Connect HelpSpot and Microsoft SharePoint to unlock the power of automation

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Choose a Trigger

Choose an Action

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Quickly connect HelpSpot to Microsoft SharePoint with a Zapier template.

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Create new Microsoft SharePoint lists from new HelpSpot requests
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HelpSpot + Microsoft SharePoint

Create new Microsoft SharePoint lists from new HelpSpot requests

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HelpSpot + Microsoft SharePoint

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Request" from HelpSpot.

Add your action

An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects HelpSpot 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 Request
Triggers when a new request is created.
Trigger
Instant
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- Category
- Status
- Open/Closed
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Search String
Trigger
Polling
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- xRequest
  Required
- Subject
- Note Body
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Status
- Open
Action
Write
- Site
Trigger
Polling
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- Site
- List
  Required
Trigger
Polling
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- Site
- Folder
Trigger
Polling
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- Info
- Site
- Filter
  Required
Trigger
Polling
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- Info
- File or folder
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Item ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- List
  Required
Action
Search
- Site
Action
Search

Update
Triggers when a request is updated.
Trigger
Instant
Try It
- Subject
- Note Body
  Required
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Open
- Status
Action
Write
- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
  Required
- List
  Required
Trigger
Polling
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- Info
- File or folder
  Required
- Destination site
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- SharePoint URL
  Required
- Allow editing
Action
Write
- Site
- Parent folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- List's name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- File's name
  Required
- Should we overwrite the file?
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Name
  Required
Action
Search
- Site
- Folder
  Required
- Include detailed metadata
Action
Search

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Customers have created over 25 million Zaps on the platform

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Connect HelpSpot 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.

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.

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.

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.

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.

Make work flow with AI

Level up your HelpSpot 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

About HelpSpot

HelpSpot is a web based help desk software tool, making it easy for teams of all sizes to provide amazing customer support.

HelpHelp

Related categories

Customer Support

About Microsoft SharePoint

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

HelpHelp

Related categories

Microsoft Team Collaboration

Connect HelpSpot and Microsoft SharePoint to unlock the power of automation

Set up your first integration

Create new Microsoft SharePoint lists from new HelpSpot requests

Create new Microsoft SharePoint lists from new HelpSpot requests

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

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

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

Connect HelpSpot 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

Make work flow with AI

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