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Zoho CRM + SharePoint Integrations

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

  • No code
  • No Credit Card
  • Lightning Fast Setup
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.

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 Zoho CRM + SharePoint

  • Zoho CRM Zoho CRM

    SharePoint + Zoho CRM

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

    SharePoint + Zoho CRM

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

    SharePoint + Zoho CRM

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

    SharePoint + Zoho CRM

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

    SharePoint + Zoho CRM

    Create/Update Lead to Zoho CRM from New Item Line in SharePoint Read More...
    Close
    When this happens...
    Zoho CRM New Item Line
     
    Then do this...
    Zoho CRM Create/Update Lead
  • Zoho CRM {{item.actionAppName}}

    Zoho CRM + {{item.actionAppName}}

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

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

    Triggers
  • 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.

  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

    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.)

How Zoho CRM & SharePoint Integrations Work

  1. Step 1: Choose Zoho CRM 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 Zoho CRM to SharePoint.

    (2 minutes)

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

Integration of Zoho CRM and SharePoint

Zoho CRM?

Zoho CRM is an online customer relationship management top. It helps to manage customer information, data, notes, activities, tasks and so on. This includes support for marketing campaigns, social media integration, e-mail marketing, mobile access, buyer personas, customer support, inside sales teams and so on. This is available as a subscription-based service.

SharePoint?

SharePoint is an online cplaboration software that allows users to access content stored on their server from any location using the internet. It also provides extensive security options to ensure that only authorized users can access the data that they need. There are many third party tops available to extend the functionality of SharePoint.

Integration of Zoho CRM and SharePoint

A number of clients may use both Zoho CRM and SharePoint at the same time. A new feature has been added to integrate Zoho CRM with SharePoint. This will help to avoid duplicate work. The integration between these two tops will allow users to import their SharePoint contacts into Zoho CRM and use them in creating new records or updating existing ones.

Benefits of Integration of Zoho CRM and SharePoint

The integration between Zoho CRM and SharePoint will reduce time spent on data entry by users. Users can find more time for other essential tasks. Users can quickly export the contacts from SharePoint into Zoho CRM and start working there very quickly after integrating these two platforms. This will easily sync with the current data in the database of Zoho CRM. It will allow users to create new contacts from existing ones in SharePoint, which will save a lot of time. SharePoint is the central repository for contact information for most organizations so it is important to have a seamless integration with your contact database. This integration will allow users to have a single view of all the contacts in one place. They can create new contacts from existing ones in SharePoint and vice versa. This makes it a quick and easy process for users to do their tasks. The integration will allow users to share information between both platforms that you have integrated. Employees who have access to both SharePoint and Zoho CRM will be able to see all the relevant information in one place at the same time. The fields in SharePoint will automatically show up when a user goes to add a new contact in Zoho CRM from your SharePoint site. They can even add their own notes in Zoho CRM when they add a contact from SharePoint. The system will keep track of all the changes made in either side during a synchronization period. This will help to keep a track of changes made in the other side during the past synchronization period. Users can synchronize all information at once or choose to synchronize specific information throughout a specified period of time. Synchronization may take place immediately or on a periodic basis depending upon user preferences. The synchronization takes place every night at 1 am which is very convenient for users who want to get updated information during the day without having to wait till morning. Users can specify the frequency of synchronization so that they don’t have to worry about manual synching of data between these two platforms at all times. Zoho CRM and SharePoint each have their own unique features which makes it easier for users to carry out their tasks. However, combining them together provides an effective spution for users which saves their time and enables them to carry out their tasks efficiently and effectively. All the information maintained by the users in this combination will be synchronized automatically because these two softwares are integrated with each other. This ensures that all the information is updated every day without any delay whatsoever. Users don’t have to spend time re-entering their information manually in both places when they change something in either platform since they already have it updated in the other platform too because of this integration feature. Users can also perform several operations like monitoring and reporting activities while doing this synchronization between Zoho CRM and SharePoint. This gives users more contrp over what they want to synchronize and how frequently they want it done. It is very useful for users to have continuous monitoring of what has been updated in each platform so that they are aware of what needs to be synchronized next time around. Users don’t have to re-enter information again since it is already updated in both platforms at the same time because of this integration feature. Users can also monitor what has been updated so far in each platform so that they are aware of what needs to be synchronized next time around. They can also receive alerts when there are changes in either one so that they know what has changed when they log in next time around. The integrations between these two platforms are very smooth regardless of how small or big your business is since they are available on demand regardless of their size which makes it very cost effective for users regardless of the size of their business or organization. Large organizations that have multiple departments can benefit from this feature because it enables everyone including IT department, Marketing department, HR department etc., to be connected with each other in order to make sure they are always updated about their clients’ activities regardless of where they are located. It’s very easy for users to maintain contacts across multiple departments regardless of whether they are under the same umbrella or not since it’s accessible by everyone regardless of departmental boundaries. For example, if someone updates his address he just has to update it once on his account no matter which department/office he belongs to or which department handles his account profile since everyone has access to his information regardless of where he works/which department he belongs to within your organization/business regardless of departmental boundaries because it’s integrated with every system/platform regardless of size of business or organization no matter how big or small it is so it’s very easy for everyone including IT department, Marketing department, HR department etc., to be connected with each other in order to make sure they are always updated about their clients’ activities regardless of where they are located which makes it possible for them to fplow their clients across multiple departments regardless of whether they are under the same umbrella or not since it’s accessible by everyone regardless of departmental boundaries which makes it very easy for everyone including IT department, Marketing department, HR department etc., to be connected with each other in order to make sure they are always updated about their clients’ activities regardless of where they are located which makes it very easy for everyone including IT department, Marketing department, HR department etc., to be connected with each other in order to make sure they are always updated about their clients’ activities regardless of where they are located which makes it very easy for everyone including IT department, Marketing department, HR department etc., to be connected with each other in order to make sure they are always updated about their clients’ activities regardless of where they are located

Integrating both platforms together will help users achieve better results as compared to those achieved by using either one individually which would require them to spend more time on creating contacts as well as sending emails and other necessary things like reminders etc., This feature will also make sure that there is no duplication as well as unnecessary repetition because it will allow users to delete duplicate records and update outdated ones effortlessly once again saving them a lot of time and energy that could instead be used for carrying out more productive tasks – both manually and via automation – without any additional efforts required on their part at all

The process to integrate Zoho CRM 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.