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Capsule CRM + Microsoft SharePoint

Create api requests in Microsoft SharePoint for new or updated Capsule CRM contacts

Keep your Capsule CRM contacts up-to-date in Microsoft SharePoint with this efficient workflow. Whenever you add or update a contact in Capsule CRM, it will create or update the corresponding item in your Microsoft SharePoint list. This ensures your teams are always working with the latest contact information, saves time on manual data entry, and helps maintain a unified database.

Keep your Capsule CRM contacts up-to-date in Microsoft SharePoint with this efficient workflow. Whenever you add or update a contact in Capsule CRM, it will create or update the corresponding item in your Microsoft SharePoint list. This ensures your teams are always working with the latest contact information, saves time on manual data entry, and helps maintain a unified database.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Contact

    Triggers when a given action is performed on a Person or Organisation.

    TriggerInstant
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Value

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
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Related categories

  • CRM (Customer Relationship Management)

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About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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