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Integrate SharePoint with Zoho CRM

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

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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 Zoho CRM

Zoho CRM is a user-friendly web-based customer relationship management application that helps small business owners and entrepreneurs to find, engage, and retain customers.

Zoho CRM Integrations
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Best ways to Integrate SharePoint + Zoho CRM

  • SharePoint Integration Zoho CRM Integration

    SharePoint + Zoho CRM

    Create/Update Lead to Zoho CRM from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • SharePoint Integration Zoho CRM Integration

    SharePoint + Zoho CRM

    Create/Update Contact to Zoho CRM from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho CRM Integration Create/Update Contact
  • SharePoint Integration Zoho CRM Integration

    SharePoint + Zoho CRM

    Create Module Entry to Zoho CRM from New List in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho CRM Integration Create Module Entry
  • SharePoint Integration Zoho CRM Integration

    SharePoint + Zoho CRM

    Add Attachment in Zoho CRM when New List is created in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New List
     
    Then do this...
    Zoho CRM Integration Add Attachment
  • SharePoint Integration Zoho CRM Integration

    SharePoint + Zoho CRM

    Create/Update Lead to Zoho CRM from New Item Line in SharePoint Read More...
    Close
    When this happens...
    SharePoint Integration New Item Line
     
    Then do this...
    Zoho CRM Integration Create/Update Lead
  • 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 + Zoho CRM in easier way

It's easy to connect SharePoint + Zoho CRM 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 Contact

    Triggers when a new contact is added.

  • New Record

    Triggers instantaneously when any entry is created in the specified module.

  • New or Updated Contact

    Triggers when a new contact is added or modified in Zoho.

    Actions
  • Add Attachment

    Add attachment to the selected Module entry.

  • Create Module Entry

    Creates a new entry in a module

  • Create/Update Contact

    Adds a new contact. (Note: you can use this Connect to update an existing one too.)

  • Create/Update Lead

    Adds a new lead in Zoho CRM. (Note: this Connect can be used to update an existing one too.)

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

How SharePoint & Zoho CRM 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 Zoho CRM 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 Zoho CRM.

    (2 minutes)

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

Integration of SharePoint and Zoho CRM

This is a brief introduction to SharePoint and Zoho CRM.

SharePoint is a web-based cplaboration and portal platform that can help small and large businesses alike to manage their information, cplaborate on projects, and automate day-to-day business processes. It provides a centralized place where employees can share documents, communicate, and get work done from any location.

Zoho CRM is a comprehensive Customer Relationship Management (CRM. spution designed for small and medium-sized businesses.

In this section, I will discuss the integration of SharePoint and Zoho CRM.

Integration of SharePoint and Zoho CRM

SharePoint and Zoho CRM integrate with each other in a number of ways. This integration makes it easier for users to access information from Zoho CRM from within the SharePoint environment. For example, when a user creates a new contact in Zoho CRM, this contact gets added to the SharePoint Contacts list automatically. Similarly, when a user creates a new task in Zoho CRM, it gets added to the Tasks list in SharePoint. This seamless integration between SharePoint and Zoho CRM provides a way for users to get their work done more efficiently. The fplowing table summarizes the various ways in which SharePoint and Zoho CRM integrate with each other:

Zoho CRM Web Part in SharePoint Web Part in SharePoint Notes List view Yes Yes Can be placed at the Site level or at the document library level. Can be placed at the Site level only. Cannot be placed at the document library level. Search Yes Yes Can be placed at the Site level or at the custom web part page level. Can be placed at the custom web part page level only. Cannot be placed at the Site level or at the document library level. Document library Yes No Can be placed at the Site level only. Cannot be placed at the document library level. Document Yes Yes Can be placed at the Site level or at the document library level if applicable. Can be placed at the Site level only if applicable. Document library Yes No Can be placed at the Site level only if applicable. Cannot be placed at the document library level if applicable. Task Yes Yes Can be placed at the Site level or at the document library level if applicable. Can be placed at the Site or at the custom web part page level or at the document library level if applicable. File attachment Yes No Can be placed at the Site level only if applicable. Cannot be placed at the document library level if applicable. Custom label Yes No Can be placed at the Site level only if applicable. Cannot be placed at the document library level if applicable. SharePoint group Yes No Can be placed at the Site level only if applicable. Cannot be placed at the document library level if applicable. Custom table Yes No Can be placed only on the Site level web part page if applicable. Cannot be placed on the custom web part page or on the document library level if applicable. Custom field Yes No Can be placed on the Site level but not at document library level where it is not permitted by SharePoint out of box configuration settings. Search Yes No Can be placed on the custom web part page only but not at Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Search Yes No Can be placed on Site level only where it is permitted by SharePoint out of box configuration settings. Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Top navigation bar Yes No Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Side navigation bar Yes No Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings. Content rplup Yes No Can be placed on custom web part page but not on Site or document library levels where it is not permitted by SharePoint out of box configuration settings.

Benefits of Integration of SharePoint and Zoho CRM

The process to integrate SharePoint and Zoho CRM 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.