Salesforce + Microsoft SharePoint integrations
Add Sharepoint documents to Salesforce deals
Sometimes your most essential documents live in siloes. Now, sync Sharepoint documents to the corresponding lead, contact, or deals within Salesforce; and never again will you need to search between platforms.
- When this happens...
- automatically do this!Add File to RecordAdds an existing file to an existing Record.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Microsoft SharePoint and Salesforce
Discover other triggers and actions you can use with Microsoft SharePoint and Salesforce
- Site
- Document Library
- Folder
Try ItTriggerPolling- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
Try ItTriggerPolling
- Site
- Document Library
- Folder
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- SiteRequired
- ListRequired
Try ItTriggerPolling- Info
- Source SiteRequired
- Source Document LibraryRequired
- File or Folder IDRequired
- Destination SiteRequired
- Destination Document LibraryRequired
- Destination Folder
ActionWrite
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Related categories
Related Zap Templates
- 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
- Create Salesforce attachments from new Microsoft SharePoint files in folder
- Create list items in Microsoft SharePoint for every updated record in Salesforce




