Integrate Salesforce with Microsoft SharePoint to automate your work

Start with Google for free

1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Salesforce with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

Select a trigger from Salesforce

A trigger is an event that starts your Zap and runs the workflow. For example, with Salesforce, a trigger could be "New Case Attachment."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft SharePoint

An action is what takes place after the automation is triggered. For example, with Microsoft SharePoint, the action could be "Delete List Item."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Salesforce to Microsoft SharePoint

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Set up your first integration

Quickly connect Salesforce to Microsoft SharePoint with a Zapier template.

Our most popular template

Add Sharepoint documents to Salesforce deals
Premium
Details
Try it
Microsoft SharePoint + Salesforce
Create new Microsoft SharePoint folders for each new Salesforce record
Premium
Details
Try it
Salesforce + Microsoft SharePoint
Create new Microsoft SharePoint folders for updated Salesforce records
Premium
Details
Try it
Salesforce + Microsoft SharePoint
Create list items in Microsoft SharePoint from new records in Salesforce
Premium
Details
Try it
Salesforce + Microsoft SharePoint

Add Sharepoint documents to Salesforce deals

Premium

Details

Try it

Microsoft SharePoint + Salesforce

Create new Microsoft SharePoint folders for each new Salesforce record

Premium

Details

Try it

Salesforce + Microsoft SharePoint

Create new Microsoft SharePoint folders for updated Salesforce records

Premium

Details

Try it

Salesforce + Microsoft SharePoint

Create list items in Microsoft SharePoint from new records in Salesforce

Premium

Details

Try it

Salesforce + Microsoft SharePoint

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.

Learn about AI automation

Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Salesforce and Microsoft SharePoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect Salesforce and Microsoft SharePoint to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.
Trigger
Scheduled
Try It
- History Object
  Required
Trigger
Scheduled
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Campaign
  Required
- Contact
  Required
Action
Write

- Campaign
  Required
- Lead
  Required
Action
Write
- File
  Required
- Salesforce Object
  Required
- Description
- IsPrivate
Action
Write

Create Contact
Creates a new contact in Salesforce.
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
Action
Search
- Salesforce Object
  Required
- Search Value
  Required
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
Action
Search or write
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
  Required
- List
  Required
Trigger
Scheduled
Try It
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Note
Action
Write
- Site
- List
  Required
Action
Search

New Contact
Triggers when a new Contact is created.
Trigger
Scheduled
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
Trigger
Scheduled
Try It
- Salesforce Object
  Required
- Record to Link
  Required
- File
  Required
- Visibility
  Required
Action
Write
- Lead
  Required
- Account
  Required
- Warning
- Opportunity
- Create New Opportunity
- Converted Status
  Required
Action
Write
- Parent Object
  Required
- Use Assignment Rules
Action
Write
- File
  Required
- Title
- Description
- Salesforce Object
  Required
Action
Write
- Title
- Note
- Salesforce Object
  Required
- IsPrivate
Action
Write
- Salesforce Object
  Required
- Use Assignment Rules
Action
Write
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
- Record to Update
  Required
- Use Assignment Rules
Action
Write
- Salesforce Object
  Required
Action
Search
- Salesforce Object
  Required
- Search Results
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
Action
Search
- Salesforce Object
  Required
- WHERE Clause
  Required
- Order By
- Order Direction
- Limit
- Use Assignment Rules
Action
Search or write
- Site
Trigger
Scheduled
Try It
- Site
- List
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Info
- Site
- Filter
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- Folder name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
- Overwrite
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
Action
Search

Learn how to automate Salesforce on the Zapier blog

Learn how to automate Microsoft SharePoint on the Zapier blog

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft SharePoint

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

Help

Related categories

Integrate Salesforce with Microsoft SharePoint to automate your work

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Select a trigger from Salesforce

Setup an action from Microsoft SharePoint

That’s it! You just connected Salesforce to Microsoft SharePoint

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Set up your first integration

Add Sharepoint documents to Salesforce deals

Create new Microsoft SharePoint folders for each new Salesforce record

Create new Microsoft SharePoint folders for updated Salesforce records

Create list items in Microsoft SharePoint from new records in Salesforce

Add Sharepoint documents to Salesforce deals

Create new Microsoft SharePoint folders for each new Salesforce record

Create new Microsoft SharePoint folders for updated Salesforce records

Create list items in Microsoft SharePoint from new records in Salesforce

Make work flow with AI

Connect Salesforce and Microsoft SharePoint to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Connect Salesforce and Microsoft SharePoint to unlock the power of automation

Supported triggers and actions

Learn how to automate Salesforce on the Zapier blog

How to use Zapier's HubSpot Salesforce integration

How to connect Google Sheets to Salesforce

How to automatically add Shopify customers to Salesforce

Learn how to automate Microsoft SharePoint on the Zapier blog

Connect Salesforce to Microsoft SharePoint on the world's largest no-code automation platform