Salesforce + Microsoft SharePoint
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.
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...New or Updated File
Triggers when a File is created/updated.
- automatically do this!Add File to Record
Adds an existing file to an existing Record.
- Free forever for core features
- 14 day trial for premium features & apps
About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
Related categories
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Zapier Interfaces
App Builder, CRM (Customer Relationship Management), Forms & Surveys, ZapierAbout Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.