Salesforce + Microsoft SharePoint integrations
Create list items in Microsoft SharePoint for every updated record in Salesforce
Keep your Microsoft SharePoint lists updated with any changes in your Salesforce records. This workflow activates when there's an update in a Salesforce record, promptly creating a corresponding item in your SharePoint list. It eliminates the manual task of data replication, ensuring your SharePoint lists mirror your Salesforce records accurately, enhancing your business information management process.
- When this happens...Updated RecordTriggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
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More things you can do with Salesforce and Microsoft SharePoint
Discover other triggers and actions you can use with Salesforce and Microsoft SharePoint
- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling- New Lead
Triggers when a new Lead is created.
Try ItTriggerPolling - Salesforce ObjectsRequired
Try ItTriggerPolling
- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling- New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Try ItTriggerInstant - Disclaimer
- Salesforce ObjectRequired
Try ItTriggerPolling
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
- 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
- Create Salesforce attachments from new Microsoft SharePoint files in folder




