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Zapier makes it easy to integrate Salesforce with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
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Help
Salesforce
Salesforce
1. Choose trigger event
Microsoft SharePoint
Microsoft SharePoint
2. Choose action
1. Select the event
Setup
Test
Salesforce
Choose a trigger event
Choose a trigger
A trigger is the event that starts your Zap—like a "New Case Attachment" from Salesforce.
Add your action
An action happens after the trigger—such as "Copy File or Folder" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects Salesforce and Microsoft SharePoint, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Case Attachment
Triggers when a new Attachment is added to a case.
Create a new record or update an existing record in your app.
Site
Required
List
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File or Folder
Required
Recipients
Required
Permission Level
Required
Message
Require Sign In
Send Email Invitation
Expiration Date
Retain Inherited Permissions
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Folder
File name
Required
Text content
Required
If file name exists
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
List
Required
List Item ID
Required
ETag
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Required
Document Library
Required
Folder
File
Required
Export format
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Page
Required
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Required
Document Library
Required
Browse to Folder
File to Replace
Required
File
Required
New Name
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Site
Document Library
Folder
File
Required
File name
If file name exists
Action
This is an event a Zap performs.
Write
Create a new record or update an existing record in your app.
Copy
Site
Document Library
Search For
Match By
Search Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Search Query
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Copy
Site
Document Library
File or Folder ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Required
Document Library
Required
File or Folder
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
Site
Required
Page ID
Required
Action
This is an event a Zap performs.
Search
Find existing data in your app
For AI agents & developers
Use Salesforce and Microsoft SharePoint with AI agents and code
Beyond Zap workflows. Call Salesforce and Microsoft SharePoint actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.
No code
Connect via Zapier MCP
Expose Salesforce and Microsoft SharePoint actions as tools in any MCP client. Authenticate once, then call them in natural language.
Example actions on this page
Add Contact to Campaign
Copy File or Folder
Works with
Claude · ChatGPT · Cursor · any MCP-compatible client
There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.
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Practical ways you can use Salesforce and Microsoft SharePoint
Log new Salesforce leads into a SharePoint list
When a new lead is added in Salesforce, Zapier creates a new item in a specific Microsoft SharePoint list. This provides a centralized space for reviewing opportunities, helping business owners stay organized and focused on growth.
Update SharePoint list items when a Salesforce record changes
When a record in Salesforce is updated—such as a contact or account—Zapier automatically updates the relevant item in a specified Microsoft SharePoint list. This keeps both platforms synchronized, reducing manual data entry and improving data accuracy.
Create SharePoint items for new Salesforce campaigns
Whenever a new campaign is created in Salesforce, Zapier logs it into a Microsoft SharePoint list. This creates a unified resource for planning and tracking marketing initiatives across teams.
Learn how to automate Salesforce on the Zapier blog
Make work flow with AI
Level up your Salesforce to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.
Frequently Asked Questions about Salesforce + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Salesforce and Microsoft SharePoint
How do I set up a trigger in Salesforce for my SharePoint integration?
To set up a trigger in Salesforce that activates an action in SharePoint, you need to identify the specific event that will serve as your trigger, such as a new account creation or update. Once this is determined, we can configure the settings to monitor this event and define the corresponding action within SharePoint, such as file creation or data update.
What types of actions are supported in SharePoint when triggered from Salesforce?
When a trigger is activated in Salesforce, you can set various actions in SharePoint such as creating or updating documents, adding list items, adjusting permissions, or sending notifications to specific team members.
Can I customize which data is transferred from Salesforce to SharePoint when an event occurs?
Yes, customization is possible. When configuring your integration setup between Salesforce and SharePoint, you can specify particular fields and data types that should be transferred upon triggering an event. This helps ensure only relevant information is exchanged.
How often does the integration between Salesforce and SharePoint run?
Our system allows you to choose how frequently the integration runs. You can select real-time processing where triggers activate actions instantly or schedule specific intervals depending on your requirements for data synchronization between Salesforce and SharePoint.
Are there any limitations on the type of triggers that can be set up in Salesforce for use with SharePoint?
Generally, most standard events like new records creation and updates are supported as triggers. However, complex workflows might require additional custom configurations or third-party apps to work seamlessly with SharePoint actions.
What should I do if my integration between Salesforce and SharePoint stops working unexpectedly?
If your integration stops working unexpectedly, first verify if there have been any changes to user permissions or configurations on either platform. Next, review logs for any error messages that could pinpoint issues. If problems persist, reach out to our support team for further assistance.
Is it possible to achieve bi-directional synchronization between Salesforce and SharePoint?
Yes, bi-directional synchronization can be established so that changes made in either system reflect on both sides. This requires setting up corresponding triggers and actions within each platform to handle updates efficiently.
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
