Integrate SharePoint with Salesforce

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

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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.

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.

Salesforce Integrations
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Best SharePoint and Salesforce Integrations

  • SharePoint Integration Salesforce Integration

    SharePoint + Salesforce

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

    SharePoint + Salesforce

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

    SharePoint + Salesforce

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

    SharePoint + Salesforce

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

    SharePoint + Salesforce

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

    SharePoint + {{item.actionAppName}}

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

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

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Account

    Triggers the moment a new account is created.

  • New Attachment

    Triggers when a new attachment 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.

    Actions
  • Create Attachment

    Create a new attachment (max 25 mb)

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How SharePoint & Salesforce Integrations Work

  1. Step 1: Choose SharePoint 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 Salesforce 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 SharePoint to Salesforce.

    (2 minutes)

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

Integration of SharePoint and Salesforce

SharePoint

Salesforce

Integration of SharePoint and Salesforce

Benefits of Integration of SharePoint and Salesforce

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  • The process to integrate SharePoint and Salesforce 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.