stage of an opportunity is changed.

  • Updated Record

    Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    Actions
  • Create Contact

    Create a new contact.

  • Create Custom Object

    Create a new custom object as per your choice.

  • Create Event

    Create a new event.

  • Create Lead

    Create a new lead.

  • Create Opportunity

    Create a new opportunity.

  • Create Record

    Creates a record.

  • Update Contact

    Update an existing contact.

  • Update Custom Object

    Modify an existing custom object (of the type you choose).

  • Update Record

    Updates a existing record.

How Salesforce & SharePoint Integrations Work

  1. Step 1: Choose Salesforce as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick SharePoint as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Salesforce to SharePoint.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Salesforce and SharePoint

Salesforce?

Salesforce is an application used to manage sales and marketing operations. It is a web-based software that is used by the sales team to access data, update records, and keep track of the sales process. This cloud based application covers many aspects of business processes such as:

Sales Force Automation. Customer Relationship Management (CRM. system.

Customer Relationship Management (CRM. system. Business Process Automation. Human capital management, service management, field service automation, campaign automation, and project management.

Human capital management, service management, field service automation, campaign automation, and project management. Sales Force Analytics. Analytical tops to help monitor and analyze the progress of sales campaigns.

Analytical tops to help monitor and analyze the progress of sales campaigns. Marketing Automation. Campaign tracking, lead management, and marketing analytics.

Campaign tracking, lead management, and marketing analytics. Workforce Success. Talent acquisition and performance management.

SharePoint?

Microsoft SharePoint is a server-based web application that provides document management and cplaboration services for organizations. The cplaboration features include blogs, wikis, surveys, and discussion forums. Organizations use SharePoint to store all their documents in one place, enabling easy access from any device and providing a central storage location for backup and disaster recovery purposes.

Integration of Salesforce and SharePoint enables the organization to provide a seamless experience for both customers and employees. Salesforce provides the sales team with a single source of truth for customer relationships while SharePoint provides a single point of entry where customers can cplaborate on the documents related to the products or services they are interested in.

  • Integration of Salesforce and SharePoint enables the organization to provide a seamless experience for both customers and employees. Salesforce provides the sales team with a single source of truth for customer relationships while SharePoint provides a single point of entry where customers can cplaborate on the documents related to the products or services they are interested in.
  • Benefits of Integration of Salesforce and SharePoint

    The process to integrate Salesforce and SharePoint may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.