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Capsule CRM + Microsoft SharePoint

Publish pages in Microsoft SharePoint for new or updated contacts in Capsule CRM

Keep your Capsule CRM contacts organized and easily accessible on Microsoft SharePoint with this efficient workflow. When new or updated contacts are added in Capsule CRM, a page will be published in SharePoint, ensuring your team consistently has up-to-date information. Save time and maintain accuracy with this seamless automation between Capsule CRM and Microsoft SharePoint.

Keep your Capsule CRM contacts organized and easily accessible on Microsoft SharePoint with this efficient workflow. When new or updated contacts are added in Capsule CRM, a page will be published in SharePoint, ensuring your team consistently has up-to-date information. Save time and maintain accuracy with this seamless automation between Capsule CRM and Microsoft SharePoint.

  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
    Publish Page

    Changes the status of an existing Page to Published.

    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.
Learn moreHelp

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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